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Cohen & Steers

280 hedge funds and large institutions have $2.74B invested in Cohen & Steers in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

76% more call options, than puts

Call options by funds: $323K | Put options by funds: $184K

46% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 74

9% more funds holding

Funds holding: 258280 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.82% less ownership

Funds ownership: 60.42%58.6% (-1.8%)

7% less capital invested

Capital invested by funds: $2.93B → $2.74B (-$196M)

Holders
280
Holders Change
+22
Holders Change %
+8.53%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
108
Reduced
74
Closed
25
Calls
$323K
Puts
$184K
Net Calls
+$139K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$401M +$11.6M +117,252 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$307M +$2.18M +22,012 +0.7%
BAMCO Inc
3
BAMCO Inc
New York
$186M -$61.5K -622 -0%
WA
4
Wasatch Advisors
Utah
$173M -$114M -1,153,418 -38%
ClearBridge Investments
5
ClearBridge Investments
New York
$115M
Morgan Stanley
6
Morgan Stanley
New York
$109M +$7.25M +73,278 +7%
State Street
7
State Street
Massachusetts
$105M +$4.15M +41,974 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$104M -$6.1M -61,647 -5%
Victory Capital Management
9
Victory Capital Management
Texas
$103M -$48.4M -489,426 -30%
CCM
10
Copeland Capital Management
Pennsylvania
$101M +$525K +5,303 +0.5%
Charles Schwab
11
Charles Schwab
California
$92.7M +$5.23M +52,846 +6%
BTW
12
Boston Trust Walden
Massachusetts
$85M +$112K +1,132 +0.1%
Invesco
13
Invesco
Georgia
$81.6M +$4.82M +48,683 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$66.9M +$1.54M +15,526 +2%
CAM
15
Congress Asset Management
Massachusetts
$48.8M +$9.42M +95,185 +22%
Raymond James Financial
16
Raymond James Financial
Florida
$44.7M +$47.9M +484,476 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$41.7M -$10.9M -110,632 -20%
Norges Bank
18
Norges Bank
Norway
$34.2M +$378K +3,822 +1%
Northern Trust
19
Northern Trust
Illinois
$33.7M -$226K -2,289 -0.6%
GKIM
20
GW&K Investment Management
Massachusetts
$29.4M -$629K -6,355 -2%
GI
21
GAMCO Investors
Connecticut
$25.6M -$2.2M -22,287 -7%
Goldman Sachs
22
Goldman Sachs
New York
$22.2M +$9.62M +97,209 +68%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.2M -$5.51M -55,709 -19%
UBS Group
24
UBS Group
Switzerland
$21.8M +$16.6M +167,674 +243%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$20.8M -$2.47M -25,000 -10%

CNS Hedge Fund Activity: Q4 2024 in Review

280 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers (CNS) for Q4 2024, worth a combined $2.74B — down 6.7% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new CNS positions and 25 closed out — a net gain of 28 holders — while 108 added to existing stakes and 74 trimmed.

The largest buyer was UBS Group, adding an estimated $16.6M. The largest seller was Wasatch Advisors, cutting an estimated $114M.

  • 280 institutional investors held Cohen & Steers (CNS) as of Q4 2024, up from 258 in Q3 2024.
  • Funds reported $2.74B of Cohen & Steers stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 53 funds opened new Cohen & Steers positions in Q4 2024 and 25 closed out, a net change of +28 holders.
  • The largest Cohen & Steers buyer in Q4 2024 was UBS Group, an estimated $16.6M added.
  • The largest Cohen & Steers seller in Q4 2024 was Wasatch Advisors, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2024.