We are live on ! Find out more
UTF icon

Cohen & Steers Infrastructure Fund

158 hedge funds and large institutions have $407M invested in Cohen & Steers Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 11

154% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 24

22% more funds holding

Funds holding: 130158 (+28)

8% more capital invested

Capital invested by funds: $377M → $407M (+$30.6M)

0.44% more ownership

Funds ownership: 16.17%16.61% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
158
Holders Change
+28
Holders Change %
+21.54%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
61
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$50.1M
UBS Group
2
UBS Group
Switzerland
$48.6M +$1.24M +46,995 +3%
Morgan Stanley
3
Morgan Stanley
New York
$37.4M +$5.43M +206,533 +17%
Wells Fargo
4
Wells Fargo
California
$27M -$702K -26,699 -3%
MGAM
5
McGowan Group Asset Management
Texas
$26.3M -$139K -5,272 -0.5%
Bank of America
6
Bank of America
North Carolina
$19.7M -$12.4M -473,041 -39%
RJA
7
Raymond James & Associates
Florida
$12.9M +$405K +15,392 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.5M +$3.45M +131,322 +38%
SIA
9
Sit Investment Associates
Minnesota
$10.3M +$10.3M +391,931 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10M +$1.48M +56,181 +17%
RCM
11
Rivernorth Capital Management
Florida
$9.82M +$9.86M +374,909 New
GC
12
Guggenheim Capital
Illinois
$9.4M +$3.06M +116,480 +48%
CA
13
Cornerstone Advisors
North Carolina
$6.92M +$6.95M +264,221 New
Stifel Financial
14
Stifel Financial
Missouri
$6.48M +$3.95M +150,132 +154%
LCM
15
Landscape Capital Management
New Jersey
$5.97M +$5.99M +227,808 New
LPL Financial
16
LPL Financial
California
$5.04M +$1.11M +42,299 +28%
First Trust Advisors
17
First Trust Advisors
Illinois
$4.8M +$195K +7,422 +4%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$4.76M -$187K -7,122 -4%
AG
19
Advisor Group
Arizona
$4.22M +$1.47M +55,846 +53%
CA
20
Cornerstone Advisory
Maryland
$4.13M +$4.15M +157,747 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.54M +$1.44M +54,755 +68%
WAM
22
Wolverine Asset Management
Illinois
$3.06M +$3.07M +116,801 New
Truist Financial
23
Truist Financial
North Carolina
$2.9M +$2.91M +110,840 New
Invesco
24
Invesco
Georgia
$2.82M +$607K +23,085 +27%
NFG
25
Nations Financial Group
Iowa
$2.69M +$147K +5,571 +6%

UTF Hedge Fund Activity: Q4 2019 in Review

158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q4 2019, worth a combined $407M — up 8.1% from $377M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UTF positions and 11 closed out — a net gain of 31 holders — while 61 added to existing stakes and 24 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $10.3M. The largest seller was Bank of America, cutting an estimated $12.4M.

  • 158 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q4 2019, up from 130 in Q3 2019.
  • Funds reported $407M of Cohen & Steers Infrastructure Fund stock for Q4 2019, up 8.1% quarter-over-quarter.
  • 42 funds opened new Cohen & Steers Infrastructure Fund positions in Q4 2019 and 11 closed out, a net change of +31 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $10.3M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q4 2019 was Bank of America, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2019.