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Cohen & Steers Closed End Opportunity Fund
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Overview Fund Activity

60 hedge funds and large institutions have $66.9M invested in Cohen & Steers Closed End Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$615K
2
LPL Financial
LPL Financial
California
+$599K
3
Bank of America
Bank of America
North Carolina
+$464K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$279K
5
LFAS
Level Four Advisory Services
Texas
+$131K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.55M
2
BCM
Brookstone Capital Management
Illinois
-$227K
3
SIG
Sargent Investment Group
Maryland
-$180K
4
Wells Fargo
Wells Fargo
California
-$173K
5
IWN
Independent Wealth Network
Iowa
-$154K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
26
MGO One Seven
Ohio
$294K – – –
WS
27
Wedbush Securities
California
$285K +$1.09K +84 +0.4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$275K +$78.8K +6,059 +40%
CWM
29
Congress Wealth Management
Massachusetts
$248K – – –
AWS
30
Atria Wealth Solutions
New York
$226K -$16.7K -1,288 -7%
IA
31
IFG Advisory
Georgia
$224K +$1.08K +83 +0.5%
LI
32
LVZ Inc
Michigan
$186K – – –
EWA
33
EP Wealth Advisors
California
$185K – – –
KFA
34
Kapstone Financial Advisors
Ohio
$177K +$25.9K +2,000 +17%
LMKC
35
L.M. Kohn & Company
Ohio
$174K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$166K -$19.3K -1,482 -10%
LIG
37
Lokken Investment Group
Delaware
$163K – – –
EWA
38
EverSource Wealth Advisors
Alabama
$159K – – –
KAS
39
Kestra Advisory Services
Texas
$145K +$2.51K +193 +2%
MFG
40
Merit Financial Group
Georgia
$144K -$23.6K -1,815 -14%
LFAS
41
Level Four Advisory Services
Texas
$131K +$131K +10,272 New
CA
42
CoreCap Advisors
Michigan
$95.2K +$15.7K +1,211 +20%
FFWM
43
Future Financial Wealth Management
Ohio
$78K +$78K +6,000 New
Bessemer Group
44
Bessemer Group
New Jersey
$53K +$669 +51 +1%
SIS
45
Sound Income Strategies
Florida
$33.7K – – –
GIA
46
GHP Investment Advisors
Colorado
$28.4K +$28.4K +2,185 New
CFGS
47
Concourse Financial Group Securities
Alabama
$27.7K – – –
CFD
48
Creative Financial Designs
Indiana
$21.1K -$1.81K -139 -8%
ATS
49
Ashton Thomas Securities
New York
$19.5K +$19.5K +1,500 New
HWM
50
Hemington Wealth Management
Virginia
$18K +$18K +1,425 New
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