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Cohen & Steers Infrastructure Fund

195 hedge funds and large institutions have $405M invested in Cohen & Steers Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

4% more funds holding

Funds holding: 187195 (+8)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

5% more capital invested

Capital invested by funds: $386M → $405M (+$19.1M)

0.37% more ownership

Funds ownership: 17.72%18.09% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
195
Holders Change
+8
Holders Change %
+4.28%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
60
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paralel Advisors
Colorado
$66M
Morgan Stanley
2
Morgan Stanley
New York
$49.7M +$4.56M +193,230 +10%
MGAM
3
McGowan Group Asset Management
Texas
$30M -$501K -21,229 -2%
Wells Fargo
4
Wells Fargo
California
$26.4M +$207K +8,774 +0.8%
Bank of America
5
Bank of America
North Carolina
$21.2M -$645K -27,330 -3%
UBS Group
6
UBS Group
Switzerland
$19.9M +$106K +4,470 +0.5%
RJA
7
Raymond James & Associates
Florida
$17.1M +$916K +38,776 +6%
Ameriprise
8
Ameriprise
Minnesota
$14M -$522K -22,104 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.7M +$697K +29,525 +6%
SA
10
SRH Advisors
Kansas
$9.79M +$661 +28 +0%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.22M +$451K +19,085 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.28M -$320K -13,560 -4%
LPL Financial
13
LPL Financial
California
$5.71M +$465K +19,692 +9%
CWM
14
C2C Wealth Management
Arizona
$4.77M +$338K +14,330 +8%
BFIC
15
Bedell Frazier Investment Counselling
California
$4.58M -$38.4K -1,625 -0.8%
Stifel Financial
16
Stifel Financial
Missouri
$4.56M +$73.5K +3,113 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.6M +$11.5K +487 +0.3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.55M -$61.1K -2,589 -2%
KAS
19
Kestra Advisory Services
Texas
$3.45M -$411K -17,395 -11%
RG
20
Rathbones Group
United Kingdom
$3.28M +$136K +5,740 +4%
UCMOK
21
United Capital Management of KS
Kansas
$3.13M +$143K +6,043 +5%
CI
22
Conning Inc
Connecticut
$2.89M +$55.2K +2,336 +2%
CAN
23
Cetera Advisor Networks
California
$2.81M +$159K +6,747 +6%
Truist Financial
24
Truist Financial
North Carolina
$2.6M +$30.6K +1,295 +1%
AWM
25
Accel Wealth Management
Iowa
$2.54M +$87.8K +3,720 +4%

UTF Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q4 2022, worth a combined $405M — up 5% from $386M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UTF positions and 12 closed out — a net gain of 12 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.56M. The largest seller was HighTower Advisors, cutting an estimated $1.33M.

  • 195 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q4 2022, up from 187 in Q3 2022.
  • Funds reported $405M of Cohen & Steers Infrastructure Fund stock for Q4 2022, up 5% quarter-over-quarter.
  • 24 funds opened new Cohen & Steers Infrastructure Fund positions in Q4 2022 and 12 closed out, a net change of +12 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q4 2022 was Morgan Stanley, an estimated $4.56M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q4 2022 was HighTower Advisors, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2022.