We are live on ! Find out more
LDP icon

Cohen & Steers Duration Preferred & Income Fund

64 hedge funds and large institutions have $149M 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.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

19% more funds holding

Funds holding: 5464 (+10)

4% more capital invested

Capital invested by funds: $143M → $149M (+$5.89M)

0.3% more ownership

Funds ownership: 19.35%19.64% (+0.3%)

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
1.26%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$573K +$38.5K +1,481 +7%
OAM
27
Orinda Asset Management
California
$556K -$651K -25,043 -54%
HighTower Advisors
28
HighTower Advisors
Illinois
$527K -$85.4K -3,285 -14%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$461K -$63K -2,425 -12%
CIA
30
Capital Investment Advisors
Georgia
$388K -$9.1K -350 -2%
PFA
31
Pathway Financial Advisors
Vermont
$384K -$450K -17,294 -54%
Stifel Financial
32
Stifel Financial
Missouri
$369K -$644K -24,758 -64%
PFS
33
Prospera Financial Services
Texas
$363K +$360K +13,850 New
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$347K
DC
35
Davenport & Co
Virginia
$322K +$78K +3,000 +32%
LPL Financial
36
LPL Financial
California
$318K +$23.9K +919 +8%
JWCA
37
J.W. Cole Advisors
Florida
$316K +$313K +12,052 New
AWA
38
Arete Wealth Advisors
Illinois
$294K
PV
39
Private Vista
Illinois
$288K +$5.07K +195 +2%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$285K +$198K +7,603 +233%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$254K
LWM
42
Loveless Wealth Management
Montana
$243K +$242K +9,300 New
Goldman Sachs
43
Goldman Sachs
New York
$236K +$234K +9,000 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$235K +$233K +8,980 New
BP
45
BBR Partners
New York
$212K
SFS
46
Shaker Financial Services
Virginia
$210K -$359K -13,806 -63%
Truist Financial
47
Truist Financial
North Carolina
$207K +$205K +7,879 New
SCA
48
SMH Capital Advisors
Texas
$202K +$200K +7,688 New
QFA
49
Quattro Financial Advisors
Texas
$167K +$165K +6,342 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$167K +$80.3K +3,089 +94%

LDP Hedge Fund Activity: Q4 2019 in Review

64 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q4 2019, worth a combined $149M — up 4.1% from $143M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LDP positions and 3 closed out — a net gain of 11 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $3.31M. The largest seller was Bank of America, cutting an estimated $1.92M.

  • 64 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q4 2019, up from 54 in Q3 2019.
  • Funds reported $149M of Cohen & Steers Duration Preferred & Income Fund stock for Q4 2019, up 4.1% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q4 2019 and 3 closed out, a net change of +11 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q4 2019 was UBS Group, an estimated $3.31M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q4 2019 was Bank of America, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2019.