Cohen & Co
COHN
7 hedge funds and large institutions have $263K invested in Cohen & Co in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
1% more capital invested
Capital invested by funds: $261K → $263K (+$2K)
0.46% more ownership
Funds ownership: 2.09% → 2.56% (+0.46%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$37.9K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$12.8K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.38K |
| 2 |
Barclays
London,
United Kingdom
|
-$1K |
| 3 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$47 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $212K | – | – | – |
|
|
2
Morgan Stanley
New York
| $34K | +$37.9K | +4,000 | +80,000% |
|
|
3
UBS Group
Zurich,
Switzerland
| $16K | +$12.8K | +1,347 | +224% |
|
|
PCG
4
Private Capital Group
West Hartford,
Connecticut
| $1K | -$47 | -5 | -7% |
|
|
5
Bank of America
Charlotte,
North Carolina
| – | -$2.38K | -251 | -97% |
|
|
6
Barclays
London,
United Kingdom
| – | -$1K | -57 | Closed |
|
|
LPWM
7
Lake Point Wealth Management
Rockwall,
Texas
| – | +$9 | +1 | New |
|
|
8
Wells Fargo
San Francisco,
California
| – | +$9 | +1 | New |
|
COHN Hedge Fund Activity: Q4 2018 in Review
7 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q4 2018, worth a combined $263K — up 0.77% from $261K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new COHN positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $37.9K. The largest seller was Bank of America, cutting an estimated $2.38K.
- 7 institutional investors held Cohen & Co (COHN) as of Q4 2018, up from 6 in Q3 2018.
- Funds reported $263K of Cohen & Co stock for Q4 2018, up 0.77% quarter-over-quarter.
- 2 funds opened new Cohen & Co positions in Q4 2018 and 1 closed out, a net change of +1 holder.
- The largest Cohen & Co buyer in Q4 2018 was Morgan Stanley, an estimated $37.9K added.
- The largest Cohen & Co seller in Q4 2018 was Bank of America, an estimated $2.38K sold.
Based on aggregated 13F filings for Q4 2018.