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Cohen & Steers Closed End Opportunity Fund

53 hedge funds and large institutions have $51M invested in Cohen & Steers Closed End Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.2M 1,569,513 -54,539 -3%
LPL Financial
2
LPL Financial
California
$6.6M 639,327 +21,647 +4%
Bank of America
3
Bank of America
North Carolina
$3.8M 368,076 +42,865 +13%
UBS Group
4
UBS Group
Switzerland
$2.78M 269,026 -6,514 -2%
Wells Fargo
5
Wells Fargo
California
$2.3M 223,181 +32,294 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.25M 218,028 +11,940 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.1M 203,867 +1,464 +0.7%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.04M 197,979 +63,543 +47%
CAM
9
Cresset Asset Management
Illinois
$1.73M 167,770 +7,862 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.66M 160,705 -19,458 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.39M 134,399 +5,950 +5%
RJA
12
Raymond James & Associates
Florida
$1.04M 100,867 +9,349 +10%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$702K 68,012 +1,016 +2%
SFS
14
Shaker Financial Services
Virginia
$531K 51,456 -57,360 -53%
FA
15
Financial Alternatives
California
$480K 46,487
RJT
16
Raymond James Trust
Florida
$475K 46,032
PAG
17
Private Advisor Group
New Jersey
$465K 45,103 -1,015 -2%
SWM
18
Silverlake Wealth Management
Vermont
$457K 44,237 +35 +0.1%
AWS
19
Atria Wealth Solutions
New York
$350K 33,954 +7,197 +27%
Comerica Bank
20
Comerica Bank
Texas
$286K 27,700 +27,700 New
MOS
21
MGO One Seven
Ohio
$260K 25,231 -250 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$242K 23,437 +2,219 +10%
BCM
23
Brookstone Capital Management
Illinois
$226K 22,822
WS
24
Wedbush Securities
California
$211K 20,420 +35 +0.2%
CWM
25
Congress Wealth Management
Massachusetts
$197K 19,108