Cohen & Co
COHN
8 hedge funds and large institutions have $207K invested in Cohen & Co in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
0.01% more ownership
Funds ownership: 2.56% → 2.56% (+0.01%)
21% less capital invested
Capital invested by funds: $263K → $207K (-$56K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$481 |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$225 |
| 3 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
+$16 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $167K | – | – | – |
|
2
Morgan Stanley
New York
| $27K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $13K | -$8 | -1 | -0.1% |
|
|
PCG
4
Private Capital Group
West Hartford,
Connecticut
| – | +$16 | +2 | +3% |
|
|
5
Wells Fargo
San Francisco,
California
| – | +$16 | +2 | +200% |
|
|
6
SEI Investments
Oaks,
Pennsylvania
| – | +$225 | +28 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| – | +$481 | +60 | New |
|
COHN Hedge Fund Activity: Q1 2019 in Review
8 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q1 2019, worth a combined $207K — down 21% from $263K 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 1 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $481. The largest seller was UBS Group, cutting an estimated $8.
- 8 institutional investors held Cohen & Co (COHN) as of Q1 2019, up from 7 in Q4 2018.
- Funds reported $207K of Cohen & Co stock for Q1 2019, down 21% quarter-over-quarter.
- 2 funds opened new Cohen & Co positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest Cohen & Co buyer in Q1 2019 was IFP Advisors, an estimated $481 added.
- The largest Cohen & Co seller in Q1 2019 was UBS Group, an estimated $8 sold.
Based on aggregated 13F filings for Q1 2019.