Cohen & Co
COHN
11 hedge funds and large institutions have $535K invested in Cohen & Co in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
38% more funds holding
Funds holding: 8 → 11 (+3)
28% more capital invested
Capital invested by funds: $416K → $535K (+$118K)
0.11% more ownership
Funds ownership: 3.02% → 3.13% (+0.11%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$130K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$66.6K |
| 3 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$2.94K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.41K |
| 5 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
+$85 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$114K |
| 2 |
BlackRock
New York
|
-$36.5K |
| 3 |
LPL Financial
San Diego,
California
|
-$32.8K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$128 |
| 5 |
Wells Fargo
San Francisco,
California
|
-$43 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $219K | -$36.5K | -4,285 | -15% |
|
|
2
Renaissance Technologies
New York
| $136K | +$130K | +15,300 | New |
|
|
3
LPL Financial
San Diego,
California
| $95.4K | -$32.8K | -3,850 | -26% |
|
|
4
UBS Group
Zurich,
Switzerland
| $73.4K | +$66.6K | +7,833 | +1,729% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $6.81K | +$1.41K | +166 | +28% |
|
|
HGERS
6
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $3K | +$2.94K | +345 | New |
|
7
Morgan Stanley
New York
| $1.83K | – | – | – |
|
|
DIP
8
DT Investment Partners
Chadds Ford,
Pennsylvania
| $89 | +$85 | +10 | New |
|
|
9
Bank of America
Charlotte,
North Carolina
| $44 | -$128 | -15 | -75% |
|
10
JP Morgan Chase
New York
| $35 | +$34 | +4 | New |
|
|
11
Wells Fargo
San Francisco,
California
| $1 | -$43 | -5 | Closed |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$114K | -13,375 | -100% |
|
COHN Hedge Fund Activity: Q2 2024 in Review
11 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q2 2024, worth a combined $535K — up 28% from $416K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new COHN positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $130K. The largest seller was Royal Bank of Canada, cutting an estimated $114K.
- 11 institutional investors held Cohen & Co (COHN) as of Q2 2024, up from 8 in Q1 2024.
- Funds reported $535K of Cohen & Co stock for Q2 2024, up 28% quarter-over-quarter.
- 4 funds opened new Cohen & Co positions in Q2 2024 and 1 closed out, a net change of +3 holders.
- The largest Cohen & Co buyer in Q2 2024 was Renaissance Technologies, an estimated $130K added.
- The largest Cohen & Co seller in Q2 2024 was Royal Bank of Canada, an estimated $114K sold.
Based on aggregated 13F filings for Q2 2024.