FOF icon

Cohen & Steers Closed End Opportunity Fund

55 hedge funds and large institutions have $58.8M invested in Cohen & Steers Closed End Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Congress Wealth Management
Massachusetts
$223K
BCM
27
Brookstone Capital Management
Illinois
$220K
IA
28
IFG Advisory
Georgia
$199K +$15.3K +1,310 +8%
SIG
29
Sargent Investment Group
Maryland
$176K
LI
30
LVZ Inc
Michigan
$168K
EWA
31
EP Wealth Advisors
California
$167K
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$161K +$7.18K +614 +5%
LMKC
33
L.M. Kohn & Company
Ohio
$156K -$10.5K -900 -6%
MFG
34
Merit Financial Group
Georgia
$150K
SFS
35
Shaker Financial Services
Virginia
$150K +$150K +12,829 New
LIG
36
Lokken Investment Group
Delaware
$150K -$245 -21 -0.2%
IWN
37
Independent Wealth Network
Iowa
$150K +$924 +79 +0.6%
CA
38
CoreCap Advisors
Michigan
$140K +$21.8K +1,864 +18%
EWA
39
EverSource Wealth Advisors
Alabama
$139K -$113 -10 -0.1%
NA
40
NewEdge Advisors
Louisiana
$128K +$9.35K +800 +8%
IGWM
41
ICA Group Wealth Management
Colorado
$126K -$12.8K -1,097 -9%
Fisher Asset Management
42
Fisher Asset Management
Washington
$121K +$121K +10,316 New
LCM
43
Landscape Capital Management
New Jersey
$119K +$119K +10,218 New
FFWM
44
Future Financial Wealth Management
Ohio
$99.4K +$99.4K +8,500 New
Bessemer Group
45
Bessemer Group
New Jersey
$47K +$1.61K +139 +4%
SWM
46
Spire Wealth Management
Virginia
$29.8K +$82 +7 +0.3%
CFGS
47
Concourse Financial Group Securities
Alabama
$24.9K +$24.9K +2,129 New
CFD
48
Creative Financial Designs
Indiana
$20.6K
NS
49
NBC Securities
Alabama
$17K
HIA
50
Harbor Investment Advisory
Maryland
$14.6K