Cohen & Co
COHN
8 hedge funds and large institutions have $416K invested in Cohen & Co in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
63% more capital invested
Capital invested by funds: $255K → $416K (+$162K)
0.91% more ownership
Funds ownership: 2.11% → 3.02% (+0.91%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$103K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$44.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.01K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$141 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.43K |
| 2 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$1.72K |
| 3 |
Morgan Stanley
New York
|
-$1.46K |
| 4 |
HWM
HighMark Wealth Management
St. Paul,
Minnesota
|
-$895 |
| 5 |
BlackRock
New York
|
-$367 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $207K | -$367 | -52 | -0.2% |
|
|
2
LPL Financial
San Diego,
California
| $104K | +$103K | +14,612 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $96K | +$44.4K | +6,294 | +89% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $4.3K | -$3.43K | -486 | -45% |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.23K | +$1.01K | +143 | +46% |
|
|
6
Morgan Stanley
New York
| $1.48K | -$1.46K | -207 | -50% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $143 | +$141 | +20 | New |
|
8
Wells Fargo
San Francisco,
California
| $37 | -$7 | -1 | -17% |
|
|
IPW
9
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.72K | -259 | Closed |
|
|
HWM
10
HighMark Wealth Management
St. Paul,
Minnesota
| – | -$895 | -135 | Closed |
|
COHN Hedge Fund Activity: Q1 2024 in Review
8 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q1 2024, worth a combined $416K — up 63% from $255K a quarter earlier.
Fund positioning in COHN was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $103K. The largest seller was Tower Research Capital (TRC), cutting an estimated $3.43K.
- 8 institutional investors held Cohen & Co (COHN) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $416K of Cohen & Co stock for Q1 2024, up 63% quarter-over-quarter.
- 2 funds opened new Cohen & Co positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Cohen & Co buyer in Q1 2024 was LPL Financial, an estimated $103K added.
- The largest Cohen & Co seller in Q1 2024 was Tower Research Capital (TRC), an estimated $3.43K sold.
Based on aggregated 13F filings for Q1 2024.