Cohen & Co
COHN
15 hedge funds and large institutions have $1.02M invested in Cohen & Co in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and closing their positions.
15% more funds holding
Funds holding: 13 → 15 (+2)
8% more capital invested
Capital invested by funds: $938K → $1.02M (+$78K)
0.23% less ownership
Funds ownership: 3.88% → 3.65% (-0.23%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$137 |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$30 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.31K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.5K |
| 3 |
BlackRock
New York
|
-$1.23K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$759 |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$15 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $471K | -$1.23K | -81 | -0.3% |
|
2
Geode Capital Management
Boston,
Massachusetts
| $188K | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $183K | – | – | – |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $134K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $15K | -$3.31K | -218 | -19% |
|
|
6
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $7K | -$759 | -50 | -11% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $5K | -$2.5K | -165 | -35% |
|
8
Morgan Stanley
New York
| $3K | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $3K | +$137 | +9 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| $2K | -$15 | -1 | -1% |
|
|
HWM
11
HighMark Wealth Management
St. Paul,
Minnesota
| $2K | – | – | – |
|
|
SWM
12
Spire Wealth Management
Mclean,
Virginia
| $2K | – | – | – |
|
|
GWM
13
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
14
Osaic Holdings
Scottsdale,
Arizona
| – | +$30 | +2 | New |
|
COHN Hedge Fund Activity: Q1 2022 in Review
15 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q1 2022, worth a combined $1.02M — up 8.3% from $938K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new COHN positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 5 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $137. The largest seller was UBS Group, cutting an estimated $3.31K.
- 15 institutional investors held Cohen & Co (COHN) as of Q1 2022, up from 13 in Q4 2021.
- Funds reported $1.02M of Cohen & Co stock for Q1 2022, up 8.3% quarter-over-quarter.
- 2 funds opened new Cohen & Co positions in Q1 2022 and 0 closed out, a net change of +2 holders.
- The largest Cohen & Co buyer in Q1 2022 was IFP Advisors, an estimated $137 added.
- The largest Cohen & Co seller in Q1 2022 was UBS Group, an estimated $3.31K sold.
Based on aggregated 13F filings for Q1 2022.