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Cohen & Steers Closed End Opportunity Fund

37 hedge funds and large institutions have $59.6M invested in Cohen & Steers Closed End Opportunity Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $57.8M → $59.6M (+$1.8M)

0.22% more ownership

Funds ownership: 15.34%15.56% (+0.22%)

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
15
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.1M -$416K -33,493 -2%
BTS
2
BB&T Securities
Virginia
$6.66M -$2.03K -163 -0.3%
Wells Fargo
3
Wells Fargo
California
$4.88M +$31.3K +2,519 +0.7%
Bank of America
4
Bank of America
North Carolina
$4.67M +$172K +13,810 +4%
PAIM
5
Punch & Associates Investment Management
Minnesota
$3.81M +$65.9K +5,304 +2%
LPL Financial
6
LPL Financial
California
$3.29M -$23.8K -1,917 -0.7%
CFA
7
Cahill Financial Advisors
Minnesota
$3.22M +$3.18M +255,842 New
FIMG
8
Financial & Investment Management Group
Michigan
$2.6M +$2.57M +206,690 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.4M +$252K +20,304 +22%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.27M +$55.1K +4,430 +5%
SFS
11
Shaker Financial Services
Virginia
$1.17M +$990K +79,588 +587%
RCM
12
Rivernorth Capital Management
Florida
$1.15M +$1.14M +91,755 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$975K +$334K +26,864 +53%
U
14
UBS
Switzerland
$819K -$53.6K -4,313 -6%
TC
15
TFS Capital
Pennsylvania
$738K +$558K +44,916 +326%
DA
16
Doliver Advisors
Texas
$711K +$188K +15,088 +36%
FTI
17
Fiduciary Trust International
Massachusetts
$588K
WAM
18
Wolverine Asset Management
Illinois
$530K +$525K +42,220 New
SG Americas Securities
19
SG Americas Securities
New York
$496K +$490K +39,423 New
Deutsche Bank
20
Deutsche Bank
Germany
$483K -$479K -38,503 -50%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$386K +$382K +30,700 New
COLIM
22
City of London Investment Management
United Kingdom
$381K +$377K +30,350 New
PI
23
Placemark Investments
Illinois
$379K -$11.2K -900 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$296K +$45.1K +3,625 +18%
KIA
25
King Investment Advisors
Texas
$291K -$46.9K -3,770 -14%

FOF Hedge Fund Activity: Q4 2013 in Review

37 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q4 2013, worth a combined $59.6M — up 3.1% from $57.8M a quarter earlier.

Fund positioning in FOF was balanced in Q4 2013: 10 funds opened new positions, 10 closed out, 15 added to existing stakes and 9 trimmed.

The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $2.57M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $8.04M sold.

  • 37 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $59.6M of Cohen & Steers Closed End Opportunity Fund stock for Q4 2013, up 3.1% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q4 2013 and 10 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q4 2013 was Financial & Investment Management Group, an estimated $2.57M added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q4 2013 was 1832 Asset Management, an estimated $8.04M sold.

Based on aggregated 13F filings for Q4 2013.