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Cohen & Steers
CNS

Overview Fund Activity

279 hedge funds and large institutions have $2.74B invested in Cohen & Steers in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
106
Reduced
74
Closed
25
Calls
$323K
Puts
$184K
Net Calls
+$139K
Net Calls Change
-$196K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$21.8M
2
BlackRock
BlackRock
New York
$401M
3
Goldman Sachs
Goldman Sachs
New York
$22.2M
4
CAM
Congress Asset Management
Massachusetts
$48.8M
5
Fisher Asset Management
Fisher Asset Management
Washington
$9.23M

Top Sellers

1
WA
Wasatch Advisors
Utah
$173M
2
Victory Capital Management
Victory Capital Management
Texas
$103M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$41.7M
4
SEI Investments
SEI Investments
Pennsylvania
$14.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
251
Rothschild Investment LLC
Illinois
$3.23K +$462 +5 +17%
WA
252
Whipplewood Advisors
Colorado
$3.14K +$3.14K +34 New
FGC
253
Financial Gravity Companies
Texas
$2.96K – – –
EBA
254
Eagle Bay Advisors
New York
$2.59K -$3.05K -33 -54%
SCM
255
Sterling Capital Management
North Carolina
$2.59K – – –
SPIA
256
Steward Partners Investment Advisory
New York
$2.49K +$2.22K +24 +800%
CA
257
CoreCap Advisors
Michigan
$2.4K – – –
JWA
258
JFS Wealth Advisors
Pennsylvania
$2.31K – – –
HWM
259
Hemington Wealth Management
Virginia
$2K +$560 +7 +39%
CFD
260
Creative Financial Designs
Indiana
$1.75K +$1.75K +19 New
VCM
261
Versant Capital Management
Arizona
$1.48K +$1.02K +11 +220%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$1.39K – – –
SS
263
SBI Securities
Japan
$1.2K +$1.2K +13 New
IA
264
IFP Advisors
Florida
$1.02K – – –
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.02K – – –
AF
266
Allworth Financial
California
$954 -$20.6K -238 -96%
CB
267
CNB Bank
Pennsylvania
$923 – – –
MAS
268
MPWM Advisory Solutions
Georgia
$739 +$739 +8 New
SIC
269
SJS Investment Consulting
Ohio
$647 -$92 -1 -13%
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$555 – – –
BGAI
271
Bruce G. Allen Investments
Colorado
$554 – – –
WCM
272
WealthTrak Capital Management
Virginia
$462 +$462 +5 New
BIG
273
Brooklyn Investment Group
New York
$462 +$462 +5 New
AAM
274
Advisors Asset Management
Colorado
$369 +$369 +4 New
PFBT
275
Parkside Financial Bank & Trust
Missouri
$278 – – –
9 10
11
12 13