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Cohen & Steers Closed End Opportunity Fund

41 hedge funds and large institutions have $45.9M invested in Cohen & Steers Closed End Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

14% more funds holding

Funds holding: 3641 (+5)

9% more capital invested

Capital invested by funds: $41.9M → $45.9M (+$3.95M)

1.01% more ownership

Funds ownership: 11.61%12.62% (+1%)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.8M +$1.11M +84,318 +10%
Bank of America
2
Bank of America
North Carolina
$10M +$288K +21,947 +3%
6M
3
6 Meridian
Kansas
$3.14M +$3.09M +236,067 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.83M -$177K -13,519 -6%
Wells Fargo
5
Wells Fargo
California
$2.25M +$269K +20,546 +14%
UBS Group
6
UBS Group
Switzerland
$2.17M -$59.6K -4,547 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.99M +$627K +47,854 +47%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.39M -$165K -12,614 -11%
AG
9
Advisor Group
Arizona
$1.15M +$36.1K +2,756 +3%
CAG
10
Crestwood Advisors Group
Massachusetts
$791K
GC
11
Guggenheim Capital
Illinois
$759K -$48.2K -3,673 -6%
Stifel Financial
12
Stifel Financial
Missouri
$701K +$208K +15,848 +43%
FTI
13
Fiduciary Trust International
Massachusetts
$623K
MFBTD
14
MB Financial Bank - Trust Department
Illinois
$614K -$1.55K -118 -0.3%
ADBIC
15
A.D. Beadell Investment Counsel
Wisconsin
$600K -$8.32K -635 -1%
RJA
16
Raymond James & Associates
Florida
$528K -$26.7K -2,039 -5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$467K +$2.53K +193 +0.6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$444K
AA
19
Ancora Advisors
Ohio
$293K
LPL Financial
20
LPL Financial
California
$284K +$280K +21,369 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$283K -$58.3K -4,450 -17%
ZA
22
Zazove Associates
Nevada
$233K -$413K -31,491 -64%
Invesco
23
Invesco
Georgia
$221K -$16.5K -1,255 -7%
WS
24
Wedbush Securities
California
$206K -$484K -36,947 -71%
M&T Bank
25
M&T Bank
New York
$200K

FOF Hedge Fund Activity: Q4 2017 in Review

41 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q4 2017, worth a combined $45.9M — up 9.4% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FOF positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.11M. The largest seller was Citadel Advisors, exiting entirely with an estimated $524K sold.

  • 41 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q4 2017, up from 36 in Q3 2017.
  • Funds reported $45.9M of Cohen & Steers Closed End Opportunity Fund stock for Q4 2017, up 9.4% quarter-over-quarter.
  • 8 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q4 2017 and 3 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q4 2017 was Morgan Stanley, an estimated $1.11M added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q4 2017 was Citadel Advisors, an estimated $524K sold.

Based on aggregated 13F filings for Q4 2017.