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Cohen & Steers Duration Preferred & Income Fund
LDP

66 hedge funds and large institutions have $162M invested in Cohen & Steers Duration Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

5% more capital invested

Capital invested by funds: $155M → $162M (+$7.02M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.16% less ownership

Funds ownership: 26.87% → 25.7% (-1.2%)

1% less funds holding

Funds holding: 67 → 66 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
30
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$6.93M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.48M
3
NW
NewEdge Wealth
Pennsylvania
+$761K
4
OC
Oppenheimer & Co
New York
+$518K
5
Invesco
Invesco
Georgia
+$436K

Top Sellers

1
SA
Sanctuary Advisors
Indiana
-$6.14M
2
AI
Atria Investments
North Carolina
-$5.63M
3
UBS Group
UBS Group
Switzerland
-$5.1M
4
AA
AQR Arbitrage
Connecticut
-$847K
5
Morgan Stanley
Morgan Stanley
New York
-$739K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
26
Carmichael Hill & Associates
Maryland
$1.21M +$22.4K +1,106 +2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.18M – – –
BPA
28
Beacon Pointe Advisors
California
$1.04M +$202 +10 +0%
Wells Fargo
29
Wells Fargo
California
$1.02M +$13.6K +673 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$925K +$45.5K +2,249 +6%
Lido Advisors
31
Lido Advisors
California
$857K – – –
CL
32
Choreo LLC
Illinois
$690K -$688 -34 -0.1%
LCM
33
Landscape Capital Management
New Jersey
$684K -$170K -8,389 -21%
AI
34
Atria Investments
North Carolina
$641K -$5.63M -278,207 -90%
Creative Planning
35
Creative Planning
Kansas
$535K +$64.4K +3,183 +15%
Walleye Capital
36
Walleye Capital
New York
$480K -$3.85K -190 -0.9%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$459K +$5.77K +285 +1%
EA
38
Everpar Advisors
Oklahoma
$446K – – –
CIA
39
Capital Investment Advisors
Georgia
$396K +$368K +18,185 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$369K +$30.2K +1,492 +10%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$358K -$35.9K -1,771 -10%
PFS
42
Prospera Financial Services
Texas
$350K +$13.7K +676 +4%
Stifel Financial
43
Stifel Financial
Missouri
$344K +$486 +24 +0.2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$333K +$55.2K +2,725 +22%
CG
45
Caprock Group
Idaho
$327K +$304K +15,025 New
WSFS
46
Wilmington Savings Fund Society
Delaware
$326K +$304K +15,000 New
BC
47
Barrett & Company
Rhode Island
$272K +$1.36K +67 +0.5%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$243K – – –
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$218K – – –
KPWS
50
Kestra Private Wealth Services
Texas
$215K -$110K -5,438 -36%
1
2
3

LDP Hedge Fund Activity: Q3 2024 in Review

66 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q3 2024, worth a combined $162M — up 4.5% from $155M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LDP and 7 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 30 added.

The largest buyer was Raymond James & Associates, adding an estimated $6.93M. The largest seller was Sanctuary Advisors, cutting an estimated $6.14M.

  • 66 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q3 2024, down from 67 in Q2 2024.
  • Funds reported $162M of Cohen & Steers Duration Preferred & Income Fund stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q3 2024 and 8 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q3 2024 was Raymond James & Associates, an estimated $6.93M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q3 2024 was Sanctuary Advisors, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2024.