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INB

Cohen & Steers Global Income Builder, Inc.

Delisted

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

35 hedge funds and large institutions have $39.5M invested in Cohen & Steers Global Income Builder, Inc. in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $40.9M → $39.5M (-$1.32M)

5% less funds holding

Funds holding: 3735 (-2)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
11
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$10.7M -$4.87M -540,947 -31%
SIA
2
Sit Investment Associates
Minnesota
$7.22M +$4.97M +552,009 +227%
Stifel Financial
3
Stifel Financial
Missouri
$3.91M +$53.6K +5,961 +1%
Invesco
4
Invesco
Georgia
$3.6M -$462K -51,373 -11%
GC
5
Guggenheim Capital
Illinois
$3.37M -$503K -55,872 -13%
Morgan Stanley
6
Morgan Stanley
New York
$2.95M +$53.5K +5,953 +2%
CCP
7
Clough Capital Partners
Massachusetts
$1.43M +$788K +87,650 +126%
AG
8
Advisor Group
Arizona
$1.19M -$37.5K -4,171 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$777K -$28.6K -3,179 -4%
Wells Fargo
10
Wells Fargo
California
$700K -$52.6K -5,847 -7%
CCB
11
Cutter & Co Brokerage
Missouri
$676K -$10.8K -1,206 -2%
Bank of America
12
Bank of America
North Carolina
$653K +$17K +1,887 +3%
UBS Group
13
UBS Group
Switzerland
$461K -$155K -17,241 -25%
Ameriprise
14
Ameriprise
Minnesota
$294K +$33.6K +3,736 +13%
CA
15
Cetera Advisors
Colorado
$231K +$48.3K +5,365 +27%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$198K -$8.99K -1,000 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$185K -$10.6K -1,175 -5%
PPA
18
Parametric Portfolio Associates
Washington
$176K +$30K +3,333 +21%
FAAS
19
First Allied Advisory Services
California
$168K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$158K +$15.7K +1,746 +11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$119K +$828 +92 +0.7%
CBOR
22
Community Bank of Raymore
Missouri
$116K +$115K +12,750 New
BWP
23
Baldwin Wealth Partners
Massachusetts
$64K
GSWM
24
Golden State Wealth Management
California
$34K -$105K -11,634 -76%
QCIG
25
Quad-Cities Investment Group
Iowa
$31K +$459 +51 +2%

INB Hedge Fund Activity: Q3 2019 in Review

35 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Global Income Builder, Inc. (INB) for Q3 2019, worth a combined $39.5M — down 3.2% from $40.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of INB and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.97M. The largest seller was Cornerstone Advisory, cutting an estimated $4.87M.

  • 35 institutional investors held Cohen & Steers Global Income Builder, Inc. (INB) as of Q3 2019, down from 37 in Q2 2019.
  • Funds reported $39.5M of Cohen & Steers Global Income Builder, Inc. stock for Q3 2019, down 3.2% quarter-over-quarter.
  • 3 funds opened new Cohen & Steers Global Income Builder, Inc. positions in Q3 2019 and 5 closed out, a net change of -2 holders.
  • The largest Cohen & Steers Global Income Builder, Inc. buyer in Q3 2019 was Sit Investment Associates, an estimated $4.97M added.
  • The largest Cohen & Steers Global Income Builder, Inc. seller in Q3 2019 was Cornerstone Advisory, an estimated $4.87M sold.

Based on aggregated 13F filings for Q3 2019.