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Cohen & Steers Duration Preferred & Income Fund

74 hedge funds and large institutions have $146M invested in Cohen & Steers Duration Preferred & Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

4% more funds holding

Funds holding: 7174 (+3)

0.32% less ownership

Funds ownership: 22.39%22.07% (-0.32%)

14% less capital invested

Capital invested by funds: $169M → $146M (-$23.6M)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$624K
DA
27
Doliver Advisors
Texas
$570K +$586K +24,864 New
GC
28
Guggenheim Capital
Illinois
$559K -$168K -7,115 -23%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$506K +$22.4K +952 +5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$483K +$497K +21,084 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$477K -$23.6K -1,000 -5%
DC
32
Davenport & Co
Virginia
$469K
KPWS
33
Kestra Private Wealth Services
Texas
$465K +$260K +11,035 +119%
MIG
34
Mariner Investment Group
New York
$459K +$472K +20,019 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$435K -$37.3K -1,584 -8%
WA
36
Winfield Associates
Ohio
$416K -$63.7K -2,700 -13%
OIM
37
Oder Investment Management
California
$366K +$754 +32 +0.2%
HighTower Advisors
38
HighTower Advisors
Illinois
$363K -$44.2K -1,874 -11%
LSC
39
Logan Stone Capital
Illinois
$316K +$325K +13,800 New
ARC
40
Advisor Resource Council
Texas
$296K +$305K +12,931 New
PFS
41
Prospera Financial Services
Texas
$270K
GBA
42
Garrison Bradford & Associates
New York
$264K
CIA
43
Capital Investment Advisors
Georgia
$258K -$13K -550 -5%
Creative Planning
44
Creative Planning
Kansas
$244K +$251K +10,633 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$239K -$37.9K -1,607 -13%
SCA
46
SMH Capital Advisors
Texas
$236K +$19.8K +840 +9%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$229K
SIA
48
Sit Investment Associates
Minnesota
$229K +$236K +10,000 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$214K +$566 +24 +0.3%
IWM
50
IHT Wealth Management
Illinois
$211K +$29.7K +1,260 +16%

LDP Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q1 2022, worth a combined $146M — down 14% from $169M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LDP positions and 11 closed out — a net gain of 4 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $3.44M. The largest seller was Bank of America, cutting an estimated $4.97M.

  • 74 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q1 2022, up from 71 in Q4 2021.
  • Funds reported $146M of Cohen & Steers Duration Preferred & Income Fund stock for Q1 2022, down 14% quarter-over-quarter.
  • 15 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q1 2022 and 11 closed out, a net change of +4 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q1 2022 was Rockefeller Capital Management, an estimated $3.44M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q1 2022 was Bank of America, an estimated $4.97M sold.

Based on aggregated 13F filings for Q1 2022.