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Cohen & Steers Closed End Opportunity Fund

38 hedge funds and large institutions have $54.7M invested in Cohen & Steers Closed End Opportunity Fund in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 3838 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.2% less ownership

Funds ownership: 15.5%15.29% (-0.2%)

0% less capital invested

Capital invested by funds: $55M → $54.7M (-$219K)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$111K -$499 -38 -0.4%
GWA
27
Genesis Wealth Advisors
Massachusetts
$79.3K +$78.9K +6,000 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$79K -$15.5K -1,179 -16%
KA
29
Klingman & Associates
New York
$78K +$78.9K +6,000 New
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$75K -$329K -25,000 -81%
BBHC
31
Brown Brothers Harriman & Co
New York
$29K +$28.9K +2,200 New
BRWM
32
B. Riley Wealth Management
Tennessee
$26K +$10.7K +816 +68%
Creative Planning
33
Creative Planning
Kansas
$23K -$2.18K -166 -9%
NPC
34
National Planning Corporation
California
$18.7K +$19K +1,447 New
SSB
35
Sandy Spring Bank
Maryland
$13K +$13.1K +1,000 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$9K +$9.07K +690 New
DAM
37
Delta Asset Management
Tennessee
$7K +$6.57K +500 New
US Bancorp
38
US Bancorp
Minnesota
$3K
VKH
39
Virtu KCG Holdings
New York
-$1.04M -79,655 Closed
DA
40
Doliver Advisors
Texas
-$599K -45,951 Closed
TC
41
TFS Capital
Pennsylvania
-$424K -32,573 Closed
SFS
42
Shaker Financial Services
Virginia
-$248K -19,018 Closed
CFA
43
Cahill Financial Advisors
Minnesota
-$246K -18,810 Closed
WAM
44
Wolverine Asset Management
Illinois
-$174K -13,412 Closed
Citigroup
45
Citigroup
New York
-$45K -3,445 Closed
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
-$29K -2,205 Closed

FOF Hedge Fund Activity: Q4 2014 in Review

38 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q4 2014, worth a combined $54.7M — down 0.4% from $55M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FOF positions and 8 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $1.12M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.04M sold.

  • 38 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $54.7M of Cohen & Steers Closed End Opportunity Fund stock for Q4 2014, down 0.4% quarter-over-quarter.
  • 9 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q4 2014 and 8 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q4 2014 was Bank of America, an estimated $1.12M added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q4 2014 was Virtu KCG Holdings, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2014.