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Cohen & Co
COHN

8 hedge funds and large institutions have $253K invested in Cohen & Co in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

14% more funds holding

Funds holding: 7 → 8 (+1)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

0.91% less ownership

Funds ownership: 3.01% → 2.09% (-0.91%)

29% less capital invested

Capital invested by funds: $357K → $253K (-$103K)

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.04K
2
IPW
Impact Partnership Wealth
Georgia
+$1.71K
3
HWM
HighMark Wealth Management
Minnesota
+$33
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$111K
2
TRCT
Tower Research Capital (TRC)
New York
-$1.48K
3
BlackRock
BlackRock
New York
-$171

COHN Hedge Fund Activity: Q4 2023 in Review

8 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q4 2023, worth a combined $253K — down 29% from $357K 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 2 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $2.04K. The largest seller was Citadel Advisors, exiting entirely with an estimated $111K sold.

  • 8 institutional investors held Cohen & Co (COHN) as of Q4 2023, up from 7 in Q3 2023.
  • Funds reported $253K of Cohen & Co stock for Q4 2023, down 29% quarter-over-quarter.
  • 2 funds opened new Cohen & Co positions in Q4 2023 and 1 closed out, a net change of +1 holder.
  • The largest Cohen & Co buyer in Q4 2023 was UBS Group, an estimated $2.04K added.
  • The largest Cohen & Co seller in Q4 2023 was Citadel Advisors, an estimated $111K sold.

Based on aggregated 13F filings for Q4 2023.