LDP icon

Cohen & Steers Duration Preferred & Income Fund
LDP

Overview Fund Activity

68 hedge funds and large institutions have $120M invested in Cohen & Steers Duration Preferred & Income Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$3.03M
2
SFS
2
Shaker Financial Services
Virginia
$1.27M
3
UBS Group
3
UBS Group
Switzerland
$24.2M
4
Jane Street
4
Jane Street
New York
$463K
5
CC
5
Claybrook Capital
Massachusetts
$590K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$4.53M
2
Bank of America
2
Bank of America
North Carolina
$9.99M
3
LSC
3
Logan Stone Capital
Illinois
$0
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
Invesco
5
Invesco
Georgia
$7.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
51
WR Wealth Planners
Missouri
$92.8K +$92.8K +5,200 New
VWM
52
Venturi Wealth Management
Texas
$73K +$73K +4,094 New
HCM
53
Hollencrest Capital Management
California
$64.2K – – –
SWM
54
Spire Wealth Management
Virginia
$52.1K – – –
LC
55
Lindbrook Capital
California
$35.7K – – –
NA
56
NewEdge Advisors
Louisiana
$21.8K +$303 +17 +1%
First Manhattan
57
First Manhattan
New York
$14.3K – – –
PTC
58
Private Trust Company
Ohio
$7.14K – – –
AAS
59
Ameritas Advisory Services
Nebraska
$6.9K +$6.9K +387 New
SS
60
Sunbelt Securities
Texas
$6.53K +$6.53K +375 New
MA
61
Montag & Associates
Georgia
$5.41K – – –
KFI
62
Key Financial Inc
Pennsylvania
$4.39K – – –
JWM
63
Janiczek Wealth Management
Colorado
$3.32K – – –
SIS
64
Sound Income Strategies
Florida
$2.05K +$36 +2 +2%
TRCT
65
Tower Research Capital (TRC)
New York
$2K +$2K +125 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$331 – +23 +0.1%
EWA
67
EverSource Wealth Advisors
Alabama
$125 – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$36 +$18 +1 +100%
LSC
69
Logan Stone Capital
Illinois
– -$1.25M -65,787 Closed
RCM
70
Rivernorth Capital Management
Florida
– -$1.05M -54,989 Closed
LCM
71
Landscape Capital Management
New Jersey
– -$514K -27,012 Closed
MCC
72
Money Concepts Capital
Florida
– -$484K -25,452 Closed
PFA
73
Pettinga Financial Advisors
Indiana
– -$290K -15,241 Closed
KPWS
74
Kestra Private Wealth Services
Texas
– -$290K -15,222 Closed
WAM
75
Weiss Asset Management
Massachusetts
– -$248K -13,039 Closed
1 2
3
4