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Cohen & Steers Closed End Opportunity Fund

60 hedge funds and large institutions have $42.4M invested in Cohen & Steers Closed End Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

0.67% more ownership

Funds ownership: 15.48%16.14% (+0.67%)

0% more funds holding

Funds holding: 6060 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

6% less capital invested

Capital invested by funds: $45.1M → $42.4M (-$2.77M)

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.7M +$99K +8,656 +0.6%
LPL Financial
2
LPL Financial
California
$5.23M +$291K +25,476 +5%
Bank of America
3
Bank of America
North Carolina
$2.56M -$123K -10,730 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.49M +$25.8K +2,253 +0.9%
UBS Group
5
UBS Group
Switzerland
$2.43M -$35.9K -3,140 -1%
H6H
6
Hightower 6M Holding
Kansas
$2.06M +$26.4K +2,313 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.82M +$352K +30,794 +20%
Wells Fargo
8
Wells Fargo
California
$1.67M -$25.2K -2,206 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.32M +$11.9K +1,038 +0.8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.04M +$208K +18,228 +20%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$732K -$38.9K -3,407 -4%
PAG
12
Private Advisor Group
New Jersey
$516K -$32.4K -2,830 -5%
SWM
13
Silverlake Wealth Management
Vermont
$461K +$343 +30 +0.1%
SFS
14
Shaker Financial Services
Virginia
$423K +$498K +43,564 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$355K -$35.6K -3,116 -8%
RJT
16
Raymond James Trust
Florida
$352K +$194K +16,974 +88%
TWM
17
Tradition Wealth Management
Minnesota
$253K -$9.42K -824 -3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$247K +$105K +9,212 +57%
BCM
19
Brookstone Capital Management
Illinois
$223K
WS
20
Wedbush Securities
California
$195K +$354 +31 +0.2%
Stifel Financial
21
Stifel Financial
Missouri
$193K +$17.1K +1,500 +8%
SIG
22
Sargent Investment Group
Maryland
$192K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$188K +$19.8K +1,728 +10%
CWM
24
Congress Wealth Management
Massachusetts
$186K
IA
25
IFG Advisory
Georgia
$174K +$23K +2,013 +13%

FOF Hedge Fund Activity: Q3 2022 in Review

60 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q3 2022, worth a combined $42.4M — down 6.1% from $45.1M a quarter earlier.

Fund positioning in FOF was balanced in Q3 2022: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 13 trimmed.

The largest buyer was MGO One Seven, opening a new position worth an estimated $691K. The largest seller was Virtu Financial, exiting entirely with an estimated $362K sold.

  • 60 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $42.4M of Cohen & Steers Closed End Opportunity Fund stock for Q3 2022, down 6.1% quarter-over-quarter.
  • 9 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q3 2022 and 9 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q3 2022 was MGO One Seven, an estimated $691K added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q3 2022 was Virtu Financial, an estimated $362K sold.

Based on aggregated 13F filings for Q3 2022.