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Cohen & Steers Closed End Opportunity Fund
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Overview Fund Activity

52 hedge funds and large institutions have $52.6M invested in Cohen & Steers Closed End Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.26M
2
Stifel Financial
Stifel Financial
Missouri
+$227K
3
MFG
Merit Financial Group
Georgia
+$169K
4
SWM
SeaCrest Wealth Management
New York
+$136K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$117K

Top Sellers

1
OLA
Oliver Luxxe Assets
New Jersey
-$1.72M
2
Bank of America
Bank of America
North Carolina
-$1.29M
3
SFS
Shaker Financial Services
Virginia
-$1.21M
4
Millennium Management
Millennium Management
New York
-$783K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$165K -$82.9K -6,192 -33%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$148K -$143K -10,600 -49%
SWM
28
SeaCrest Wealth Management
New York
$136K +$136K +10,151 New
AA
29
Ancora Advisors
Ohio
$130K – – –
CFGS
30
Concourse Financial Group Securities
Alabama
$101K +$605 +45 +0.6%
SWM
31
Spire Wealth Management
Virginia
$91K +$91K +6,793 New
VBCG
32
Valley Brook Capital Group
Pennsylvania
$53K – – –
CFA
33
Carroll Financial Associates
North Carolina
$46K – – –
KFP
34
KB Financial Partners
New Jersey
$43K +$43K +3,205 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$42K -$5.48K -411 -12%
APA
36
American Portfolios Advisors
New York
$39.1K +$764 +57 +2%
FF
37
FourThought Financial
Florida
$35K -$10.1K -767 -22%
AF
38
Advisornet Financial
Minnesota
$32K – – –
SBL
39
Sargent Bickham Lagudis
Colorado
$29K – – –
HI
40
Harbour Investments
Wisconsin
$19K +$19K +1,400 New
Citigroup
41
Citigroup
New York
$17K – – –
NFG
42
Next Financial Group
Texas
$16K – – –
COCM
43
Charter Oak Capital Management
New Hampshire
$16K – – –
JMF
44
Johnson Midwest Financial
Iowa
$16K +$316 +24 +2%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$11K – – –
CFD
46
Creative Financial Designs
Indiana
$8K – – –
TF
47
TimeScale Financial
Massachusetts
$6K +$113 +8 +2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$6K +$6K +474 New
GRP
49
Global Retirement Partners
California
$5K – – –
DAM
50
Delta Asset Management
Tennessee
$4K – – –
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