LDP icon

Cohen & Steers Duration Preferred & Income Fund
LDP

Overview Fund Activity

63 hedge funds and large institutions have $147M invested in Cohen & Steers Duration Preferred & Income Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
+10
Holders Change %
+18.87%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$35.9M
2
GC
2
Guggenheim Capital
Illinois
$1.5M
3
PFS
3
Prospera Financial Services
Texas
$363K
4
Invesco
4
Invesco
Georgia
$7.31M
5
Goldman Sachs
5
Goldman Sachs
New York
$236K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16.5M
2
Wells Fargo
2
Wells Fargo
California
$3.47M
3
OAM
3
Orinda Asset Management
California
$556K
4
Stifel Financial
4
Stifel Financial
Missouri
$369K
5
PFA
5
Pathway Financial Advisors
Vermont
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
26
Orinda Asset Management
California
$556K -$657K -25,043 -54%
HighTower Advisors
27
HighTower Advisors
Illinois
$527K -$86K -3,285 -14%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$461K -$63.5K -2,425 -12%
CIA
29
Capital Investment Advisors
Georgia
$388K -$9.17K -350 -2%
PFA
30
Pathway Financial Advisors
Vermont
$384K -$458K -17,294 -54%
Stifel Financial
31
Stifel Financial
Missouri
$369K -$648K -24,758 -64%
PFS
32
Prospera Financial Services
Texas
$363K +$363K +13,850 New
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$347K – – –
DC
34
Davenport & Co
Virginia
$322K +$78.8K +3,000 +32%
LPL Financial
35
LPL Financial
California
$318K +$24.1K +919 +8%
JWCA
36
J.W. Cole Advisors
Florida
$316K +$316K +12,052 New
AWA
37
Arete Wealth Advisors
Illinois
$294K – – –
PV
38
Private Vista
Illinois
$288K +$5.11K +195 +2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$285K +$199K +7,603 +233%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$254K – – –
LWM
41
Loveless Wealth Management
Montana
$243K +$243K +9,300 New
Goldman Sachs
42
Goldman Sachs
New York
$236K +$236K +9,000 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$235K +$235K +8,980 New
BP
44
BBR Partners
New York
$212K – – –
SFS
45
Shaker Financial Services
Virginia
$210K -$363K -13,806 -63%
Truist Financial
46
Truist Financial
North Carolina
$207K +$207K +7,879 New
SCA
47
SMH Capital Advisors
Texas
$202K +$202K +7,688 New
QFA
48
Quattro Financial Advisors
Texas
$167K +$167K +6,342 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$167K +$81.1K +3,089 +94%
Citigroup
50
Citigroup
New York
$164K -$3.85K -147 -2%
1
2
3