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Cohen & Steers Closed End Opportunity Fund

54 hedge funds and large institutions have $47.1M invested in Cohen & Steers Closed End Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-10
Holders Change %
-15.63%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
18
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.1M +$535K +48,789 +3%
LPL Financial
2
LPL Financial
California
$6.51M +$599K +54,669 +10%
Bank of America
3
Bank of America
North Carolina
$3.45M +$357K +32,574 +12%
UBS Group
4
UBS Group
Switzerland
$2.76M +$70K +6,391 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.12M +$230K +21,000 +12%
Wells Fargo
6
Wells Fargo
California
$2.02M +$322K +29,406 +19%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.94M -$57.4K -5,241 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.44M -$375K -34,178 -21%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.34M +$29.3K +2,677 +2%
RJA
10
Raymond James & Associates
Florida
$963K +$581K +53,008 +152%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$710K -$110K -10,021 -13%
FA
12
Financial Alternatives
California
$509K
PAG
13
Private Advisor Group
New Jersey
$505K -$55.4K -5,059 -10%
RJT
14
Raymond James Trust
Florida
$505K
SWM
15
Silverlake Wealth Management
Vermont
$487K -$32.5K -2,968 -6%
MOS
16
MGO One Seven
Ohio
$340K -$1.64K -150 -0.5%
Stifel Financial
17
Stifel Financial
Missouri
$333K -$24.7K -2,250 -7%
AWS
18
Atria Wealth Solutions
New York
$286K +$286K +26,067 New
CAM
19
Cresset Asset Management
Illinois
$260K +$71.8K +6,553 +38%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$257K +$41.3K +3,764 +19%
BCM
21
Brookstone Capital Management
Illinois
$250K
CWM
22
Congress Wealth Management
Massachusetts
$209K
GC
23
Guggenheim Capital
Illinois
$190K -$1.15K -105 -0.6%
TWM
24
Tradition Wealth Management
Minnesota
$183K -$68.1K -6,222 -27%
IA
25
IFG Advisory
Georgia
$170K -$27.9K -2,550 -14%