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Cohen & Steers Infrastructure Fund

126 hedge funds and large institutions have $316M invested in Cohen & Steers Infrastructure Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

2% more funds holding

Funds holding: 124126 (+2)

1% more capital invested

Capital invested by funds: $314M → $316M (+$1.91M)

1.05% less ownership

Funds ownership: 17.23%16.18% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
19
Increased
40
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$43.4M +$42.3M +1,914,058 New
Bank of America
2
Bank of America
North Carolina
$34.8M -$5.76M -260,323 -14%
Morgan Stanley
3
Morgan Stanley
New York
$30.5M +$1.93M +87,237 +7%
Wells Fargo
4
Wells Fargo
California
$26.6M -$567K -25,625 -2%
UBS Group
5
UBS Group
Switzerland
$26.5M -$2.48M -112,330 -9%
MGAM
6
McGowan Group Asset Management
Texas
$23.5M +$293K +13,248 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.1M +$1.68M +76,070 +13%
RJA
8
Raymond James & Associates
Florida
$11.5M +$145K +6,550 +1%
GC
9
Guggenheim Capital
Illinois
$7.43M -$581K -26,281 -7%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$6.33M +$85K +3,846 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.55M +$9.93K +449 +0.2%
AA
12
Apriem Advisors
California
$4.33M +$87.6K +3,963 +2%
First Trust Advisors
13
First Trust Advisors
Illinois
$4.14M +$502K +22,722 +14%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.07M
CWM
15
Cornerstone Wealth Management
Missouri
$4.06M +$2.04M +92,320 New
JMPWA
16
JP Morgan Private Wealth Advisors
California
$3.64M -$357K -16,167 -9%
Invesco
17
Invesco
Georgia
$3.49M +$403K +18,215 +13%
PPA
18
Parametric Portfolio Associates
Washington
$3.43M -$3.14M -141,949 -48%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$3.34M +$1.73M +78,279 +114%
AAM
20
Advisors Asset Management
Colorado
$2.9M -$1.26M -56,803 -31%
OA
21
Oxbow Advisors
Texas
$2.79M -$122K -5,535 -4%
Ameriprise
22
Ameriprise
Minnesota
$2.38M -$468K -21,148 -17%
NFG
23
Nations Financial Group
Iowa
$2.3M +$13.8K +624 +0.6%
Stifel Financial
24
Stifel Financial
Missouri
$2.24M -$238K -10,765 -10%
CI
25
Conning Inc
Connecticut
$1.94M +$39.5K +1,785 +2%

UTF Hedge Fund Activity: Q2 2018 in Review

126 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q2 2018, worth a combined $316M — up 0.61% from $314M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTF positions and 14 closed out — a net gain of 5 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was ALPS Advisors, opening a new position worth an estimated $42.3M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $9.31M sold.

  • 126 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q2 2018, up from 124 in Q1 2018.
  • Funds reported $316M of Cohen & Steers Infrastructure Fund stock for Q2 2018, up 0.61% quarter-over-quarter.
  • 19 funds opened new Cohen & Steers Infrastructure Fund positions in Q2 2018 and 14 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q2 2018 was ALPS Advisors, an estimated $42.3M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q2 2018 was Cornerstone Advisors, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2018.