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Cohen & Steers Closed End Opportunity Fund

55 hedge funds and large institutions have $58.8M invested in Cohen & Steers Closed End Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.8M -$17.9M -1,531,199 -50%
LPL Financial
2
LPL Financial
California
$8.2M +$224K +19,185 +3%
Bank of America
3
Bank of America
North Carolina
$4.85M +$242K +20,691 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.58M +$575K +49,221 +14%
Wells Fargo
5
Wells Fargo
California
$3.1M -$57.1K -4,888 -2%
UBS Group
6
UBS Group
Switzerland
$2.7M -$41.4K -3,545 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.57M +$111K +9,519 +5%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.8M -$29.6K -2,536 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.4M -$24K -2,053 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.31M -$258K -22,100 -16%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.28M +$118K +10,115 +10%
RJA
12
Raymond James & Associates
Florida
$1.26M -$10.7K -914 -0.8%
PAG
13
Private Advisor Group
New Jersey
$555K +$9.76K +835 +2%
FA
14
Financial Alternatives
California
$543K
RJT
15
Raymond James Trust
Florida
$538K
Comerica Bank
16
Comerica Bank
Texas
$411K
SWM
17
Silverlake Wealth Management
Vermont
$401K -$81.4K -6,967 -17%
PS
18
Principal Securities
Iowa
$383K +$52.6K +4,500 +16%
Ameriprise
19
Ameriprise
Minnesota
$369K +$17.5K +1,500 +5%
MOS
20
MGO One Seven
Ohio
$286K
SA
21
SFI Advisors
New Jersey
$285K +$285K +24,405 New
SCM
22
Saxony Capital Management
Missouri
$283K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$280K +$30.5K +2,610 +12%
WS
24
Wedbush Securities
California
$268K +$28.9K +2,472 +12%
AWS
25
Atria Wealth Solutions
New York
$241K -$49.6K -4,245 -17%