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Cohen & Steers Infrastructure Fund

110 hedge funds and large institutions have $371M invested in Cohen & Steers Infrastructure Fund in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

4% more funds holding

Funds holding: 106110 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.72% less ownership

Funds ownership: 23.92%20.19% (-3.7%)

7% less capital invested

Capital invested by funds: $397M → $371M (-$25.9M)

Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
35
Reduced
27
Closed
10
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
$94M +$2.38M +115,205 +3%
SWITC
2
Stewart West Indies Trading Company
Colorado
$41.2M
UBS Group
3
UBS Group
Switzerland
$39.1M -$474K -22,925 -1%
Wells Fargo
4
Wells Fargo
California
$30.5M +$1.67M +80,523 +6%
Morgan Stanley
5
Morgan Stanley
New York
$27M +$2.18M +105,616 +9%
MGAM
6
McGowan Group Asset Management
Texas
$20.1M +$984K +47,606 +5%
RJA
7
Raymond James & Associates
Florida
$11.9M -$604K -29,187 -5%
GC
8
Guggenheim Capital
Illinois
$10.2M +$97.5K +4,715 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.14M +$283K +13,685 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.3M +$216K +10,451 +4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$5.74M +$91.3K +4,415 +2%
AAM
12
Advisors Asset Management
Colorado
$5.68M -$1.51M -72,867 -22%
LPL Financial
13
LPL Financial
California
$4.46M +$1.15M +55,410 +37%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$3.91M -$373K -18,038 -9%
PAIM
15
Punch & Associates Investment Management
Minnesota
$3.76M +$32.7K +1,583 +0.9%
CI
16
Conning Inc
Connecticut
$3.72M +$123K +5,949 +4%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$3.44M -$36.9M -1,782,749 -92%
OA
18
Oxbow Advisors
Texas
$2.95M +$34.1K +1,650 +1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.75M +$443K +21,423 +20%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$2.74M -$351K -16,966 -12%
Stifel Financial
21
Stifel Financial
Missouri
$2.4M -$95.2K -4,603 -4%
DHFB
22
Dixon Hubard Feinour & Brown
Virginia
$2.1M +$174K +8,400 +9%
AA
23
Apriem Advisors
California
$2M +$599K +28,975 +45%
CP
24
Camelot Portfolios
Ohio
$1.97M -$21.1K -1,018 -1%
NFG
25
Nations Financial Group
Iowa
$1.91M +$192K +9,284 +12%

UTF Hedge Fund Activity: Q1 2017 in Review

110 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q1 2017, worth a combined $371M — down 6.5% from $397M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UTF positions and 10 closed out — a net gain of 6 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $2.38M. The largest seller was 1832 Asset Management, cutting an estimated $36.9M.

  • 110 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q1 2017, up from 106 in Q4 2016.
  • Funds reported $371M of Cohen & Steers Infrastructure Fund stock for Q1 2017, down 6.5% quarter-over-quarter.
  • 16 funds opened new Cohen & Steers Infrastructure Fund positions in Q1 2017 and 10 closed out, a net change of +6 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q1 2017 was Bank of America, an estimated $2.38M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q1 2017 was 1832 Asset Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q1 2017.