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Cohen & Steers Infrastructure Fund

200 hedge funds and large institutions have $413M invested in Cohen & Steers Infrastructure Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 48

0.49% more ownership

Funds ownership: 16.9%17.39% (+0.49%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 204200 (-4)

10% less capital invested

Capital invested by funds: $459M → $413M (-$46.1M)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
63
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paralel Advisors
Colorado
$69.6M +$9.11M +338,232 +14%
Morgan Stanley
2
Morgan Stanley
New York
$47.6M -$498K -18,510 -1%
MGAM
3
McGowan Group Asset Management
Texas
$32.2M +$2.51M +93,258 +8%
Wells Fargo
4
Wells Fargo
California
$26.5M +$1.11M +41,145 +4%
Bank of America
5
Bank of America
North Carolina
$22.7M -$1.29M -47,933 -5%
UBS Group
6
UBS Group
Switzerland
$20.5M -$2.43M -90,200 -10%
Ameriprise
7
Ameriprise
Minnesota
$14.6M +$437K +16,224 +3%
RJA
8
Raymond James & Associates
Florida
$14.4M -$222K -8,245 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.7M +$568K +21,089 +4%
SA
10
SRH Advisors
Kansas
$10.3M +$646 +24 +0%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.33M -$582K -21,628 -6%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.94M -$420K -15,617 -5%
LPL Financial
13
LPL Financial
California
$5.38M +$552K +20,484 +11%
ARC
14
Advisor Resource Council
Texas
$4.95M +$4.93M +183,161 +1,464%
Stifel Financial
15
Stifel Financial
Missouri
$4.71M +$15.1K +559 +0.3%
CWM
16
C2C Wealth Management
Arizona
$4.57M +$358K +13,300 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.9M +$306K +11,380 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.62M -$218K -8,091 -5%
KAS
19
Kestra Advisory Services
Texas
$3.6M +$5.17K +192 +0.1%
UCMOK
20
United Capital Management of KS
Kansas
$3.06M +$95.4K +3,544 +3%
CI
21
Conning Inc
Connecticut
$2.94M +$51.7K +1,919 +2%
RG
22
Rathbones Group
United Kingdom
$2.9M +$189K +7,020 +7%
Truist Financial
23
Truist Financial
North Carolina
$2.86M -$6.95K -258 -0.2%
AWM
24
Accel Wealth Management
Iowa
$2.54M -$93.5K -3,473 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$2.47M -$6.11K -227 -0.2%

UTF Hedge Fund Activity: Q2 2022 in Review

200 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q2 2022, worth a combined $413M — down 10% from $459M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UTF and 16 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 63 added.

The largest buyer was Paralel Advisors, adding an estimated $9.11M. The largest seller was UBS Group, cutting an estimated $2.43M.

  • 200 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q2 2022, down from 204 in Q1 2022.
  • Funds reported $413M of Cohen & Steers Infrastructure Fund stock for Q2 2022, down 10% quarter-over-quarter.
  • 16 funds opened new Cohen & Steers Infrastructure Fund positions in Q2 2022 and 17 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q2 2022 was Paralel Advisors, an estimated $9.11M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q2 2022 was UBS Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2022.