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Cohen & Steers Closed End Opportunity Fund
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Overview Fund Activity

56 hedge funds and large institutions have $52.9M invested in Cohen & Steers Closed End Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$1.72M
2
SFS
2
Shaker Financial Services
Virginia
$1.17M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.4M
4
LPL Financial
4
LPL Financial
California
$6.63M
5
UBS Group
5
UBS Group
Switzerland
$2.96M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.21M
2
Stifel Financial
2
Stifel Financial
Missouri
$180K
3
MOS
3
MGO One Seven
Ohio
$274K
4
ASN
4
Advisory Services Network
Georgia
$0
5
TWM
5
Tradition Wealth Management
Minnesota
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$185K 17,256 -116 -0.7%
NA
27
NewEdge Advisors
Louisiana
$182K 16,954 +1,800 +12%
Stifel Financial
28
Stifel Financial
Missouri
$180K 16,794 -13,550 -45%
VF
29
Virtu Financial
New York
$174K 16,167 +16,167 New
IA
30
IFG Advisory
Georgia
$167K 15,564 +87 +0.6%
SIG
31
Sargent Investment Group
Maryland
$162K 15,085 – –
LI
32
LVZ Inc
Michigan
$154K 14,335 – –
TWM
33
Tradition Wealth Management
Minnesota
$150K 13,950 -2,776 -17%
MFG
34
Merit Financial Group
Georgia
$149K 13,884 +1,700 +14%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$147K 13,674 +914 +7%
LIG
36
Lokken Investment Group
Delaware
$146K 13,558 – –
IWN
37
Independent Wealth Network
Iowa
$139K 12,900 +532 +4%
EWA
38
EverSource Wealth Advisors
Alabama
$131K 12,235 – –
IGWM
39
ICA Group Wealth Management
Colorado
$128K 11,895 – –
LMKC
40
L.M. Kohn & Company
Ohio
$123K 11,489 – –
KAS
41
Kestra Advisory Services
Texas
$122K 11,327 +28 +0.2%
BRWA
42
B. Riley Wealth Advisors
Florida
$115K 10,700 – –
CA
43
CoreCap Advisors
Michigan
$109K 10,120 +10,120 New
SWM
44
Spire Wealth Management
Virginia
$50.7K 4,725 +38 +0.8%
EC
45
Elequin Capital
New York
$47.2K 4,393 +4,393 New
Bessemer Group
46
Bessemer Group
New Jersey
$41K 3,833 +206 +6%
KFP
47
KB Financial Partners
New Jersey
$34K 3,205 – –
HCM
48
Hollencrest Capital Management
California
$29K 2,700 – –
CFD
49
Creative Financial Designs
Indiana
$18.9K 1,758 – –
JMF
50
Johnson Midwest Financial
Iowa
$15.8K 1,472 +35 +2%
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