Cohen & Co
COHN
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.
0.67% less ownership
Funds ownership: 6.6% → 5.93% (-0.67%)
18% less funds holding
Funds holding: 11 → 9 (-2)
22% less capital invested
Capital invested by funds: $948K → $740K (-$208K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.02K |
| 2 |
JP Morgan Chase
New York
|
+$223 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$22.4K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$18.2K |
| 3 |
Morgan Stanley
New York
|
-$7.87K |
| 4 |
BlackRock
New York
|
-$6.3K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $458K | -$18.2K | -2,116 | -3% |
|
|
2
BlackRock
New York
| $183K | -$6.3K | -735 | -3% |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $79K | -$180 | -21 | -0.2% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $13K | +$7.02K | +818 | +75% |
|
|
5
UBS Group
Zurich,
Switzerland
| $4.53K | -$22.4K | -2,609 | -80% |
|
|
6
Morgan Stanley
New York
| $1.42K | -$7.87K | -917 | -82% |
|
|
HWM
7
HighMark Wealth Management
St. Paul,
Minnesota
| $797 | – | – | – |
|
|
8
JP Morgan Chase
New York
| $178 | +$223 | +26 | New |
|
9
Wells Fargo
San Francisco,
California
| $41 | -$9 | -1 | -17% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| – | -$2K | -6 | Closed |
|
11
Bank of America
Charlotte,
North Carolina
| – | -$8 | -1 | Closed |
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$8 | -1 | Closed |
|
COHN Hedge Fund Activity: Q1 2023 in Review
9 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q1 2023, worth a combined $740K — down 22% from $948K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of COHN and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 1 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $7.02K. The largest seller was UBS Group, cutting an estimated $22.4K.
- 9 institutional investors held Cohen & Co (COHN) as of Q1 2023, down from 11 in Q4 2022.
- Funds reported $740K of Cohen & Co stock for Q1 2023, down 22% quarter-over-quarter.
- 1 fund opened new Cohen & Co positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest Cohen & Co buyer in Q1 2023 was Tower Research Capital (TRC), an estimated $7.02K added.
- The largest Cohen & Co seller in Q1 2023 was UBS Group, an estimated $22.4K sold.
Based on aggregated 13F filings for Q1 2023.