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Cohen & Steers Infrastructure Fund

190 hedge funds and large institutions have $408M invested in Cohen & Steers Infrastructure Fund in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 40

1% more capital invested

Capital invested by funds: $405M → $408M (+$3.46M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 15.58%15.2% (-0.38%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 193190 (-3)

Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
71
Reduced
40
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$60.7M
Morgan Stanley
2
Morgan Stanley
New York
$50.1M +$5.21M +180,998 +12%
Bank of America
3
Bank of America
North Carolina
$30.6M -$7.26M -252,081 -19%
Wells Fargo
4
Wells Fargo
California
$28.7M -$338K -11,730 -1%
MGAM
5
McGowan Group Asset Management
Texas
$28.7M -$606K -21,051 -2%
UBS Group
6
UBS Group
Switzerland
$26M -$1.19M -41,205 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.5M -$811K -28,184 -6%
RJA
8
Raymond James & Associates
Florida
$12.2M +$250K +8,692 +2%
SA
9
SRH Advisors
Kansas
$11.7M +$288 +10 +0%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.2M -$2.08M -72,262 -17%
Ameriprise
11
Ameriprise
Minnesota
$9.59M +$645K +22,391 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.93M +$296K +10,275 +3%
LPL Financial
13
LPL Financial
California
$5.5M +$469K +16,299 +9%
Stifel Financial
14
Stifel Financial
Missouri
$4.96M -$69.4K -2,410 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.73M +$481K +16,712 +11%
KAS
16
Kestra Advisory Services
Texas
$3.66M +$345K +11,999 +10%
Truist Financial
17
Truist Financial
North Carolina
$3.63M -$608K -21,117 -14%
RG
18
Rathbones Group
United Kingdom
$3.25M -$153K -5,320 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.24M +$23.6K +819 +0.7%
CI
20
Conning Inc
Connecticut
$3.11M +$52K +1,807 +2%
GC
21
Guggenheim Capital
Illinois
$3.08M -$2.38M -82,784 -44%
SIG
22
Sargent Investment Group
Maryland
$2.75M -$16.4K -570 -0.6%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.68M -$1.24M -43,136 -32%
NAM
24
NTV Asset Management
West Virginia
$2.39M +$107K +3,700 +5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.37M -$63.1K -2,193 -3%

UTF Hedge Fund Activity: Q2 2021 in Review

190 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q2 2021, worth a combined $408M — up 0.85% from $405M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of UTF and 19 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 71 added.

The largest buyer was Morgan Stanley, adding an estimated $5.21M. The largest seller was Bank of America, cutting an estimated $7.26M.

  • 190 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q2 2021, down from 193 in Q1 2021.
  • Funds reported $408M of Cohen & Steers Infrastructure Fund stock for Q2 2021, up 0.85% quarter-over-quarter.
  • 19 funds opened new Cohen & Steers Infrastructure Fund positions in Q2 2021 and 20 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q2 2021 was Morgan Stanley, an estimated $5.21M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q2 2021 was Bank of America, an estimated $7.26M sold.

Based on aggregated 13F filings for Q2 2021.