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Cohen & Steers Duration Preferred & Income Fund

71 hedge funds and large institutions have $155M invested in Cohen & Steers Duration Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

8% more funds holding

Funds holding: 6671 (+5)

0.65% more ownership

Funds ownership: 25.7%26.35% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $162M → $155M (-$7.38M)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
34
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$226K +$738 +35 +0.3%
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$202K
VWM
53
Venturi Wealth Management
Texas
$88.4K +$5.91K +280 +7%
WAM
54
Wolverine Asset Management
Illinois
$85.9K +$89.7K +4,252 New
WWP
55
WR Wealth Planners
Missouri
$80.8K
SWM
56
Spire Wealth Management
Virginia
$59K
CA
57
CoreCap Advisors
Michigan
$49.5K
DF
58
Dunhill Financial
United Kingdom
$40.4K +$21.1K +1,000 +100%
VWM
59
Vermillion Wealth Management
Minnesota
$35.2K +$36.8K +1,743 New
MLA
60
MB, Levis & Associates
Pennsylvania
$34.3K +$675 +32 +2%
NA
61
NewEdge Advisors
Louisiana
$25.6K +$21 +1 +0.1%
AF
62
Allworth Financial
California
$23.7K +$443 +21 +2%
IA
63
IFP Advisors
Florida
$20.9K +$11.2K +533 +107%
MWA
64
Medallion Wealth Advisors
Connecticut
$19.7K +$20.6K +975 New
SS
65
Sunbelt Securities
Texas
$17.1K +$10K +474 +126%
EC
66
Elequin Capital
New York
$17K +$17.8K +842 New
MA
67
Montag & Associates
Georgia
$16.2K
PTC
68
Private Trust Company
Ohio
$8.08K
CFB
69
Cullen/Frost Bankers
Texas
$4.57K +$4.77K +226 New
SIS
70
Sound Income Strategies
Florida
$2.69K +$63 +3 +2%
WA
71
WPG Advisers
Maryland
$2.1K +$2.19K +104 New
LCM
72
Landscape Capital Management
New Jersey
-$684K -31,442 Closed
Walleye Capital
73
Walleye Capital
New York
-$480K -22,071 Closed
S
74
Sachetta
Massachusetts
-$26.1K -1,200 Closed
PIS
75
POM Investment Strategies
North Carolina
-$6.53K -300 Closed

LDP Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q4 2024, worth a combined $155M — down 4.5% from $162M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LDP positions and 5 closed out — a net gain of 8 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $1.71M. The largest seller was Invesco, cutting an estimated $1.26M.

  • 71 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $155M of Cohen & Steers Duration Preferred & Income Fund stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 13 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q4 2024 and 5 closed out, a net change of +8 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q4 2024 was UBS Group, an estimated $1.71M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q4 2024 was Invesco, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2024.