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Cohen & Co
COHN

18 hedge funds and large institutions have $1.12M invested in Cohen & Co in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

29% more funds holding

Funds holding: 14 → 18 (+4)

12% more capital invested

Capital invested by funds: $995K → $1.12M (+$121K)

0.09% more ownership

Funds ownership: 0.33% → 0.42% (+0.09%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$195K
2
VKH
Virtu KCG Holdings
New York
+$18.4K
3
CB
Commerce Bank
Missouri
+$17.3K
4
Creative Planning
Creative Planning
Kansas
+$364
5
M
MOTCO
Texas
+$208

Top Sellers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
-$2K
2
Morgan Stanley
Morgan Stanley
New York
-$797
3
Wells Fargo
Wells Fargo
California
-$35
Name Holding Trade Value Shares
Change 		Change in
Stake
BIT
1
BlackRock Institutional Trust
California
$442K – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$298K – – –
HighTower Advisors
3
HighTower Advisors
Illinois
$197K +$195K +11,266 New
BCM
4
Bridgeway Capital Management
Texas
$53K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$41K – – –
Northern Trust
6
Northern Trust
Illinois
$24K +$104 +6 +0.4%
VKH
7
Virtu KCG Holdings
New York
$19K +$18.4K +1,062 New
CB
8
Commerce Bank
Missouri
$18K +$17.3K +1,000 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$15K – – –
Morgan Stanley
10
Morgan Stanley
New York
$6K -$797 -46 -13%
BIM
11
BlackRock Investment Management
Delaware
$2K – – –
Creative Planning
12
Creative Planning
Kansas
$1K +$364 +21 +35%
AIG
13
American International Group
New York
$299 – – –
BA
14
BlackRock Advisors
Delaware
– -$2K -111 Closed
Wells Fargo
15
Wells Fargo
California
– -$35 -2 Closed
UBS Group
16
UBS Group
Switzerland
– +$139 +8 New
TRCT
17
Tower Research Capital (TRC)
New York
– +$173 +10 New
M
18
MOTCO
Texas
– +$208 +12 New

COHN Hedge Fund Activity: Q4 2014 in Review

18 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q4 2014, worth a combined $1.12M — up 12% from $995K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new COHN positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $195K. The largest seller was BlackRock Advisors, exiting entirely with an estimated $2K sold.

  • 18 institutional investors held Cohen & Co (COHN) as of Q4 2014, up from 14 in Q3 2014.
  • Funds reported $1.12M of Cohen & Co stock for Q4 2014, up 12% quarter-over-quarter.
  • 6 funds opened new Cohen & Co positions in Q4 2014 and 2 closed out, a net change of +4 holders.
  • The largest Cohen & Co buyer in Q4 2014 was HighTower Advisors, an estimated $195K added.
  • The largest Cohen & Co seller in Q4 2014 was BlackRock Advisors, an estimated $2K sold.

Based on aggregated 13F filings for Q4 2014.