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Cohen & Steers Duration Preferred & Income Fund
LDP

Overview Fund Activity

66 hedge funds and large institutions have $181M invested in Cohen & Steers Duration Preferred & Income Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LA
1
LexAurum Advisors
Kansas
$3.85M
2
MSA
2
Marino Stram & Associates
Massachusetts
$1.66M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.3M
4
UBS Group
4
UBS Group
Switzerland
$34.8M
5
GIP
5
Greatmark Investment Partners
Georgia
$3.6M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$25.5M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$198K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$619K -$15.1K -550 -2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$583K +$68K +2,482 +13%
WA
28
Winfield Associates
Ohio
$571K -$13.7K -500 -2%
DC
29
Davenport & Co
Virginia
$560K +$119K +4,334 +27%
Citigroup
30
Citigroup
New York
$516K -$48K -1,751 -9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$470K +$7.46K +273 +2%
CIA
32
Capital Investment Advisors
Georgia
$461K +$19.5K +712 +4%
FFA
33
First Foundation Advisors
California
$406K -$61.8K -2,258 -13%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$335K +$48.5K +1,774 +17%
OIM
35
Oder Investment Management
California
$327K +$20.9K +766 +7%
PFS
36
Prospera Financial Services
Texas
$323K – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$320K -$1.92K -70 -0.6%
GBA
38
Garrison Bradford & Associates
New York
$315K – – –
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$282K -$19.2K -700 -6%
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$274K +$274K +10,000 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$258K +$7.79K +284 +3%
KPWS
42
Kestra Private Wealth Services
Texas
$252K +$985 +36 +0.4%
SCA
43
SMH Capital Advisors
Texas
$249K +$1.78K +65 +0.7%
CW
44
CreativeOne Wealth
Kansas
$232K – – –
LWM
45
Loveless Wealth Management
Montana
$224K – – –
IIA
46
IPG Investment Advisors
California
$217K +$217K +7,925 New
Truist Financial
47
Truist Financial
North Carolina
$216K – – –
PPA
48
Parametric Portfolio Associates
Washington
$198K -$694K -25,387 -78%
S
49
SignatureFD
Georgia
$150K +$792 +29 +0.5%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$147K +$10.7K +392 +8%
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