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Cohen & Steers Infrastructure Fund

147 hedge funds and large institutions have $331M invested in Cohen & Steers Infrastructure Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $283M → $331M (+$48.3M)

0.05% more ownership

Funds ownership: 16.03%16.08% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 159147 (-12)

15% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 46

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
147
Holders Change
-12
Holders Change %
-7.55%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
39
Reduced
46
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$46.6M
Bank of America
2
Bank of America
North Carolina
$38.8M +$7.55M +357,336 +25%
Morgan Stanley
3
Morgan Stanley
New York
$35M +$6.87M +324,934 +26%
Wells Fargo
4
Wells Fargo
California
$24.2M +$1.76M +83,097 +8%
UBS Group
5
UBS Group
Switzerland
$24M -$714K -33,790 -3%
MGAM
6
McGowan Group Asset Management
Texas
$23M +$1.3M +61,287 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.4M -$2.5M -118,139 -16%
RJA
8
Raymond James & Associates
Florida
$9.49M +$34.6K +1,638 +0.4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.66M -$6.78K -321 -0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.79M +$633K +29,976 +11%
GC
11
Guggenheim Capital
Illinois
$6.35M -$1.02M -48,039 -14%
Stifel Financial
12
Stifel Financial
Missouri
$4.82M -$592K -28,034 -11%
SA
13
SRH Advisors
Kansas
$3.95M +$275 +13 +0%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$3.85M -$81.5K -3,859 -2%
First Trust Advisors
15
First Trust Advisors
Illinois
$3.6M -$172K -8,124 -5%
IECM
16
Intrinsic Edge Capital Management
Illinois
$3.49M +$173K +8,207 +5%
CA
17
Cornerstone Advisory
Maryland
$3.31M -$425K -20,107 -12%
Truist Financial
18
Truist Financial
North Carolina
$3.1M +$710K +33,604 +31%
LPL Financial
19
LPL Financial
California
$2.98M +$655K +31,012 +30%
CA
20
Cetera Advisors
Colorado
$2.9M -$215K -10,180 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.79M +$121K +5,722 +5%
SIG
22
Sargent Investment Group
Maryland
$2.47M +$45.7K +2,165 +2%
NFG
23
Nations Financial Group
Iowa
$2.31M +$401 +19 +0%
Ameriprise
24
Ameriprise
Minnesota
$2.26M -$111K -5,245 -5%
CI
25
Conning Inc
Connecticut
$2.22M +$49K +2,317 +2%

UTF Hedge Fund Activity: Q2 2020 in Review

147 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q2 2020, worth a combined $331M — up 17% from $283M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of UTF and 16 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 39 added.

The largest buyer was Bank of America, adding an estimated $7.55M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $2.99M sold.

  • 147 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q2 2020, down from 159 in Q1 2020.
  • Funds reported $331M of Cohen & Steers Infrastructure Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 16 funds opened new Cohen & Steers Infrastructure Fund positions in Q2 2020 and 26 closed out, a net change of -10 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q2 2020 was Bank of America, an estimated $7.55M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q2 2020 was 1832 Asset Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q2 2020.