We are live on ! Find out more
COHN icon

Cohen & Co
COHN

6 hedge funds and large institutions have $153K invested in Cohen & Co in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

3.85% less ownership

Funds ownership: 5.93% → 2.08% (-3.9%)

33% less funds holding

Funds holding: 9 → 6 (-3)

79% less capital invested

Capital invested by funds: $740K → $153K (-$587K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
6
Holders Change
-3
Holders Change %
-33.33%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.6K
2
HWM
HighMark Wealth Management
Minnesota
+$57
3
Wells Fargo
Wells Fargo
California
+$6

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$458K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$25.2K
3
UBS Group
UBS Group
Switzerland
-$4.53K
4
TRCT
Tower Research Capital (TRC)
New York
-$2.56K
5
JP Morgan Chase
JP Morgan Chase
New York
-$178

COHN Hedge Fund Activity: Q2 2023 in Review

6 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q2 2023, worth a combined $153K — down 79% from $740K a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of COHN and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 3 added.

The largest buyer was BlackRock, adding an estimated $12.6K. The largest seller was AE Wealth Management, exiting entirely with an estimated $458K sold.

  • 6 institutional investors held Cohen & Co (COHN) as of Q2 2023, down from 9 in Q1 2023.
  • Funds reported $153K of Cohen & Co stock for Q2 2023, down 79% quarter-over-quarter.
  • 0 funds opened new Cohen & Co positions in Q2 2023 and 3 closed out, a net change of -3 holders.
  • The largest Cohen & Co buyer in Q2 2023 was BlackRock, an estimated $12.6K added.
  • The largest Cohen & Co seller in Q2 2023 was AE Wealth Management, an estimated $458K sold.

Based on aggregated 13F filings for Q2 2023.