LDP icon

Cohen & Steers Duration Preferred & Income Fund
LDP

Overview Fund Activity

74 hedge funds and large institutions have $143M invested in Cohen & Steers Duration Preferred & Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.01M
3
Bank of America
3
Bank of America
North Carolina
$12.3M
4
Cerity Partners
4
Cerity Partners
New York
$1.36M
5
Invesco
5
Invesco
Georgia
$8.59M

Top Sellers

1
WWM
1
Western Wealth Management
Colorado
$0
2
BI
2
Bramshill Investments
Florida
$14.2M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.33M
4
MIG
4
Mariner Investment Group
New York
$0
5
AU
5
Algebris (UK)
United Kingdom
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$216K +$44K +2,311 +26%
CIA
52
Capital Investment Advisors
Georgia
$211K +$11.4K +600 +6%
Creative Planning
53
Creative Planning
Kansas
$202K – – –
CC
54
Claybrook Capital
Massachusetts
$199K +$199K +10,463 New
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$190K – – –
EC
56
Elequin Capital
New York
$142K +$142K +7,444 New
SA
57
SRH Advisors
Kansas
$100K – – –
HCM
58
Hollencrest Capital Management
California
$68.5K +$68.5K +3,600 New
SWM
59
Spire Wealth Management
Virginia
$56K – – –
LC
60
Lindbrook Capital
California
$38K – – –
CA
61
CoreCap Advisors
Michigan
$33.3K +$33.3K +1,750 New
First Manhattan
62
First Manhattan
New York
$15.2K – – –
WAM
63
Wolverine Asset Management
Illinois
$10.2K +$10.2K +536 New
IA
64
IFP Advisors
Florida
$10K -$200 -5 -2%
PTC
65
Private Trust Company
Ohio
$8K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$7K +$7K +390 New
MA
67
Montag & Associates
Georgia
$5.76K – – –
KFI
68
Key Financial Inc
Pennsylvania
$4.45K – – –
JWM
69
Janiczek Wealth Management
Colorado
$3.82K +$3.82K +189 New
SIS
70
Sound Income Strategies
Florida
$2.14K +$57 +3 +3%
EWA
71
EverSource Wealth Advisors
Alabama
$133 – – –
NA
72
NewEdge Advisors
Louisiana
$23 +$23 +1,206 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$19 -$19 -1 -50%
WWM
74
Western Wealth Management
Colorado
– -$1.31M -72,383 Closed
MIG
75
Mariner Investment Group
New York
– -$401K -22,152 Closed
1 2
3
4