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Cohen & Steers

198 hedge funds and large institutions have $1.59B invested in Cohen & Steers in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $320K | Put options by funds: $83K

88% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $1.48B → $1.59B (+$107M)

1.37% more ownership

Funds ownership: 49.13%50.5% (+1.4%)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 200198 (-2)

Holders
198
Holders Change
-2
Holders Change %
-1%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
90
Reduced
48
Closed
22
Calls
$320K
Puts
$83K
Net Calls
+$237K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$7.61K +$2.65K +38 +47%
AAP
177
Arax Advisory Partners
Colorado
$7.32K +$837 +12 +12%
Bessemer Group
178
Bessemer Group
New Jersey
$7K +$7.81K +112 New
AFG
179
Albion Financial Group
Utah
$6.4K
NA
180
NewEdge Advisors
Louisiana
$6.27K -$1.74K -25 -20%
PTC
181
Private Trust Company
Ohio
$5.76K
PPC
182
Park Place Capital
Alabama
$4.48K
GWS
183
Glassman Wealth Services
Virginia
$4.22K
BIA
184
Bell Investment Advisors
California
$4.03K -$1.67K -24 -28%
Simplex Trading
185
Simplex Trading
Illinois
$4K +$5.02K +72 New
MCM
186
Manchester Capital Management
Vermont
$3.33K -$139 -2 -4%
VFA
187
Values First Advisors
Tennessee
$2.73K +$3K +43 New
FFA
188
Farther Finance Advisors
California
$2.56K
CTC
189
Central Trust Company
Missouri
$1.92K
JWA
190
JFS Wealth Advisors
Pennsylvania
$1.28K -$70 -1 -5%
SFG
191
Steward Financial Group
Texas
$1K +$907 +13 +118%
JFA
192
JNBA Financial Advisors
Minnesota
$768 +$837 +12 New
SC
193
Schubert & Co
Texas
$704
SIC
194
SJS Investment Consulting
Ohio
$448
AF
195
Advisornet Financial
Minnesota
$384
DI
196
Disciplined Investments
Oklahoma
$320
EI
197
Ellevest Inc
New York
$256
AF
198
Allworth Financial
California
$192
HNB
199
Huntington National Bank
Ohio
$64
Fayez Sarofim & Co
200
Fayez Sarofim & Co
Texas
-$3.23M -50,000 Closed

CNS Hedge Fund Activity: Q1 2023 in Review

198 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers (CNS) for Q1 2023, worth a combined $1.59B — up 7.2% from $1.48B a quarter earlier.

Fund positioning in CNS was balanced in Q1 2023: 22 funds opened new positions, 22 closed out, 90 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.2M. The largest seller was BAMCO Inc, cutting an estimated $14.6M.

  • 198 institutional investors held Cohen & Steers (CNS) as of Q1 2023, down from 200 in Q4 2022.
  • Funds reported $1.59B of Cohen & Steers stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 22 funds opened new Cohen & Steers positions in Q1 2023 and 22 closed out, a net change of 0 holders.
  • The largest Cohen & Steers buyer in Q1 2023 was Morgan Stanley, an estimated $20.2M added.
  • The largest Cohen & Steers seller in Q1 2023 was BAMCO Inc, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2023.