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Cohen & Steers Duration Preferred & Income Fund
LDP

71 hedge funds and large institutions have $155M invested in Cohen & Steers Duration Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

8% more funds holding

Funds holding: 66 → 71 (+5)

0.65% more ownership

Funds ownership: 25.7% → 26.35% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $162M → $155M (-$7.38M)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
34
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.71M
2
MCM
MAI Capital Management
Ohio
+$1.21M
3
CIA
Capital Investment Advisors
Georgia
+$1M
4
RCM
Rivernorth Capital Management
Florida
+$783K
5
RAM
Readystate Asset Management
Illinois
+$564K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.26M
2
Morgan Stanley
Morgan Stanley
New York
-$893K
3
LCM
Landscape Capital Management
New Jersey
-$684K
4
CPIG
Chicago Partners Investment Group
Illinois
-$482K
5
Walleye Capital
Walleye Capital
New York
-$480K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$1.23M -$82.4K -3,905 -6%
Wells Fargo
27
Wells Fargo
California
$1.23M +$295K +13,992 +30%
LA
28
LexAurum Advisors
Kansas
$1.22M +$5.4K +256 +0.4%
MCM
29
MAI Capital Management
Ohio
$1.16M +$1.21M +57,266 New
BPA
30
Beacon Pointe Advisors
California
$1.12M +$157K +7,435 +16%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.08M -$15.3K -725 -1%
CL
32
Choreo LLC
Illinois
$867K +$236K +11,208 +35%
Lido Advisors
33
Lido Advisors
California
$836K +$41.7K +1,975 +5%
RCM
34
Rivernorth Capital Management
Florida
$750K +$783K +37,107 New
AI
35
Atria Investments
North Carolina
$689K +$98K +4,644 +16%
RAM
36
Readystate Asset Management
Illinois
$540K +$564K +26,732 New
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$481K +$502K +23,815 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$420K -$7.49K -355 -2%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$398K +$92.7K +4,395 +29%
KPWS
40
Kestra Private Wealth Services
Texas
$354K +$162K +7,655 +78%
EA
41
Everpar Advisors
Oklahoma
$349K -$68.3K -3,238 -16%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$338K -$4.83K -229 -1%
PFS
43
Prospera Financial Services
Texas
$311K -$14.3K -676 -4%
Stifel Financial
44
Stifel Financial
Missouri
$305K -$15.3K -726 -5%
CG
45
Caprock Group
Idaho
$304K – – –
WSFS
46
Wilmington Savings Fund Society
Delaware
$303K – – –
MFG
47
Magnus Financial Group
New York
$299K +$312K +14,800 New
BC
48
Barrett & Company
Rhode Island
$254K +$1.41K +67 +0.5%
HF
49
HRT Financial
New York
$234K +$245K +11,629 New
Creative Planning
50
Creative Planning
Kansas
$231K -$277K -13,140 -53%
1
2
3 4

LDP Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q4 2024, worth a combined $155M — down 4.5% from $162M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LDP positions and 5 closed out — a net gain of 8 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $1.71M. The largest seller was Invesco, cutting an estimated $1.26M.

  • 71 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $155M of Cohen & Steers Duration Preferred & Income Fund stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 13 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q4 2024 and 5 closed out, a net change of +8 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q4 2024 was UBS Group, an estimated $1.71M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q4 2024 was Invesco, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2024.