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Cohen & Steers Infrastructure Fund

109 hedge funds and large institutions have $467M invested in Cohen & Steers Infrastructure Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.39% less ownership

Funds ownership: 26.33%25.95% (-0.39%)

8% less funds holding

Funds holding: 119109 (-10)

11% less capital invested

Capital invested by funds: $524M → $467M (-$56.3M)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
109
Holders Change
-10
Holders Change %
-8.4%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
32
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$91.9M +$8.6M +382,372 +10%
SWITC
2
Stewart West Indies Trading Company
Colorado
$40.2M
UBS Group
3
UBS Group
Switzerland
$36M -$26.2K -1,166 -0.1%
AAM
4
Advisors Asset Management
Colorado
$29.7M -$9.24M -411,081 -23%
Wells Fargo
5
Wells Fargo
California
$29.3M -$1.11M -49,174 -3%
Morgan Stanley
6
Morgan Stanley
New York
$27.8M +$89.6K +3,983 +0.3%
KIM
7
Karpus Investment Management
New York
$21.4M +$3.15K +140 +0%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$20.7M +$12.5K +557 +0.1%
1CP
9
1607 Capital Partners
Virginia
$20.3M +$2.06M +91,447 +10%
PPA
10
Parametric Portfolio Associates
Washington
$19.7M +$376K +16,704 +2%
GC
11
Guggenheim Capital
Illinois
$14.6M -$1.08M -47,994 -6%
MGAM
12
McGowan Group Asset Management
Texas
$13.3M -$280K -12,443 -2%
FAAS
13
First Allied Advisory Services
California
$9.89M +$9.32M +414,522 +786%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.12M +$10.3K +460 +0.1%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$7.87M -$2.15M -95,708 -20%
RJA
16
Raymond James & Associates
Florida
$7.39M +$952K +42,348 +14%
WAM
17
Wolverine Asset Management
Illinois
$5.79M +$5.67M +252,177 +1,084%
LPL Financial
18
LPL Financial
California
$4.78M -$608K -27,027 -11%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.76M +$5.1M +226,574 New
Invesco
20
Invesco
Georgia
$4.45M -$540K -24,028 -10%
PAIM
21
Punch & Associates Investment Management
Minnesota
$3.87M -$3.64M -161,937 -47%
Deutsche Bank
22
Deutsche Bank
Germany
$3.66M -$4.18M -185,768 -52%
CA
23
Cornerstone Advisors
North Carolina
$2.94M +$1.23M +54,581 +64%
CI
24
Conning Inc
Connecticut
$2.69M -$287K -12,756 -9%
COLIM
25
City of London Investment Management
United Kingdom
$2.38M +$2.55M +113,539 New

UTF Hedge Fund Activity: Q2 2015 in Review

109 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q2 2015, worth a combined $467M — down 11% from $524M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UTF and 6 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 32 added.

The largest buyer was First Allied Advisory Services, adding an estimated $9.32M. The largest seller was Advisors Asset Management, cutting an estimated $9.24M.

  • 109 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q2 2015, down from 119 in Q1 2015.
  • Funds reported $467M of Cohen & Steers Infrastructure Fund stock for Q2 2015, down 11% quarter-over-quarter.
  • 6 funds opened new Cohen & Steers Infrastructure Fund positions in Q2 2015 and 13 closed out, a net change of -7 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q2 2015 was First Allied Advisory Services, an estimated $9.32M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q2 2015 was Advisors Asset Management, an estimated $9.24M sold.

Based on aggregated 13F filings for Q2 2015.