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Cohen & Steers Infrastructure Fund

99 hedge funds and large institutions have $446M invested in Cohen & Steers Infrastructure Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

14% more capital invested

Capital invested by funds: $392M → $446M (+$53.5M)

2% more funds holding

Funds holding: 9799 (+2)

0.47% more ownership

Funds ownership: 20.24%20.71% (+0.47%)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
40
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$52.5M -$737K -31,904 -1%
SWITC
2
Stewart West Indies Trading Company
Colorado
$46.9M
U
3
UBS
Switzerland
$35.5M +$2.21M +95,547 +7%
Wells Fargo
4
Wells Fargo
California
$31.7M +$1.97M +85,363 +7%
Morgan Stanley
5
Morgan Stanley
New York
$29M +$1.83M +79,387 +7%
KIM
6
Karpus Investment Management
New York
$24.7M +$3.78M +163,721 +19%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$22.5M +$457K +19,786 +2%
PPA
8
Parametric Portfolio Associates
Washington
$21.2M -$1.23M -53,377 -6%
1CP
9
1607 Capital Partners
Virginia
$20M +$2.25M +97,540 +14%
GC
10
Guggenheim Capital
Illinois
$17.3M +$40.2K +1,738 +0.2%
Bank of America
11
Bank of America
North Carolina
$14.5M +$940K +40,663 +7%
BTS
12
BB&T Securities
Virginia
$12.4M +$73.5K +3,180 +7%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$10.5M +$451K +19,540 +5%
FAAM
14
First Allied Asset Management
California
$10.2M -$686K -29,670 -7%
PAIM
15
Punch & Associates Investment Management
Minnesota
$8.18M +$93.6K +4,052 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.98M +$1.18M +51,100 +19%
LPL Financial
17
LPL Financial
California
$7.65M +$415K +17,966 +6%
Invesco
18
Invesco
Georgia
$7.63M +$2.1M +90,772 +41%
RJA
19
Raymond James & Associates
Florida
$6.95M +$569K +24,620 +10%
B
20
Baird
Wisconsin
$6.34M +$344K +14,874 +6%
FAAS
21
First Allied Advisory Services
California
$5.8M +$310K +13,433 +6%
HRIA
22
Haberer Registered Investment Advisor
Ohio
$3.36M +$350K +15,151 +12%
CI
23
Conning Inc
Connecticut
$2.84M +$112K +4,853 +4%
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$2.27M +$716 +31 +0%
CP
25
Camelot Portfolios
Ohio
$2.16M -$1.04M -45,144 -34%

UTF Hedge Fund Activity: Q2 2014 in Review

99 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q2 2014, worth a combined $446M — up 14% from $392M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UTF positions and 4 closed out — a net gain of 2 holders — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.78M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $4.68M sold.

  • 99 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q2 2014, up from 97 in Q1 2014.
  • Funds reported $446M of Cohen & Steers Infrastructure Fund stock for Q2 2014, up 14% quarter-over-quarter.
  • 6 funds opened new Cohen & Steers Infrastructure Fund positions in Q2 2014 and 4 closed out, a net change of +2 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q2 2014 was Karpus Investment Management, an estimated $3.78M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q2 2014 was Wolverine Asset Management, an estimated $4.68M sold.

Based on aggregated 13F filings for Q2 2014.