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Cohen & Steers Closed End Opportunity Fund

60 hedge funds and large institutions have $62.7M invested in Cohen & Steers Closed End Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
26
Wedbush Securities
California
$261K -$12.9K -1,077 -5%
CWM
27
Congress Wealth Management
Massachusetts
$228K
BCM
28
Brookstone Capital Management
Illinois
$227K
AWS
29
Atria Wealth Solutions
New York
$223K -$23.8K -1,990 -10%
IA
30
IFG Advisory
Georgia
$205K +$1.04K +87 +0.5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$181K +$181K +15,107 New
SIG
32
Sargent Investment Group
Maryland
$180K
LI
33
LVZ Inc
Michigan
$171K
EWA
34
EP Wealth Advisors
California
$170K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$170K +$6.1K +510 +4%
LMKC
36
L.M. Kohn & Company
Ohio
$160K
MFG
37
Merit Financial Group
Georgia
$154K
IWN
38
Independent Wealth Network
Iowa
$154K +$932 +78 +0.6%
EWA
39
EverSource Wealth Advisors
Alabama
$151K -$198 -16 -0.1%
LIG
40
Lokken Investment Group
Delaware
$150K -$3.23K -270 -2%
KFA
41
Kapstone Financial Advisors
Ohio
$139K +$139K +11,650 New
KAS
42
Kestra Advisory Services
Texas
$131K +$131K +10,993 New
NA
43
NewEdge Advisors
Louisiana
$124K -$7.17K -600 -5%
CA
44
CoreCap Advisors
Michigan
$73K -$69.8K -5,838 -49%
Bessemer Group
45
Bessemer Group
New Jersey
$48K -$758 -63 -2%
SIS
46
Sound Income Strategies
Florida
$31K +$31K +2,596 New
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$28.7K +$28.7K +2,400 New
CFGS
48
Concourse Financial Group Securities
Alabama
$25.4K
ATPW
49
Ashton Thomas Private Wealth
Arizona
$23.9K +$23.9K +2,000 New
CFD
50
Creative Financial Designs
Indiana
$21K