Cohen & Steers Duration Preferred & Income Fund
LDP
74 hedge funds and large institutions have $138M invested in Cohen & Steers Duration Preferred & Income Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 11 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
1.79% more ownership
Funds ownership: 22.07% → 23.86% (+1.8%)
0% more funds holding
Funds holding: 74 → 74 (0)
5% less capital invested
Capital invested by funds: $146M → $138M (-$7.72M)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.71M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.55M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$2.4M |
| 4 |
AU
Algebris (UK)
London,
United Kingdom
|
+$1.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.66M |
Top Sellers
| 1 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$4.66M |
| 2 |
JP Morgan Chase
New York
|
-$680K |
| 3 |
Cerity Partners
New York
|
-$624K |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
-$581K |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$296K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARC
76
Advisor Resource Council
Dallas,
Texas
| – | -$296K | -12,931 | Closed |
|
|
PFS
77
Prospera Financial Services
Dallas,
Texas
| – | -$270K | -11,800 | Closed |
|
78
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$214K | -9,336 | Closed |
|
|
IWM
79
IHT Wealth Management
Chicago,
Illinois
| – | -$211K | -9,227 | Closed |
|
|
MCC
80
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$137K | -5,994 | Closed |
|
|
CFB
81
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$112K | -4,868 | Closed |
|
|
CC
82
Commons Capital
Needham,
Massachusetts
| – | -$108K | -4,724 | Closed |
|
|
HA
83
Herold Advisors
New York
| – | -$9.17K | -400 | Closed |
|
|
SPIA
84
Steward Partners Investment Advisory
New York
| – | -$7K | -300 | Closed |
|
|
TCWM
85
Total Clarity Wealth Management
St. Charles,
Illinois
| – | +$63 | +3 | New |
|
LDP Hedge Fund Activity: Q2 2022 in Review
74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q2 2022, worth a combined $138M — down 5.3% from $146M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LDP positions and 11 closed out — a net gain of 2 holders — while 25 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Baldwin Wealth Partners, cutting an estimated $4.66M.
- 74 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $138M of Cohen & Steers Duration Preferred & Income Fund stock for Q2 2022, down 5.3% quarter-over-quarter.
- 13 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q2 2022 and 11 closed out, a net change of +2 holders.
- The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $2.71M added.
- The largest Cohen & Steers Duration Preferred & Income Fund seller in Q2 2022 was Baldwin Wealth Partners, an estimated $4.66M sold.
Based on aggregated 13F filings for Q2 2022.