Cohen & Steers Duration Preferred & Income Fund
LDP
56 hedge funds and large institutions have $135M invested in Cohen & Steers Duration Preferred & Income Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $121M → $135M (+$13.6M)
6% more funds holding
Funds holding: 53 → 56 (+3)
0.47% more ownership
Funds ownership: 20.38% → 20.84% (+0.47%)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.44M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.01M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$969K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$934K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$742K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $14K | – | – | – |
|
|
CAN
52
Cetera Advisor Networks
El Segundo,
California
| $13K | +$12.5K | +560 | New |
|
|
APA
53
American Portfolios Advisors
Holbrook,
New York
| $10.4K | +$224 | +10 | +2% |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $9K | +$8.95K | +400 | New |
|
|
JG
55
Jefferies Group
New York
| $1.11K | -$33.7K | -1,506 | -3% |
|
|
LCM
56
Landscape Capital Management
Englewood,
New Jersey
| – | -$1.01M | -49,333 | Closed |
|
|
EWM
57
EPG Wealth Management
Atlanta,
Georgia
| – | -$48K | -2,315 | Closed |
|
|
DWM
58
Darwin Wealth Management
Tampa,
Florida
| – | -$27K | -1,319 | Closed |
|
|
SFS
59
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$8K | -392 | Closed |
|
|
NFG
60
Next Financial Group
Houston,
Texas
| – | -$6K | -300 | Closed |
|
|
WAP
61
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$4K | -200 | Closed |
|
LDP Hedge Fund Activity: Q2 2020 in Review
56 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q2 2020, worth a combined $135M — up 11% from $121M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LDP positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 23 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $4.76M. The largest seller was UBS Group, cutting an estimated $1.44M.
- 56 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q2 2020, up from 53 in Q1 2020.
- Funds reported $135M of Cohen & Steers Duration Preferred & Income Fund stock for Q2 2020, up 11% quarter-over-quarter.
- 9 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q2 2020 and 6 closed out, a net change of +3 holders.
- The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q2 2020 was Bramshill Investments, an estimated $4.76M added.
- The largest Cohen & Steers Duration Preferred & Income Fund seller in Q2 2020 was UBS Group, an estimated $1.44M sold.
Based on aggregated 13F filings for Q2 2020.