Cohen & Steers Infrastructure Fund
UTF
181 hedge funds and large institutions have $401M invested in Cohen & Steers Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 12 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 49
0.07% more ownership
Funds ownership: 18.03% → 18.1% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less capital invested
Capital invested by funds: $412M → $401M (-$11.1M)
3% less funds holding
Funds holding: 186 → 181 (-5)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$6.39M |
| 2 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$3.8M |
| 3 |
Goldman Sachs
New York
|
+$1.8M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.25M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.24M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.72M |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
-$2.7M |
| 4 |
Morgan Stanley
New York
|
-$1.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$803K |
UTF Hedge Fund Activity: Q2 2023 in Review
181 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q2 2023, worth a combined $401M — down 2.7% from $412M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of UTF and 9 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 64 added.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $6.39M. The largest seller was Wells Fargo, cutting an estimated $5.24M.
- 181 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q2 2023, down from 186 in Q1 2023.
- Funds reported $401M of Cohen & Steers Infrastructure Fund stock for Q2 2023, down 2.7% quarter-over-quarter.
- 9 funds opened new Cohen & Steers Infrastructure Fund positions in Q2 2023 and 12 closed out, a net change of -3 holders.
- The largest Cohen & Steers Infrastructure Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $6.39M added.
- The largest Cohen & Steers Infrastructure Fund seller in Q2 2023 was Wells Fargo, an estimated $5.24M sold.
Based on aggregated 13F filings for Q2 2023.