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Cohen & Steers

127 hedge funds and large institutions have $582M invested in Cohen & Steers in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $2K | Put options by funds: $1K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $509M → $582M (+$73.5M)

8% more funds holding

Funds holding: 118127 (+9)

1.2% more ownership

Funds ownership: 40.86%42.06% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
45
Reduced
43
Closed
12
Calls
$2K
Puts
$1K
Net Calls
+$1K
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$90.6M
ClearBridge Investments
2
ClearBridge Investments
New York
$48.6M -$21.9K -727 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42.9M +$939K +31,231 +2%
GI
4
GAMCO Investors
Connecticut
$36M -$411K -13,685 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$35.3M +$459K +15,270 +1%
VFA
6
Virtus Fund Advisers
Connecticut
$30.4M -$872K -29,020 -3%
GKIM
7
GW&K Investment Management
Massachusetts
$26.3M -$908K -30,210 -3%
CCM
8
Century Capital Management
Massachusetts
$24.8M +$8.64M +287,359 +55%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$21.5M +$21.2M +703,781 New
BTW
10
Boston Trust Walden
Massachusetts
$20.6M -$4.27M -142,034 -17%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$20.2M +$3.67M +122,043 +23%
BIT
12
BlackRock Institutional Trust
California
$17.2M +$241K +8,018 +1%
BFA
13
BlackRock Fund Advisors
California
$16.2M +$787K +26,182 +5%
Renaissance Technologies
14
Renaissance Technologies
New York
$15.4M +$779K +25,900 +5%
State Street
15
State Street
Massachusetts
$11.1M -$487K -16,212 -4%
WAM
16
Winslow Asset Management
Ohio
$9.67M -$106K -3,510 -1%
RA
17
Royce & Associates
New York
$8.7M
RFC
18
Russell Frank Company
Washington
$7.45M +$7.18M +238,764 New
Northern Trust
19
Northern Trust
Illinois
$7.44M +$211K +7,028 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$6.38M +$2.14M +71,353 +52%
GF
21
Gabelli Funds
New York
$4.96M +$259K +8,600 +6%
Morgan Stanley
22
Morgan Stanley
New York
$4.13M +$600K +19,948 +17%
Norges Bank
23
Norges Bank
Norway
$3.9M -$751K -25,000 -16%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.81M +$481 +16 +0%
SI
25
Scout Investments
Missouri
$3.57M -$156K -5,200 -4%

CNS Hedge Fund Activity: Q4 2015 in Review

127 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers (CNS) for Q4 2015, worth a combined $582M — up 14% from $509M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CNS positions and 12 closed out — a net gain of 9 holders — while 45 added to existing stakes and 43 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $21.2M. The largest seller was Citigroup, cutting an estimated $9.56M.

  • 127 institutional investors held Cohen & Steers (CNS) as of Q4 2015, up from 118 in Q3 2015.
  • Funds reported $582M of Cohen & Steers stock for Q4 2015, up 14% quarter-over-quarter.
  • 21 funds opened new Cohen & Steers positions in Q4 2015 and 12 closed out, a net change of +9 holders.
  • The largest Cohen & Steers buyer in Q4 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $21.2M added.
  • The largest Cohen & Steers seller in Q4 2015 was Citigroup, an estimated $9.56M sold.

Based on aggregated 13F filings for Q4 2015.