LDP icon

Cohen & Steers Duration Preferred & Income Fund
LDP

Overview Fund Activity

68 hedge funds and large institutions have $169M invested in Cohen & Steers Duration Preferred & Income Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$14.7M
2
SFS
2
Shaker Financial Services
Virginia
$1.2M
3
Bank of America
3
Bank of America
North Carolina
$20.8M
4
UBS Group
4
UBS Group
Switzerland
$32.3M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$671K

Top Sellers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$28.7M
3
MFG
3
Magnus Financial Group
New York
$0
4
Cerity Partners
4
Cerity Partners
New York
$711K
5
LNWWM
5
Laird Norton Wetherby Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$130K -$9.64K -369 -7%
US Bancorp
52
US Bancorp
Minnesota
$126K – – –
FIA
53
FNY Investment Advisers
New York
$75K +$75K +2,891 New
NFSG
54
Newbridge Financial Services Group
Florida
$53K – – –
APA
55
American Portfolios Advisors
New York
$51.9K -$12.8K -492 -20%
EP
56
Eudaimonia Partners
Tennessee
$47K +$554 +21 +1%
WT
57
Whittier Trust
California
$41K – – –
FF
58
FourThought Financial
Florida
$38K – – –
KFI
59
Key Financial Inc
Pennsylvania
$21K – – –
CAC
60
Certified Advisory Corp
Florida
$21K +$21K +800 New
First Manhattan
61
First Manhattan
New York
$20K – – –
HI
62
Harbour Investments
Wisconsin
$13K +$13K +500 New
MA
63
Montag & Associates
Georgia
$8K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$7.84K -$13.1K -500 -63%
AWA
65
Arkadios Wealth Advisors
Georgia
$5K -$2.05K -94 -29%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +200 New
SIS
67
Sound Income Strategies
Florida
$2.61K +$2.61K +100 New
BRWM
68
B. Riley Wealth Management
Tennessee
– -$2.11M -79,124 Closed
MFG
69
Magnus Financial Group
New York
– -$350K -13,152 Closed
LNWWM
70
Laird Norton Wetherby Wealth Management
California
– -$266K -10,000 Closed
LCM
71
Landscape Capital Management
New Jersey
– -$221K -8,307 Closed
AWG
72
Altus Wealth Group
Colorado
– -$80K -3,007 Closed
CL
73
COWA LLC
Oklahoma
– -$56K -2,100 Closed
GWS
74
Glassman Wealth Services
Virginia
– -$22K -834 Closed
FEG
75
Financial Enhancement Group
Indiana
– -$19K -709 Closed
1 2
3
4