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Cohen & Steers Duration Preferred & Income Fund
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Overview Fund Activity

63 hedge funds and large institutions have $146M invested in Cohen & Steers Duration Preferred & Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-12
Holders Change %
-16%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
24
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
Atria Investments
North Carolina
$6.31M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.75M
3
CL
Choreo LLC
Illinois
$602K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.76M
5
UBS Group
UBS Group
Switzerland
$29.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$35.9M
2
Bank of America
Bank of America
North Carolina
$6.03M
3
MWM
Maltin Wealth Management
New Jersey
$0
4
AA
AQR Arbitrage
Connecticut
$1.79M
5
PFA
Pettinga Financial Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
CoreCap Advisors
Michigan
$35.1K +$35.1K +1,750 New
MLA
52
MB, Levis & Associates
Pennsylvania
$32.1K +$422 +21 +1%
NA
53
NewEdge Advisors
Louisiana
$25.3K +$60 +3 +0.2%
S
54
Sachetta
Massachusetts
$22.1K – – –
AF
55
Allworth Financial
California
$21.9K +$583 +29 +3%
MA
56
Montag & Associates
Georgia
$16.1K – – –
First Manhattan
57
First Manhattan
New York
$16.1K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$10K – – –
HCM
59
Highlander Capital Management
New Jersey
$10K – – –
PTC
60
Private Trust Company
Ohio
$8.03K – – –
SS
61
Sunbelt Securities
Texas
$7.53K – – –
KFI
62
Key Financial Inc
Pennsylvania
$4.94K – – –
SIS
63
Sound Income Strategies
Florida
$2.52K +$80 +4 +3%
MWM
64
Maltin Wealth Management
New Jersey
– -$1.37M -74,508 Closed
PFA
65
Pettinga Financial Advisors
Indiana
– -$927K -50,300 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$432K -23,448 Closed
MFG
67
Merit Financial Group
Georgia
– -$298K -16,179 Closed
MA
68
Mutual Advisors
Nebraska
– -$296K -16,058 Closed
GSC
69
Grey Street Capital
Illinois
– -$277K -15,025 Closed
Jane Street
70
Jane Street
New York
– -$268K -14,562 Closed
Nomura Holdings
71
Nomura Holdings
Japan
– -$253K -13,725 Closed
BI
72
Bramshill Investments
Florida
– -$126K -6,823 Closed
SA
73
SRH Advisors
Kansas
– -$96.8K -5,250 Closed
WAM
74
Wolverine Asset Management
Illinois
– -$35.6K -1,934 Closed
SPIA
75
Steward Partners Investment Advisory
New York
– -$27.6K -1,500 Closed
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