FOF icon

Cohen & Steers Closed End Opportunity Fund

64 hedge funds and large institutions have $45.5M invested in Cohen & Steers Closed End Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
26
Guggenheim Capital
Illinois
$183K -$2.15K -206 -1%
CAM
27
Cresset Asset Management
Illinois
$180K +$31K +2,964 +21%
NA
28
NewEdge Advisors
Louisiana
$175K +$1.05K +100 +0.6%
WS
29
Wedbush Securities
California
$163K -$46.9K -4,487 -22%
LI
30
LVZ Inc
Michigan
$150K +$14K +1,335 +10%
LIG
31
Lokken Investment Group
Delaware
$142K -$30.9K -2,961 -18%
IWN
32
Independent Wealth Network
Iowa
$128K +$3.95K +378 +3%
EWA
33
EverSource Wealth Advisors
Alabama
$128K +$128K +12,235 New
MFG
34
Merit Financial Group
Georgia
$127K
LMKC
35
L.M. Kohn & Company
Ohio
$120K +$10 +1 +0%
KAS
36
Kestra Advisory Services
Texas
$118K -$28.8K -2,758 -20%
Truist Financial
37
Truist Financial
North Carolina
$116K
FFWM
38
Future Financial Wealth Management
Ohio
$113K
IGWM
39
ICA Group Wealth Management
Colorado
$113K
BRWA
40
B. Riley Wealth Advisors
Florida
$112K
SA
41
SFI Advisors
New Jersey
$111K
CA
42
CoreCap Advisors
Michigan
$111K +$2.35K +225 +2%
SWM
43
Spire Wealth Management
Virginia
$49K +$6.82K +647 +16%
ASN
44
Advisory Services Network
Georgia
$41.5K +$41.5K +3,975 New
Bessemer Group
45
Bessemer Group
New Jersey
$38K -$2.59K -246 -6%
KFP
46
KB Financial Partners
New Jersey
$33K
HCM
47
Hollencrest Capital Management
California
$28.2K +$28.2K +2,700 New
CFD
48
Creative Financial Designs
Indiana
$18.4K
HI
49
Harbour Investments
Wisconsin
$17.8K
JMF
50
Johnson Midwest Financial
Iowa
$15K +$353 +33 +2%