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Cohen & Steers Closed End Opportunity Fund

58 hedge funds and large institutions have $66.8M invested in Cohen & Steers Closed End Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1.39% less ownership

Funds ownership: 20.21%18.81% (-1.4%)

2% less funds holding

Funds holding: 5958 (-1)

9% less capital invested

Capital invested by funds: $73.8M → $66.8M (-$7.01M)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$256K -$6.44K -465 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$249K +$268K +19,394 New
VF
28
Virtu Financial
New York
$225K +$243K +17,545 New
SFS
29
Shaker Financial Services
Virginia
$208K -$1.09M -79,110 -83%
BEI
30
Benjamin Edwards Inc
Missouri
$196K -$1.04K -75 -0.5%
SMC
31
Smith, Moore & Co
Missouri
$195K +$210K +15,188 New
PS
32
Principal Securities
Iowa
$174K +$34.2K +2,470 +22%
DWM
33
Dakota Wealth Management
Florida
$168K -$11.8K -850 -6%
EWA
34
EverSource Wealth Advisors
Alabama
$156K
SWM
35
Silverlake Wealth Management
Vermont
$148K +$457 +33 +0.3%
MFG
36
Merit Financial Group
Georgia
$143K +$2.67K +193 +2%
Jane Street
37
Jane Street
New York
$138K -$10.1K -731 -6%
MML Investors Services
38
MML Investors Services
Massachusetts
$138K +$2.75K +199 +2%
SIG
39
Sargent Investment Group
Maryland
$129K
BCA
40
Bay Capital Advisors
Virginia
$128K
FFA
41
Farther Finance Advisors
California
$84.2K +$89K +6,430 New
CA
42
CoreCap Advisors
Michigan
$71.5K
WAM
43
Wolverine Asset Management
Illinois
$55.6K +$59.9K +4,331 New
JP Morgan Chase
44
JP Morgan Chase
New York
$45.2K
SIS
45
Sound Income Strategies
Florida
$34K
CFD
46
Creative Financial Designs
Indiana
$16.6K
HIA
47
Harbor Investment Advisory
Maryland
$16K
DSC
48
Daytona Street Capital
Missouri
$13.1K
AA
49
Ancora Advisors
Ohio
$12.8K
MCM
50
MAI Capital Management
Ohio
$12.8K

FOF Hedge Fund Activity: Q1 2026 in Review

58 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q1 2026, worth a combined $66.8M — down 9.5% from $73.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FOF positions and 7 closed out — a net gain of 1 holder — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.74M. The largest seller was LPL Financial, cutting an estimated $3.94M.

  • 58 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q1 2026, down from 59 in Q4 2025.
  • Funds reported $66.8M of Cohen & Steers Closed End Opportunity Fund stock for Q1 2026, down 9.5% quarter-over-quarter.
  • 8 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q1 2026 and 7 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q1 2026 was Osaic Holdings, an estimated $1.74M added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q1 2026 was LPL Financial, an estimated $3.94M sold.

Based on aggregated 13F filings for Q1 2026.