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Cohen & Steers Closed End Opportunity Fund
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Overview Fund Activity

53 hedge funds and large institutions have $52.2M invested in Cohen & Steers Closed End Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
21
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.04M
2
Millennium Management
Millennium Management
New York
+$783K
3
Bank of America
Bank of America
North Carolina
+$386K
4
Morgan Stanley
Morgan Stanley
New York
+$335K
5
LPL Financial
LPL Financial
California
+$313K

Top Sellers

1
BAM
Belpointe Asset Management
Nevada
-$1.34M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$179K
3
SIG
Sargent Investment Group
Maryland
-$43.1K
4
BCA
Berman Capital Advisors
Georgia
-$22K
5
S
SignatureFD
Georgia
-$19K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$204K -$8.7K -700 -4%
FFWM
27
Future Financial Wealth Management
Ohio
$185K +$185K +14,874 New
TWM
28
Tradition Wealth Management
Minnesota
$150K +$150K +12,065 New
FIA
29
FNY Investment Advisers
New York
$128K +$128K +10,352 New
AA
30
Ancora Advisors
Ohio
$121K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$93K +$635 +51 +0.7%
VBCG
32
Valley Brook Capital Group
Pennsylvania
$49K +$49K +4,000 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$44K -$7.58K -613 -15%
CFA
34
Carroll Financial Associates
North Carolina
$43K – – –
FF
35
FourThought Financial
Florida
$42K +$42K +3,419 New
TIAM2
36
Tru Independence Asset Management 2
Oregon
$37K +$37K +3,012 New
APA
37
American Portfolios Advisors
New York
$35.5K +$795 +64 +2%
AF
38
Advisornet Financial
Minnesota
$30K – – –
SBL
39
Sargent Bickham Lagudis
Colorado
$27K – – –
Citigroup
40
Citigroup
New York
$16K +$75 +6 +0.5%
NFG
41
Next Financial Group
Texas
$15K +$15K +1,171 New
COCM
42
Charter Oak Capital Management
New Hampshire
$15K +$15K +1,176 New
JMF
43
Johnson Midwest Financial
Iowa
$15K +$15K +1,191 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$10K +$10K +825 New
CFD
45
Creative Financial Designs
Indiana
$8K – – –
TPWA
46
TRUE Private Wealth Advisors
Oregon
$6K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$6K +$6K +500 New
TF
48
TimeScale Financial
Massachusetts
$5K +$84 +7 +2%
DAM
49
Delta Asset Management
Tennessee
$4K – – –
GRP
50
Global Retirement Partners
California
$4K +$4K +339 New
1
2
3