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INB

Cohen & Steers Global Income Builder, Inc.

Delisted

INB was delisted on the 20th of December, 2019.

25 hedge funds and large institutions have $19.4M invested in Cohen & Steers Global Income Builder, Inc. in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

2% more capital invested

Capital invested by funds: $19.1M → $19.4M (+$316K)

7% less funds holding

Funds holding: 2725 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.98M +$416K +35,244 +12%
Invesco
2
Invesco
Georgia
$3.2M -$453K -38,366 -13%
Morgan Stanley
3
Morgan Stanley
New York
$1.84M +$310K +26,306 +21%
GC
4
Guggenheim Capital
Illinois
$1.77M -$617K -52,280 -26%
UBS Group
5
UBS Group
Switzerland
$1.25M -$19.5K -1,656 -2%
LPL Financial
6
LPL Financial
California
$1.13M +$52.4K +4,443 +5%
Bank of America
7
Bank of America
North Carolina
$1.01M +$54.4K +4,608 +6%
Ameriprise
8
Ameriprise
Minnesota
$952K +$9.39K +796 +1%
CCB
9
Cutter & Co Brokerage
Missouri
$901K -$11.2K -950 -1%
AI
10
Atria Investments
North Carolina
$651K +$48.4K +4,099 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$634K +$66.1K +5,600 +12%
FAAS
12
First Allied Advisory Services
California
$597K +$67.3K +5,700 +13%
KA
13
Klingman & Associates
New York
$576K
CRC
14
Curi RMB Capital
Illinois
$232K +$229K +19,402 New
Citigroup
15
Citigroup
New York
$176K +$2.65K +225 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$153K -$22.2K -1,884 -13%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$78K +$61.4K +5,200 +409%
AIG
18
American International Group
New York
$62.3K
Creative Planning
19
Creative Planning
Kansas
$60K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$60K +$15.9K +1,350 +37%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$49K -$22.4K -1,901 -32%
AWM
22
AllSquare Wealth Management
New York
$24K
PSI
23
Pinnacle Summer Investments
Virginia
$22K
Deutsche Bank
24
Deutsche Bank
Germany
$22K +$5K +424 +27%
FHA
25
First Horizon Advisors
Tennessee
$12K +$11.8K +1,000 New

INB Hedge Fund Activity: Q1 2015 in Review

25 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Global Income Builder, Inc. (INB) for Q1 2015, worth a combined $19.4M — up 1.7% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of INB and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 12 added.

The largest buyer was Wells Fargo, adding an estimated $416K. The largest seller was Guggenheim Capital, cutting an estimated $617K.

  • 25 institutional investors held Cohen & Steers Global Income Builder, Inc. (INB) as of Q1 2015, down from 27 in Q4 2014.
  • Funds reported $19.4M of Cohen & Steers Global Income Builder, Inc. stock for Q1 2015, up 1.7% quarter-over-quarter.
  • 2 funds opened new Cohen & Steers Global Income Builder, Inc. positions in Q1 2015 and 4 closed out, a net change of -2 holders.
  • The largest Cohen & Steers Global Income Builder, Inc. buyer in Q1 2015 was Wells Fargo, an estimated $416K added.
  • The largest Cohen & Steers Global Income Builder, Inc. seller in Q1 2015 was Guggenheim Capital, an estimated $617K sold.

Based on aggregated 13F filings for Q1 2015.