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INB

Cohen & Steers Global Income Builder, Inc.

Delisted

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

36 hedge funds and large institutions have $40.8M invested in Cohen & Steers Global Income Builder, Inc. in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

11% more capital invested

Capital invested by funds: $36.8M → $40.8M (+$4.05M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 4036 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
16
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$15.7M +$823K +100,239 +6%
Invesco
2
Invesco
Georgia
$4.59M -$893K -108,751 -17%
Stifel Financial
3
Stifel Financial
Missouri
$3.7M -$328K -39,917 -8%
Morgan Stanley
4
Morgan Stanley
New York
$3.54M +$622K +75,751 +22%
GC
5
Guggenheim Capital
Illinois
$3.47M +$412K +50,162 +14%
WAM
6
Wolverine Asset Management
Illinois
$2.02M +$250K +30,466 +15%
AG
7
Advisor Group
Arizona
$1.02M +$46.2K +5,631 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$777K +$4.56K +556 +0.6%
KIM
9
Karpus Investment Management
New York
$597K -$5.13K -625 -0.9%
CCB
10
Cutter & Co Brokerage
Missouri
$586K +$15.8K +1,929 +3%
Bank of America
11
Bank of America
North Carolina
$581K +$25.2K +3,064 +5%
UBS Group
12
UBS Group
Switzerland
$566K +$77.7K +9,466 +17%
CA
13
Cornerstone Advisors
North Carolina
$540K +$520K +63,334 New
CRC
14
Curi RMB Capital
Illinois
$334K -$409K -49,846 -56%
Wells Fargo
15
Wells Fargo
California
$296K -$7.44K -906 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$274K -$166K -20,173 -39%
KA
17
Klingman & Associates
New York
$267K -$4.1K -500 -2%
Ameriprise
18
Ameriprise
Minnesota
$213K +$7.14K +870 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$210K -$7.02K -855 -3%
SS
20
Simplicity Solutions
Minnesota
$194K +$187K +22,757 New
FAAS
21
First Allied Advisory Services
California
$178K +$1.23K +150 +0.7%
PPA
22
Parametric Portfolio Associates
Washington
$178K +$16.7K +2,033 +11%
SFS
23
Shaker Financial Services
Virginia
$175K +$168K +20,498 New
AA
24
AQR Arbitrage
Connecticut
$157K +$20.5K +2,500 +16%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$136K +$17.2K +2,093 +15%

INB Hedge Fund Activity: Q1 2019 in Review

36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Global Income Builder, Inc. (INB) for Q1 2019, worth a combined $40.8M — up 11% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of INB and 4 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 16 added.

The largest buyer was Cornerstone Advisory, adding an estimated $823K. The largest seller was Carson Wealth (CWM LLC), exiting entirely with an estimated $1.68M sold.

  • 36 institutional investors held Cohen & Steers Global Income Builder, Inc. (INB) as of Q1 2019, down from 40 in Q4 2018.
  • Funds reported $40.8M of Cohen & Steers Global Income Builder, Inc. stock for Q1 2019, up 11% quarter-over-quarter.
  • 4 funds opened new Cohen & Steers Global Income Builder, Inc. positions in Q1 2019 and 8 closed out, a net change of -4 holders.
  • The largest Cohen & Steers Global Income Builder, Inc. buyer in Q1 2019 was Cornerstone Advisory, an estimated $823K added.
  • The largest Cohen & Steers Global Income Builder, Inc. seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2019.