Cohen & Steers Duration Preferred & Income Fund
LDP
58 hedge funds and large institutions have $143M invested in Cohen & Steers Duration Preferred & Income Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
7% more capital invested
Capital invested by funds: $135M → $143M (+$8.95M)
4% more funds holding
Funds holding: 56 → 58 (+2)
0.41% more ownership
Funds ownership: 20.84% → 21.25% (+0.41%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
51
Whittier Trust
South Pasadena,
California
| $37K | – | – | – |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $23K | +$14.1K | +600 | +150% |
|
|
CFA
53
Carroll Financial Associates
Charlotte,
North Carolina
| $21K | +$21.2K | +900 | New |
|
|
GWS
54
Glassman Wealth Services
Vienna,
Virginia
| $19K | +$19.6K | +834 | New |
|
55
Fifth Third Bancorp
Cincinnati,
Ohio
| $14K | – | – | – |
|
|
APA
56
American Portfolios Advisors
Holbrook,
New York
| $11K | +$188 | +8 | +2% |
|
|
KFBMI
57
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| – | -$1.35M | -60,000 | Closed |
|
|
JG
58
Jefferies Group
New York
| – | -$1.11K | -49,249 | Closed |
|
|
PFS
59
Prospera Financial Services
Dallas,
Texas
| – | -$286K | -12,700 | Closed |
|
|
THWM
60
Taylor Hoffman Wealth Management
Richmond,
Virginia
| – | -$45K | -2,017 | Closed |
|
|
PAG
61
Private Advisor Group
Morristown,
New Jersey
| – | -$18K | -780 | Closed |
|
|
CAN
62
Cetera Advisor Networks
El Segundo,
California
| – | -$13K | -560 | Closed |
|
|
SFS
63
Sowell Financial Services
North Little Rock,
Arkansas
| – | +$188 | +8 | New |
|
LDP Hedge Fund Activity: Q3 2020 in Review
58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q3 2020, worth a combined $143M — up 6.7% from $135M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LDP positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $7.53M. The largest seller was Bank of America, cutting an estimated $1.87M.
- 58 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q3 2020, up from 56 in Q2 2020.
- Funds reported $143M of Cohen & Steers Duration Preferred & Income Fund stock for Q3 2020, up 6.7% quarter-over-quarter.
- 9 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q3 2020 and 6 closed out, a net change of +3 holders.
- The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q3 2020 was Bramshill Investments, an estimated $7.53M added.
- The largest Cohen & Steers Duration Preferred & Income Fund seller in Q3 2020 was Bank of America, an estimated $1.87M sold.
Based on aggregated 13F filings for Q3 2020.