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Cohen & Steers

113 hedge funds and large institutions have $786M invested in Cohen & Steers in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $735M → $786M (+$50.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.09% less ownership

Funds ownership: 42.8%41.71% (-1.1%)

7% less funds holding

Funds holding: 121113 (-8)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

40% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 47

91% less call options, than puts

Call options by funds: $25K | Put options by funds: $274K

Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
28
Reduced
47
Closed
18
Calls
$25K
Puts
$274K
Net Calls
-$249K
Net Calls Change
-$737K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$131M +$195K +4,662 +0.1%
ClearBridge Investments
2
ClearBridge Investments
New York
$67.5M +$520K +12,427 +0.8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$61.5M -$2.09M -50,073 -3%
GI
4
GAMCO Investors
Connecticut
$55.5M -$1.47M -35,033 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$47.6M +$301K +7,200 +0.6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$46.9M +$216K +5,158 +0.5%
GKIM
7
GW&K Investment Management
Massachusetts
$38M -$335K -8,012 -0.9%
BTW
8
Boston Trust Walden
Massachusetts
$35.8M -$1.81M -43,314 -5%
CCM
9
Century Capital Management
Massachusetts
$26M -$2.19M -52,352 -8%
VFA
10
Virtus Fund Advisers
Connecticut
$26M +$52.4K +1,252 +0.2%
BFA
11
BlackRock Fund Advisors
California
$20.8M +$3.01M +72,039 +17%
BIT
12
BlackRock Institutional Trust
California
$20.5M +$40.3K +964 +0.2%
EVM
13
Eaton Vance Management
Massachusetts
$19M -$896K -21,435 -5%
State Street
14
State Street
Massachusetts
$16.1M +$326K +7,794 +2%
Goldman Sachs
15
Goldman Sachs
New York
$15.2M -$17.6K -420 -0.1%
WAM
16
Winslow Asset Management
Ohio
$14.5M -$230K -5,500 -2%
RA
17
Royce & Associates
New York
$12M
Wells Fargo
18
Wells Fargo
California
$11.4M -$32.4K -774 -0.3%
Northern Trust
19
Northern Trust
Illinois
$9.65M -$298K -7,135 -3%
Lazard Asset Management
20
Lazard Asset Management
New York
$8.11M -$38.7K -926 -0.5%
Norges Bank
21
Norges Bank
Norway
$6.58M
GF
22
Gabelli Funds
New York
$6.4M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.32M -$177K -4,239 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.79M +$1.05M +25,206 +28%
SI
25
Scout Investments
Missouri
$4.75M +$4.18K +100 +0.1%

CNS Hedge Fund Activity: Q4 2014 in Review

113 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers (CNS) for Q4 2014, worth a combined $786M — up 6.9% from $735M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CNS and 12 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 28 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.01M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $4.71M sold.

  • 113 institutional investors held Cohen & Steers (CNS) as of Q4 2014, down from 121 in Q3 2014.
  • Funds reported $786M of Cohen & Steers stock for Q4 2014, up 6.9% quarter-over-quarter.
  • 12 funds opened new Cohen & Steers positions in Q4 2014 and 18 closed out, a net change of -6 holders.
  • The largest Cohen & Steers buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $3.01M added.
  • The largest Cohen & Steers seller in Q4 2014 was JP Morgan Chase, an estimated $4.71M sold.

Based on aggregated 13F filings for Q4 2014.