Cohen & Steers Closed End Opportunity Fund
FOF
58 hedge funds and large institutions have $68M invested in Cohen & Steers Closed End Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.
1% more capital invested
Capital invested by funds: $67.6M → $68M (+$388K)
0.56% more ownership
Funds ownership: 18.99% → 19.55% (+0.56%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
5% less funds holding
Funds holding: 61 → 58 (-3)
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.81M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$522K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$425K |
| 4 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
+$144K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$647K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$287K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$280K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$171K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$145K |
FOF Hedge Fund Activity: Q4 2024 in Review
58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q4 2024, worth a combined $68M — up 0.57% from $67.6M a quarter earlier.
Fund positioning in FOF was balanced in Q4 2024: 7 funds opened new positions, 7 closed out, 16 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.81M. The largest seller was NWF Advisory Services, exiting entirely with an estimated $647K sold.
- 58 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q4 2024, down from 61 in Q3 2024.
- Funds reported $68M of Cohen & Steers Closed End Opportunity Fund stock for Q4 2024, up 0.57% quarter-over-quarter.
- 7 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q4 2024 and 7 closed out, a net change of 0 holders.
- The largest Cohen & Steers Closed End Opportunity Fund buyer in Q4 2024 was LPL Financial, an estimated $1.81M added.
- The largest Cohen & Steers Closed End Opportunity Fund seller in Q4 2024 was NWF Advisory Services, an estimated $647K sold.
Based on aggregated 13F filings for Q4 2024.