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Cohen & Steers Closed End Opportunity Fund

61 hedge funds and large institutions have $63.3M 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, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more funds holding

Funds holding: 5661 (+5)

6% more capital invested

Capital invested by funds: $59.4M → $63.3M (+$3.86M)

0.77% more ownership

Funds ownership: 18.58%19.35% (+0.77%)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
26
MGO One Seven
Ohio
$270K -$21.9K -1,890 -8%
WS
27
Wedbush Securities
California
$261K -$12.5K -1,077 -5%
CWM
28
Congress Wealth Management
Massachusetts
$228K
BCM
29
Brookstone Capital Management
Illinois
$227K
AWS
30
Atria Wealth Solutions
New York
$223K -$23.1K -1,990 -10%
IA
31
IFG Advisory
Georgia
$205K +$1.01K +87 +0.5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$181K +$175K +15,107 New
SIG
33
Sargent Investment Group
Maryland
$180K
LI
34
LVZ Inc
Michigan
$171K
EWA
35
EP Wealth Advisors
California
$170K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$170K +$5.92K +510 +4%
LMKC
37
L.M. Kohn & Company
Ohio
$160K
MFG
38
Merit Financial Group
Georgia
$154K
IWN
39
Independent Wealth Network
Iowa
$154K +$905 +78 +0.6%
EWA
40
EverSource Wealth Advisors
Alabama
$151K -$186 -16 -0.1%
LIG
41
Lokken Investment Group
Delaware
$150K -$3.13K -270 -2%
KFA
42
Kapstone Financial Advisors
Ohio
$139K +$135K +11,650 New
KAS
43
Kestra Advisory Services
Texas
$131K +$128K +10,993 New
NA
44
NewEdge Advisors
Louisiana
$124K -$6.96K -600 -5%
CA
45
CoreCap Advisors
Michigan
$73K -$67.7K -5,838 -49%
Bessemer Group
46
Bessemer Group
New Jersey
$48K -$731 -63 -2%
SIS
47
Sound Income Strategies
Florida
$31K +$30.1K +2,596 New
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$28.7K +$27.8K +2,400 New
CFGS
49
Concourse Financial Group Securities
Alabama
$25.4K
ATPW
50
Ashton Thomas Private Wealth
Arizona
$23.9K +$23.2K +2,000 New

FOF Hedge Fund Activity: Q2 2024 in Review

61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q2 2024, worth a combined $63.3M — up 6.5% from $59.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FOF positions and 5 closed out — a net gain of 5 holders — while 13 added to existing stakes and 21 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $1.75M. The largest seller was Osaic Holdings, cutting an estimated $352K.

  • 61 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $63.3M of Cohen & Steers Closed End Opportunity Fund stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q2 2024 was Mariner, an estimated $1.75M added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q2 2024 was Osaic Holdings, an estimated $352K sold.

Based on aggregated 13F filings for Q2 2024.