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Cohen & Co

9 hedge funds and large institutions have $740K invested in Cohen & Co in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
-2
Holders Change %
-18.18%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$458K -$14.5K -2,116 -3%
BlackRock
2
BlackRock
New York
$183K -$5.04K -735 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$79K -$144 -21 -0.2%
TRCT
4
Tower Research Capital (TRC)
New York
$13K +$5.56K +818 +75%
UBS Group
5
UBS Group
Switzerland
$4.53K -$17.9K -2,609 -80%
Morgan Stanley
6
Morgan Stanley
New York
$1.42K -$6.29K -917 -82%
HWM
7
HighMark Wealth Management
Minnesota
$797
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$178 +$178 +26 New
Wells Fargo
9
Wells Fargo
California
$41 -$8 -1 -17%
IA
10
IFP Advisors
Florida
-$2K -6 Closed
Bank of America
11
Bank of America
North Carolina
-$8 -1 Closed
Fidelity Investments
12
Fidelity Investments
Massachusetts
-$8 -1 Closed