Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cohen & Steers Infrastructur (UTF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
9Q ▲
Buyers last Q
58%

Smart Money Signals — UTF

Based on 245 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added UTF 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
245 hedge funds hold UTF 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

125 buying89 selling
Last quarter: 125 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 31 → 29 → 39 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 26% medium ■ 18% new
137 out of 245 hedge funds have held UTF 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.
💎

Buying through price weakness — shares -11%, value -87%

Value
-86%
Shares
-11%
Last quarter: funds added -11% more shares while total portfolio value only changed -87%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

38 → 31 → 29 → 39 → 34 new funds/Q
New funds entering each quarter: 31 → 29 → 39 → 34. A growing number of institutions are discovering UTF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 15% 1-2yr ■ 24% new
Of 245 current holders: 150 (61%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
16 of 245 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in UTF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — UTF

In 2026 Q1, 125 hedge funds were net buyers of UTF (34 opened a new position, 91 added to an existing one), while 89 reduced or exited (60 trimmed, 29 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in UTF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 245.

Hedge Fund Ownership: UTF

How many hedge funds hold UTF — quarterly history vs. share price
Quarterly hedge fund ownership of UTF vs. share price

Market Analysis: UTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UTF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cohen & Steers Infrastructur (UTF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UTF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
UTF
+4.7%
XLF
+9.5%

UTF outperformed XLF by -4.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
UTF
+1.0%
XLF
+5.8%

Since the filing became public, UTF outperformed XLF by -4.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 3 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: UTF
243 + Investors

Track Smart Money conviction in UTF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 243 240 1.25%
13F Shares 24M 27M -11.01%
Total Value $579M $4.41B -86.88%
New Positions 34 39 -5
Increased Positions 91 100 -9
Closed Positions 31 31 -
Reduced Positions 60 48 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UTF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

243 + investors

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

QUARTER:
Top 25 UTF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 C2C Wealth Management, LLC 6.07% 277,370 $7.2M
2 McGowan Group Asset Management, Inc. 4.56% 1,382,321 $35.8M
3 Srh Advisors, LLC 3.02% 408,330 $10.6M
4 Paralel Advisors LLC 2.96% 2,750,000 $71.2M
5 Smith Asset Management Co., LLC 2.11% 94,880 $2.5M
6 Advisory Advocates, LLC 1.83% 76,147 $1.8M
7 Bedell Frazier Investment Counselling, LLC 1.62% 309,461 $8.0M
8 Matrix Private Capital Group LLC 1.50% 120,381 $3.1M
9 PMG Family Office LLC 1.48% 51,071 $1.3M
10 Rivernorth Capital Management, LLC 0.79% 612,176 $15.8M
11 Bluefin Capital Management, LLC 0.60% 100,777 $2.4M
12 Shaker Financial Services, LLC 0.59% 65,899 $1.7M
13 Yakira Capital Management, Inc. 0.57% 74,722 $1.9M
14 Accel Wealth Management 0.49% 73,092 $1.9M
15 Symphony Financial Services, Inc. 0.47% 35,434 $917K
16 Absolute Investment Advisers, LLC 0.43% 142,391 $3.7M
17 Investment Partners Asset Management, Inc. 0.40% 25,335 $656K
18 Mission Hills Financial Advisory, LLC 0.37% 28,057 $726K
19 Westbourne Investment Advisors, Inc. 0.26% 34,600 $895K
20 Quarry LP 0.26% 56,139 $1.5M
21 Primoris Wealth Advisors, LLC 0.25% 13,697 $354K
22 Community Bank of Raymore 0.24% 14,032 $363K
23 Almitas Capital LLC 0.23% 38,562 $998K
24 Abel Hall, LLC 0.22% 40,000 $1.0M
25 Quad-Cities Investment Group, LLC 0.21% 20,230 $524K
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 — Cohen & Steers Infrastructur (UTF)

What does the Smart Money Trend signal show for UTF?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added UTF 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 UTF?

Slight buying edge — 58% buying: Last quarter: 125 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UTF holders?

Elite ownership — 40% AUM from top-100 funds: 16 of 245 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in UTF. 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 UTF?

56% of holders stayed for 2+ years: 137 out of 245 hedge funds have held UTF 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 Cohen & Steers Infrastructur (UTF) following the 2026 Q1 hedge fund 13F filings?

As of today, UTF has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -4.8%. Since the quarter end (March 31, 2026), UTF has gained +4.7% vs +9.5% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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