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Cohen & Steers Duration Preferred & Income Fund
LDP

79 hedge funds and large institutions have $164M invested in Cohen & Steers Duration Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

185% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 13

11% more funds holding

Funds holding: 71 → 79 (+8)

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.59M)

1.46% more ownership

Funds ownership: 26.35% → 27.8% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
37
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.29M
2
RC
Rareview Capital
Nevada
+$1.22M
3
Invesco
Invesco
Georgia
+$895K
4
NW
NewEdge Wealth
Pennsylvania
+$857K
5
CIA
Capital Investment Advisors
Georgia
+$518K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$750K
2
LA
LexAurum Advisors
Kansas
-$515K
3
HF
HRT Financial
New York
-$234K
4
RAM
Readystate Asset Management
Illinois
-$165K
5
BWP
Baldwin Wealth Partners
Massachusetts
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$1.25M +$3.69K +179 +0.3%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.24M -$93.1K -4,516 -7%
RC
28
Rareview Capital
Nevada
$1.2M +$1.22M +59,164 New
MCM
29
MAI Capital Management
Ohio
$1.17M +$2.99K +145 +0.3%
BPA
30
Beacon Pointe Advisors
California
$1.14M +$20.8K +1,011 +2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.03M -$56.5K -2,740 -5%
CL
32
Choreo LLC
Illinois
$884K +$12K +584 +1%
Lido Advisors
33
Lido Advisors
California
$843K – – –
AI
34
Atria Investments
North Carolina
$810K +$117K +5,679 +17%
LA
35
LexAurum Advisors
Kansas
$723K -$515K -24,999 -41%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$545K +$60.7K +2,945 +12%
WS
37
Wela Strategies
Georgia
$463K +$468K +22,726 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$435K +$12.5K +605 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$431K +$30.1K +1,460 +7%
RAM
40
Readystate Asset Management
Illinois
$381K -$165K -8,011 -30%
WAM
41
Wolverine Asset Management
Illinois
$369K +$286K +13,869 +326%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$360K +$19.8K +961 +6%
KPWS
43
Kestra Private Wealth Services
Texas
$359K +$2.37K +115 +0.7%
EA
44
Everpar Advisors
Oklahoma
$352K – – –
MG
45
Marex Group
$328K +$332K +16,097 New
PFS
46
Prospera Financial Services
Texas
$314K – – –
CG
47
Caprock Group
Idaho
$306K – – –
WSFS
48
Wilmington Savings Fund Society
Delaware
$305K – – –
Stifel Financial
49
Stifel Financial
Missouri
$259K -$49.5K -2,401 -16%
BC
50
Barrett & Company
Rhode Island
$258K +$1.42K +69 +0.5%
1
2
3 4

LDP Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q1 2025, worth a combined $164M — up 6.2% from $155M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LDP positions and 4 closed out — a net gain of 10 holders — while 37 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.29M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $750K sold.

  • 79 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q1 2025, up from 71 in Q4 2024.
  • Funds reported $164M of Cohen & Steers Duration Preferred & Income Fund stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q1 2025 and 4 closed out, a net change of +10 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $3.29M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $750K sold.

Based on aggregated 13F filings for Q1 2025.