Cohen & Steers Infrastructure Fund
UTF
202 hedge funds and large institutions have $418M invested in Cohen & Steers Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 20 closing their positions.
75% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 20
32% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 44
5% more funds holding
Funds holding: 193 → 202 (+9)
0.29% more ownership
Funds ownership: 17.76% → 18.05% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less capital invested
Capital invested by funds: $442M → $418M (-$23.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.19M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.17M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.65M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$1.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$2.24M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.73M |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$1.15M |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$722K |
| 5 |
TWP
Tyche Wealth Partners
Plano,
Texas
|
-$538K |
UTF Hedge Fund Activity: Q4 2024 in Review
202 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q4 2024, worth a combined $418M — down 5.4% from $442M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new UTF positions and 20 closed out — a net gain of 15 holders — while 58 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.19M. The largest seller was Atria Wealth Solutions, cutting an estimated $2.24M.
- 202 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q4 2024, up from 193 in Q3 2024.
- Funds reported $418M of Cohen & Steers Infrastructure Fund stock for Q4 2024, down 5.4% quarter-over-quarter.
- 35 funds opened new Cohen & Steers Infrastructure Fund positions in Q4 2024 and 20 closed out, a net change of +15 holders.
- The largest Cohen & Steers Infrastructure Fund buyer in Q4 2024 was Morgan Stanley, an estimated $4.19M added.
- The largest Cohen & Steers Infrastructure Fund seller in Q4 2024 was Atria Wealth Solutions, an estimated $2.24M sold.
Based on aggregated 13F filings for Q4 2024.