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Cohen & Steers Duration Preferred & Income Fund

79 hedge funds and large institutions have $164M invested in Cohen & Steers Duration Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

185% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 13

11% more funds holding

Funds holding: 7179 (+8)

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.59M)

1.46% more ownership

Funds ownership: 26.35%27.8% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
37
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Magnus Financial Group
New York
$240K -$61.8K -3,000 -20%
LCM
52
Landscape Capital Management
New Jersey
$236K +$239K +11,581 New
Creative Planning
53
Creative Planning
Kansas
$233K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$228K
PFA
55
Pettinga Financial Advisors
Indiana
$211K +$214K +10,383 New
GBA
56
Garrison Bradford & Associates
New York
$143K +$144K +7,000 New
SWM
57
Spire Wealth Management
Virginia
$59.4K
EC
58
Elequin Capital
New York
$44.6K +$27.8K +1,351 +160%
CA
59
CoreCap Advisors
Michigan
$35.6K -$14.4K -700 -29%
VWM
60
Vermillion Wealth Management
Minnesota
$35.1K -$433 -21 -1%
MLA
61
MB, Levis & Associates
Pennsylvania
$34.7K +$206 +10 +0.6%
NA
62
NewEdge Advisors
Louisiana
$25.8K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$24.4K +$24.7K +1,200 New
AF
64
Allworth Financial
California
$23K +$453 +22 +2%
GWM
65
Geneos Wealth Management
Colorado
$21.6K +$21.8K +1,059 New
DF
66
Dunhill Financial
United Kingdom
$20.4K -$20.6K -1,000 -50%
NC
67
NewSquare Capital
Pennsylvania
$20.4K +$20.6K +1,000 New
MWA
68
Medallion Wealth Advisors
Connecticut
$19.9K
SS
69
Sunbelt Securities
Texas
$17.3K
US Bancorp
70
US Bancorp
Minnesota
$16.7K +$16.9K +822 New
MA
71
Montag & Associates
Georgia
$16.4K
SIS
72
Sound Income Strategies
Florida
$15.9K +$13.4K +648 +487%
SPIA
73
Steward Partners Investment Advisory
New York
$15.3K +$15.5K +750 New
GWS
74
Greykasell Wealth Strategies
California
$12.7K +$12.9K +625 New
IA
75
IFP Advisors
Florida
$10.2K -$11K -533 -52%

LDP Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q1 2025, worth a combined $164M — up 6.2% from $155M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LDP positions and 4 closed out — a net gain of 10 holders — while 37 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.29M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $750K sold.

  • 79 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q1 2025, up from 71 in Q4 2024.
  • Funds reported $164M of Cohen & Steers Duration Preferred & Income Fund stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q1 2025 and 4 closed out, a net change of +10 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $3.29M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $750K sold.

Based on aggregated 13F filings for Q1 2025.