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Cohen & Steers Duration Preferred & Income Fund

31 hedge funds and large institutions have $91.4M invested in Cohen & Steers Duration Preferred & Income Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

18% more capital invested

Capital invested by funds: $77.3M → $91.4M (+$14.1M)

1.42% more ownership

Funds ownership: 9.84%11.26% (+1.4%)

9% less funds holding

Funds holding: 3431 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$18M +$3.54M +143,630 +25%
Morgan Stanley
2
Morgan Stanley
New York
$17.1M +$4.82M +195,679 +41%
U
3
UBS
Switzerland
$10.2M +$6.66M +270,492 +210%
BTS
4
BB&T Securities
Virginia
$9.81M -$201K -8,150 -17%
Bank of America
5
Bank of America
North Carolina
$7.8M +$1.01M +40,939 +15%
Barclays
6
Barclays
United Kingdom
$7.71M +$249K +10,111 +3%
BWP
7
Baldwin Wealth Partners
Massachusetts
$4.78M +$63.9K +2,595 +1%
Wells Fargo
8
Wells Fargo
California
$3.79M +$170K +6,918 +5%
IMS
9
Index Management Solutions
Pennsylvania
$1.84M +$871K +35,362 +96%
PPA
10
Parametric Portfolio Associates
Washington
$1.32M +$108K +4,392 +9%
EML
11
Eos Management LP
New York
$1.32M +$1.27M +51,705 New
SFS
12
Shaker Financial Services
Virginia
$965K -$1.12M -45,338 -54%
AQR Capital Management
13
AQR Capital Management
Connecticut
$927K +$53.1K +2,157 +6%
GC
14
Guggenheim Capital
Illinois
$899K +$73.9K +3,001 +9%
FFA
15
First Foundation Advisors
California
$876K +$275K +11,168 +48%
Deutsche Bank
16
Deutsche Bank
Germany
$663K -$170K -6,886 -21%
WA
17
Winfield Associates
Ohio
$558K
B
18
Baird
Wisconsin
$488K +$19.1K +776 +4%
ACI
19
Alpha Cubed Investments
California
$476K +$219K +8,885 +90%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$403K +$167K +6,782 +75%
HCA
21
Harbour Capital Advisors
Virginia
$322K -$182K -7,403 -37%
Citigroup
22
Citigroup
New York
$316K -$277K -11,262 -48%
Jane Street
23
Jane Street
New York
$296K +$286K +11,608 New
GBA
24
Garrison Bradford & Associates
New York
$250K
First Manhattan
25
First Manhattan
New York
$71K

LDP Hedge Fund Activity: Q2 2014 in Review

31 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q2 2014, worth a combined $91.4M — up 18% from $77.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LDP and 4 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 15 added.

The largest buyer was UBS, adding an estimated $6.66M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.59M sold.

  • 31 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q2 2014, down from 34 in Q1 2014.
  • Funds reported $91.4M of Cohen & Steers Duration Preferred & Income Fund stock for Q2 2014, up 18% quarter-over-quarter.
  • 4 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q2 2014 and 7 closed out, a net change of -3 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q2 2014 was UBS, an estimated $6.66M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q2 2014 was Rivernorth Capital Management, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2014.