We are live on ! Find out more
UTF icon

Cohen & Steers Infrastructure Fund

192 hedge funds and large institutions have $396M invested in Cohen & Steers Infrastructure Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 37

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1% more funds holding

Funds holding: 190192 (+2)

0.42% more ownership

Funds ownership: 15.2%15.62% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $408M → $396M (-$12.1M)

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
71
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$57.3M
Morgan Stanley
2
Morgan Stanley
New York
$48.2M +$975K +34,308 +2%
Wells Fargo
3
Wells Fargo
California
$29.3M +$2.29M +80,528 +8%
MGAM
4
McGowan Group Asset Management
Texas
$26.6M -$480K -16,880 -2%
Bank of America
5
Bank of America
North Carolina
$25.6M -$3.4M -119,680 -11%
UBS Group
6
UBS Group
Switzerland
$24.7M +$111K +3,914 +0.4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.9M +$1.13M +39,921 +9%
RJA
8
Raymond James & Associates
Florida
$12M +$493K +17,346 +4%
SA
9
SRH Advisors
Kansas
$11M +$256 +9 +0%
Ameriprise
10
Ameriprise
Minnesota
$10.1M +$1.08M +37,896 +11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.82M +$240K +8,426 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.82M +$416K +14,616 +5%
LPL Financial
13
LPL Financial
California
$5.61M +$441K +15,499 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.33M +$2.38M +83,660 +74%
Stifel Financial
15
Stifel Financial
Missouri
$4.95M +$271K +9,534 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.51M +$39.9K +1,403 +0.9%
KAS
17
Kestra Advisory Services
Texas
$3.67M +$216K +7,605 +6%
Truist Financial
18
Truist Financial
North Carolina
$3.16M -$279K -9,814 -8%
RG
19
Rathbones Group
United Kingdom
$3.06M -$13.4K -470 -0.4%
CI
20
Conning Inc
Connecticut
$2.99M +$52.8K +1,856 +2%
UCMOK
21
United Capital Management of KS
Kansas
$2.84M +$2.98M +104,787 New
First Trust Advisors
22
First Trust Advisors
Illinois
$2.58M +$54.6K +1,921 +2%
GC
23
Guggenheim Capital
Illinois
$2.46M -$472K -16,591 -15%
CAN
24
Cetera Advisor Networks
California
$2.35M +$130K +4,572 +6%
ECA
25
Elevated Capital Advisors
Utah
$2.32M +$2.43M +85,608 New

UTF Hedge Fund Activity: Q3 2021 in Review

192 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q3 2021, worth a combined $396M — down 3% from $408M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UTF positions and 13 closed out — a net gain of 4 holders — while 71 added to existing stakes and 37 trimmed.

The largest buyer was United Capital Management of KS, opening a new position worth an estimated $2.98M. The largest seller was Bank of America, cutting an estimated $3.4M.

  • 192 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q3 2021, up from 190 in Q2 2021.
  • Funds reported $396M of Cohen & Steers Infrastructure Fund stock for Q3 2021, down 3% quarter-over-quarter.
  • 17 funds opened new Cohen & Steers Infrastructure Fund positions in Q3 2021 and 13 closed out, a net change of +4 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q3 2021 was United Capital Management of KS, an estimated $2.98M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q3 2021 was Bank of America, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2021.