Cohen & Co
COHN
8 hedge funds and large institutions have $255K invested in Cohen & Co in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
0.9% less ownership
Funds ownership: 3.01% → 2.11% (-0.9%)
29% less capital invested
Capital invested by funds: $357K → $255K (-$102K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.04K |
| 2 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$1.71K |
| 3 |
Morgan Stanley
New York
|
+$1.36K |
| 4 |
HWM
HighMark Wealth Management
St. Paul,
Minnesota
|
+$33 |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$111K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.48K |
| 3 |
BlackRock
New York
|
-$171 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $193K | -$171 | -26 | -0.1% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | +$20 | +3 | +0% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $7.24K | -$1.48K | -224 | -17% |
|
|
4
Morgan Stanley
New York
| $2.75K | +$1.36K | +207 | +100% |
|
|
5
UBS Group
Zurich,
Switzerland
| $2.06K | +$2.04K | +310 | New |
|
|
IPW
6
Impact Partnership Wealth
Marietta,
Georgia
| $1.72K | +$1.71K | +259 | New |
|
|
HWM
7
HighMark Wealth Management
St. Paul,
Minnesota
| $895 | +$33 | +5 | +4% |
|
8
Wells Fargo
San Francisco,
California
| $40 | – | – | – |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$111K | -16,950 | Closed |
|
COHN Hedge Fund Activity: Q4 2023 in Review
8 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q4 2023, worth a combined $255K — 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 3 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 $255K 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.