Cohen & Co
COHN
12 hedge funds and large institutions have $646K invested in Cohen & Co in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
22% more capital invested
Capital invested by funds: $529K → $646K (+$117K)
20% more funds holding
Funds holding: 10 → 12 (+2)
0.04% less ownership
Funds ownership: 3.24% → 3.2% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.86K |
| 2 |
Renaissance Technologies
New York
|
+$2.9K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.76K |
| 4 |
Citigroup
New York
|
+$803 |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$483 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14.6K |
| 2 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $255K | – | – | – |
|
|
2
Renaissance Technologies
New York
| $194K | +$2.9K | +300 | +2% |
|
3
LPL Financial
San Diego,
California
| $111K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $69.4K | -$14.6K | -1,514 | -18% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $8.25K | +$2.76K | +285 | +56% |
|
|
6
Wells Fargo
San Francisco,
California
| $4.14K | +$3.86K | +399 | +39,900% |
|
7
Morgan Stanley
New York
| $2.16K | – | – | – |
|
|
8
Citigroup
New York
| $859 | +$803 | +83 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $518 | +$483 | +50 | New |
|
10
Bank of America
Charlotte,
North Carolina
| $72 | – | – | – |
|
11
JP Morgan Chase
New York
| $31 | – | – | – |
|
12
Fidelity Investments
Boston,
Massachusetts
| $10 | +$10 | +1 | New |
|
|
HGERS
13
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$2K | -345 | Closed |
|
COHN Hedge Fund Activity: Q4 2024 in Review
12 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Cohen & Co (COHN) for Q4 2024, worth a combined $646K — up 22% from $529K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new COHN positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.86K. The largest seller was UBS Group, cutting an estimated $14.6K.
- 12 institutional investors held Cohen & Co (COHN) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $646K of Cohen & Co stock for Q4 2024, up 22% quarter-over-quarter.
- 3 funds opened new Cohen & Co positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Cohen & Co buyer in Q4 2024 was Wells Fargo, an estimated $3.86K added.
- The largest Cohen & Co seller in Q4 2024 was UBS Group, an estimated $14.6K sold.
Based on aggregated 13F filings for Q4 2024.