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Cohen & Steers Closed End Opportunity Fund

46 hedge funds and large institutions have $45.6M invested in Cohen & Steers Closed End Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

12% more funds holding

Funds holding: 4146 (+5)

2.41% more ownership

Funds ownership: 12.7%15.11% (+2.4%)

2% more capital invested

Capital invested by funds: $44.8M → $45.6M (+$806K)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.6M +$4.18M +358,695 +34%
Bank of America
2
Bank of America
North Carolina
$6.84M -$855K -73,436 -11%
UBS Group
3
UBS Group
Switzerland
$2.53M +$89.8K +7,709 +3%
6M
4
6 Meridian
Kansas
$2.47M +$178K +15,314 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.25M +$21.5K +1,847 +0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.91M -$26.7K -2,293 -1%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.86M +$1.95M +167,481 New
SIG
8
Sargent Investment Group
Maryland
$1.21M +$1.27M +109,355 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.16M -$53.1K -4,557 -4%
Wells Fargo
10
Wells Fargo
California
$1.06M -$246K -21,170 -18%
PPA
11
Parametric Portfolio Associates
Washington
$1.04M +$711K +61,059 +187%
AG
12
Advisor Group
Arizona
$941K +$9.48K +814 +1%
LPL Financial
13
LPL Financial
California
$936K +$74K +6,355 +8%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$627K -$8.04K -691 -1%
FTI
15
Fiduciary Trust International
Massachusetts
$519K
RJA
16
Raymond James & Associates
Florida
$500K -$24.6K -2,112 -4%
ADBIC
17
A.D. Beadell Investment Counsel
Wisconsin
$477K +$1.06K +91 +0.2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$469K +$55.4K +4,757 +13%
MFBTD
19
MB Financial Bank - Trust Department
Illinois
$368K -$82.7K -7,100 -18%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$257K +$270K +23,200 New
MML Investors Services
21
MML Investors Services
Massachusetts
$251K -$188K -16,178 -42%
WS
22
Wedbush Securities
California
$214K +$42.7K +3,670 +24%
PAG
23
Private Advisor Group
New Jersey
$212K
BTS
24
BB&T Securities
Virginia
$207K +$78.1K +6,709 +56%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$204K +$214K +18,373 New

FOF Hedge Fund Activity: Q4 2018 in Review

46 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q4 2018, worth a combined $45.6M — up 1.8% from $44.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FOF positions and 8 closed out — a net gain of 5 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.18M. The largest seller was Bank of America, cutting an estimated $855K.

  • 46 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q4 2018, up from 41 in Q3 2018.
  • Funds reported $45.6M of Cohen & Steers Closed End Opportunity Fund stock for Q4 2018, up 1.8% quarter-over-quarter.
  • 13 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q4 2018 and 8 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q4 2018 was Morgan Stanley, an estimated $4.18M added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q4 2018 was Bank of America, an estimated $855K sold.

Based on aggregated 13F filings for Q4 2018.