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Cohen & Steers Infrastructure Fund

149 hedge funds and large institutions have $332M invested in Cohen & Steers Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 147149 (+2)

0% more capital invested

Capital invested by funds: $331M → $332M (+$742K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.09% less ownership

Funds ownership: 16.08%15.99% (-0.09%)

27% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 51

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% 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
19
Increased
37
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$47M
Bank of America
2
Bank of America
North Carolina
$39.1M -$33.6K -1,466 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$35.1M -$223K -9,716 -0.6%
Wells Fargo
4
Wells Fargo
California
$23.3M -$1.14M -49,741 -5%
MGAM
5
McGowan Group Asset Management
Texas
$23M -$153K -6,678 -0.6%
UBS Group
6
UBS Group
Switzerland
$22.5M -$1.79M -77,972 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.3M +$819K +35,694 +6%
SA
8
SRH Advisors
Kansas
$9.05M +$5.23M +228,011 +127%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.95M +$225K +9,796 +2%
RJA
10
Raymond James & Associates
Florida
$8.88M -$714K -31,094 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.22M +$386K +16,817 +5%
GC
12
Guggenheim Capital
Illinois
$5.69M -$740K -32,230 -11%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.84M -$39.2K -1,706 -1%
IECM
14
Intrinsic Edge Capital Management
Illinois
$3.52M
First Trust Advisors
15
First Trust Advisors
Illinois
$3.51M -$121K -5,270 -3%
Stifel Financial
16
Stifel Financial
Missouri
$3.35M -$1.56M -67,787 -31%
Truist Financial
17
Truist Financial
North Carolina
$3.3M +$185K +8,073 +6%
LPL Financial
18
LPL Financial
California
$3.27M +$274K +11,939 +9%
CA
19
Cornerstone Advisory
Maryland
$3.23M -$101K -4,396 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.94M +$136K +5,933 +5%
KAS
21
Kestra Advisory Services
Texas
$2.58M +$2.67M +116,230 New
SIG
22
Sargent Investment Group
Maryland
$2.4M -$36.7K -1,599 -1%
NFG
23
Nations Financial Group
Iowa
$2.32M -$8.77K -382 -0.4%
CI
24
Conning Inc
Connecticut
$2.28M +$46.5K +2,026 +2%
RG
25
Rathbones Group
United Kingdom
$2.24M +$25.2K +1,100 +1%

UTF Hedge Fund Activity: Q3 2020 in Review

149 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q3 2020, worth a combined $332M — up 0.22% from $331M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTF positions and 16 closed out — a net gain of 3 holders — while 37 added to existing stakes and 51 trimmed.

The largest buyer was SRH Advisors, adding an estimated $5.23M. The largest seller was Cetera Advisors, cutting an estimated $2.52M.

  • 149 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q3 2020, up from 147 in Q2 2020.
  • Funds reported $332M of Cohen & Steers Infrastructure Fund stock for Q3 2020, up 0.22% quarter-over-quarter.
  • 19 funds opened new Cohen & Steers Infrastructure Fund positions in Q3 2020 and 16 closed out, a net change of +3 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q3 2020 was SRH Advisors, an estimated $5.23M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q3 2020 was Cetera Advisors, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2020.