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Cohen & Steers Closed End Opportunity Fund
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Overview Fund Activity

55 hedge funds and large institutions have $60.6M invested in Cohen & Steers Closed End Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$492K
3
UBS Group
3
UBS Group
Switzerland
$2.24M
4
GC
4
Guggenheim Capital
Illinois
$273K
5
PAG
5
Private Advisor Group
New Jersey
$747K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$0
2
SFS
2
Shaker Financial Services
Virginia
$0
3
6M
3
6 Meridian
Kansas
$3.59M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.34M
5
Bank of America
5
Bank of America
North Carolina
$3.65M
Name Market Value Shares Shares
Change 		Shares
Change %
FFWM
26
Future Financial Wealth Management
Ohio
$223K 15,061 +120 +0.8%
Franklin Resources
27
Franklin Resources
California
$223K 15,100 +15,100 New
KAS
28
Kestra Advisory Services
Texas
$198K 13,429 +1,818 +16%
MFG
29
Merit Financial Group
Georgia
$180K 12,184 – –
IA
30
IFG Advisory
Georgia
$169K 11,462 +11,462 New
Truist Financial
31
Truist Financial
North Carolina
$165K 11,184 -516 -4%
CFGS
32
Concourse Financial Group Securities
Alabama
$159K 10,735 +3,509 +49%
TIAM2
33
Tru Independence Asset Management 2
Oregon
$159K 10,738 +10,738 New
NA
34
NewEdge Advisors
Louisiana
$158K 10,700 +10,700 New
SFP
35
Sweet Financial Partners
Minnesota
$151K 10,216 +10,216 New
SWM
36
Spire Wealth Management
Virginia
$97K 6,566 -275 -4%
Bessemer Group
37
Bessemer Group
New Jersey
$50K 3,412 +3,412 New
KFP
38
KB Financial Partners
New Jersey
$47K 3,205 +3,205 New
APA
39
American Portfolios Advisors
New York
$45.5K 3,075 +55 +2%
AF
40
Advisornet Financial
Minnesota
$35K 2,400 – –
FF
41
FourThought Financial
Florida
$31K 2,074 – –
CFD
42
Creative Financial Designs
Indiana
$24K 1,608 +985 +158%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$23K 1,620 +14 +0.9%
HI
44
Harbour Investments
Wisconsin
$21K 1,400 – –
TCWM
45
Total Clarity Wealth Management
Illinois
$20K 1,381 -2,759 -67%
JMF
46
Johnson Midwest Financial
Iowa
$19K 1,283 +23 +2%
Citigroup
47
Citigroup
New York
$17K 1,173 -108 -8%
COCM
48
Charter Oak Capital Management
New Hampshire
$17K 1,176 – –
NFG
49
Next Financial Group
Texas
$15K 1,027 -144 -12%
AA
50
Ancora Advisors
Ohio
$15K 1,000 – –
1
2
3