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Cohen & Steers Closed End Opportunity Fund
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Overview Fund Activity

48 hedge funds and large institutions have $56.5M invested in Cohen & Steers Closed End Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
19
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.12M
2
BCM
2
Brookstone Capital Management
Illinois
$335K
3
Bank of America
3
Bank of America
North Carolina
$3.91M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$272K
5
TWM
5
Tradition Wealth Management
Minnesota
$328K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21M
2
RJA
2
Raymond James & Associates
Florida
$0
3
AA
3
Ancora Advisors
Ohio
$15K
4
Truist Financial
4
Truist Financial
North Carolina
$261K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$183K 12,567 – –
KAS
27
Kestra Advisory Services
Texas
$172K 11,844 -480 -4%
SWM
28
SeaCrest Wealth Management
New York
$148K 10,219 +68 +0.7%
CFGS
29
Concourse Financial Group Securities
Alabama
$110K 7,540 +28 +0.4%
SWM
30
Spire Wealth Management
Virginia
$99K 6,817 +24 +0.4%
CFA
31
Carroll Financial Associates
North Carolina
$79K 5,500 +2,000 +57%
KFP
32
KB Financial Partners
New Jersey
$47K 3,205 – –
APA
33
American Portfolios Advisors
New York
$43.1K 2,966 +54 +2%
AF
34
Advisornet Financial
Minnesota
$35K 2,400 – –
FF
35
FourThought Financial
Florida
$30K 2,074 -578 -22%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$23K 1,564 -1,584 -50%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$23K 1,592 +767 +93%
HI
38
Harbour Investments
Wisconsin
$20K 1,400 – –
Citigroup
39
Citigroup
New York
$19K 1,281 – –
JMF
40
Johnson Midwest Financial
Iowa
$18K 1,238 +23 +2%
COCM
41
Charter Oak Capital Management
New Hampshire
$17K 1,176 – –
NFG
42
Next Financial Group
Texas
$17K 1,171 – –
AA
43
Ancora Advisors
Ohio
$15K 1,000 -8,760 -90%
CFD
44
Creative Financial Designs
Indiana
$9K 623 – –
TF
45
TimeScale Financial
Massachusetts
$6K 431 +8 +2%
GRP
46
Global Retirement Partners
California
$5K 339 – –
DAM
47
Delta Asset Management
Tennessee
$4K 300 – –
GLLW
48
Graves Light Lenhart Wealth
Virginia
$2K 125 – –
RJA
49
Raymond James & Associates
Florida
– – -16,626 Closed
VBCG
50
Valley Brook Capital Group
Pennsylvania
– – -4,000 Closed
1
2
3