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Cohen & Steers Infrastructure Fund

139 hedge funds and large institutions have $264M invested in Cohen & Steers Infrastructure Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

6% more funds holding

Funds holding: 131139 (+8)

0.05% more ownership

Funds ownership: 15.53%15.57% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

27% less capital invested

Capital invested by funds: $360M → $264M (-$96.3M)

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
37
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$37.8M
Bank of America
2
Bank of America
North Carolina
$27.1M -$751K -34,896 -2%
Morgan Stanley
3
Morgan Stanley
New York
$25.2M +$5.75K +267 +0%
UBS Group
4
UBS Group
Switzerland
$22.1M -$1.27M -58,795 -5%
Wells Fargo
5
Wells Fargo
California
$21.5M -$989K -45,953 -4%
MGAM
6
McGowan Group Asset Management
Texas
$20.2M -$327K -15,184 -1%
RJA
7
Raymond James & Associates
Florida
$10.6M +$676K +31,386 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.5M -$2.14M -99,514 -19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.6M +$585K +27,171 +11%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.43M -$64.6K -3,003 -1%
GC
11
Guggenheim Capital
Illinois
$4.91M -$1.56M -72,315 -23%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.8M -$317K -14,722 -7%
AA
13
Apriem Advisors
California
$3.74M +$141K +6,565 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$3.4M -$302K -14,009 -8%
Invesco
15
Invesco
Georgia
$2.83M +$369K +17,146 +14%
OMC
16
Old Mission Capital
Illinois
$2.42M +$2.63M +122,276 New
Stifel Financial
17
Stifel Financial
Missouri
$2.06M -$17.1K -795 -0.8%
NFG
18
Nations Financial Group
Iowa
$2.03M +$50K +2,325 +2%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$2.01M +$30.7K +1,427 +1%
Millennium Management
20
Millennium Management
New York
$1.84M +$1.3M +60,256 +184%
CI
21
Conning Inc
Connecticut
$1.76M +$39.7K +1,846 +2%
WAM
22
Weiss Asset Management
Massachusetts
$1.73M +$1.88M +87,414 New
SIG
23
Sargent Investment Group
Maryland
$1.67M +$1.82M +84,491 New
AG
24
Advisor Group
Arizona
$1.49M +$20.3K +945 +1%
RG
25
Rathbones Group
United Kingdom
$1.49M +$70K +3,250 +5%

UTF Hedge Fund Activity: Q4 2018 in Review

139 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q4 2018, worth a combined $264M — down 27% from $360M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UTF positions and 19 closed out — a net gain of 11 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.63M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $3.06M sold.

  • 139 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q4 2018, up from 131 in Q3 2018.
  • Funds reported $264M of Cohen & Steers Infrastructure Fund stock for Q4 2018, down 27% quarter-over-quarter.
  • 30 funds opened new Cohen & Steers Infrastructure Fund positions in Q4 2018 and 19 closed out, a net change of +11 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q4 2018 was Old Mission Capital, an estimated $2.63M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q4 2018 was Nine Masts Capital, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2018.