We are live on ! Find out more
LDP icon

Cohen & Steers Duration Preferred & Income Fund

74 hedge funds and large institutions have $138M invested in Cohen & Steers Duration Preferred & Income Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1.79% more ownership

Funds ownership: 22.07%23.86% (+1.8%)

0% more funds holding

Funds holding: 7474 (0)

5% less capital invested

Capital invested by funds: $146M → $138M (-$7.72M)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
51
Venture Visionary Partners
Ohio
$139K +$146K +7,000 New
S
52
SignatureFD
Georgia
$112K +$752 +36 +0.6%
SA
53
SRH Advisors
Kansas
$104K
WAM
54
Worth Asset Management
Texas
$67K
SWM
55
Spire Wealth Management
Virginia
$58K
SWM
56
SeaCrest Wealth Management
New York
$53K +$56.3K +2,695 New
LC
57
Lindbrook Capital
California
$40K
WT
58
Whittier Trust
California
$31K
CA
59
CoreCap Advisors
Michigan
$30K +$31.3K +1,500 New
APA
60
American Portfolios Advisors
New York
$25.9K +$292 +14 +1%
MCM
61
MV Capital Management
Maryland
$16K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$16K +$84 +4 +0.5%
First Manhattan
63
First Manhattan
New York
$15K
IA
64
IFP Advisors
Florida
$10K
US Bancorp
65
US Bancorp
Minnesota
$8K
Citigroup
66
Citigroup
New York
$8K +$230 +11 +3%
PTC
67
Private Trust Company
Ohio
$8K +$8.35K +400 New
MA
68
Montag & Associates
Georgia
$6K
EIP
69
Ellis Investment Partners
Pennsylvania
$6K +$146 +7 +2%
KFI
70
Key Financial Inc
Pennsylvania
$5K
JWM
71
Janiczek Wealth Management
Colorado
$4K
AF
72
Allworth Financial
California
$2K
SIS
73
Sound Income Strategies
Florida
$2K +$42 +2 +2%
JP Morgan Chase
74
JP Morgan Chase
New York
-$680K -29,650 Closed
Cerity Partners
75
Cerity Partners
New York
-$624K -27,210 Closed

LDP Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q2 2022, worth a combined $138M — down 5.3% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LDP positions and 11 closed out — a net gain of 2 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Baldwin Wealth Partners, cutting an estimated $4.66M.

  • 74 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $138M of Cohen & Steers Duration Preferred & Income Fund stock for Q2 2022, down 5.3% quarter-over-quarter.
  • 13 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q2 2022 and 11 closed out, a net change of +2 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $2.71M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q2 2022 was Baldwin Wealth Partners, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2022.