Duff & Phelps Utlity and Inf (DPG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Duff & Phelps Utlity and Inf (DPG) following the 2026 Q1 hedge fund 13F filings?

As of today, DPG has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -4.7%. Since the quarter end (March 31, 2026), DPG gained -1.0% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Duff & Phelps Utlity and Inf (DPG)

85 + Investors. Track Smart Money conviction in DPG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — DPG

Based on 86 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added DPG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

86 hedge funds hold DPG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 62% buying

46 buying28 selling

Last quarter: 46 funds were net buyers (17 opened a brand new position + 29 added to an existing one). Only 28 were sellers (21 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 12 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 26% medium ■ 22% new

45 out of 86 hedge funds have held DPG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

13 → 11 → 12 → 12 → 17 new funds/Q

New funds entering each quarter: 11 → 12 → 12 → 17. A growing number of institutions are discovering DPG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 15% 1-2yr ■ 23% new

Of 86 current holders: 53 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

13 of 86 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in DPG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	85	76	11.84%
13F Shares	11M	10M	11.15%
Total Value	$156M	$128M	21.92%
New Positions	17	12	+5
Increased Positions	29	38	-9
Closed Positions	8	12	-4
Reduced Positions	20	11	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

11.84%

13F Shares

11M

10M

11.15%

Total Value

$156M

$128M

21.92%

New Positions

Increased Positions

-9

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

85 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DPG. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DPG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kanen Wealth Management LLC	2.72%	523,585	$7.6M
2	Thomas J. Herzfeld Advisors, Inc.	1.92%	391,497	$5.7M
3	Closed-End Fund Advisors, Inc.	0.61%	41,769	$603K
4	Bulldog Investors, LLP	0.57%	176,130	$2.5M
5	United Advisor Group, LLC	0.55%	309,774	$4.5M
6	Concorde Asset Management, LLC	0.41%	57,420	$833K
7	Elm3 Financial Group, LLC	0.39%	32,251	$466K
8	Cascade Investment Group, INC.	0.32%	33,750	$487K
9	Advisors Asset Management, Inc.	0.26%	1,086,566	$15.7M
10	Blue Bell Private Wealth Management, LLC	0.25%	120,570	$1.7M
11	Karpus Management, Inc.	0.24%	533,200	$7.7M
12	Decision Investments, Inc	0.19%	11,650	$168K
13	Quantedge Capital Pte Ltd	0.18%	22,400	$323K
14	Wealth Advisors of Tampa Bay, LLC	0.15%	32,000	$462K
15	J.W. Cole Advisors, INC.	0.12%	243,330	$3.5M
16	Catalina Capital Group, LLC	0.12%	13,732	$198K
17	Almitas Capital LLC	0.07%	22,565	$326K
18	Saba Capital Management, L.P.	0.07%	172,750	$2.5M
19	Hennion & Walsh Asset Management, Inc.	0.04%	86,836	$1.3M
20	City of London Investment Management Co Ltd	0.04%	35,868	$518K
21	Zimmer Partners, LP	0.04%	107,700	$1.6M
22	Nwam LLC	0.03%	35,712	$516K
23	Pathstone Holdings, LLC	0.03%	490,161	$7.1M
24	Hilton Head Capital Partners, LLC	0.03%	3,384	$49K
25	SeaCrest Wealth Management, LLC	0.02%	15,112	$218K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Duff & Phelps Utlity and Inf (DPG)

What does the Smart Money Trend signal show for DPG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DPG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DPG?

More buyers than sellers — 62% buying: Last quarter: 46 funds were net buyers (17 opened a brand new position + 29 added to an existing one). Only 28 were sellers (21 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DPG holders?

Elite ownership — 41% AUM from top-100 funds: 13 of 86 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in DPG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DPG?

52% of holders stayed for 2+ years: 45 out of 86 hedge funds have held DPG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Duff & Phelps Utlity and Inf (DPG) following the 2026 Q1 hedge fund 13F filings?

As of today, DPG has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -4.7%. Since the quarter end (March 31, 2026), DPG has gained -1.0% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Duff & Phelps Utlity and Inf (DPG)

Smart Money Signals — DPG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~17 new funds per quarter

52% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 62% of holders stayed 2+ years

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — DPG

Hedge Fund Ownership: DPG

Market Analysis: DPG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DPG

Is It Too Late to Buy Duff & Phelps Utlity and Inf (DPG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: DPG

Statistics: DPG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Duff & Phelps Utlity and Inf (DPG)

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