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Cohen & Steers Duration Preferred & Income Fund

30 hedge funds and large institutions have $98.8M invested in Cohen & Steers Duration Preferred & Income Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

8% more capital invested

Capital invested by funds: $91.4M → $98.8M (+$7.47M)

2.01% more ownership

Funds ownership: 11.26%13.27% (+2%)

3% less funds holding

Funds holding: 3130 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.5M +$2.96M +118,754 +18%
Invesco
2
Invesco
Georgia
$17.5M +$80.4K +3,229 +0.5%
U
3
UBS
Switzerland
$14.7M +$4.86M +195,296 +49%
Bessemer Group
4
Bessemer Group
New Jersey
$7.45M +$7.51M +301,858 New
Bank of America
5
Bank of America
North Carolina
$7.39M -$172K -6,914 -2%
Barclays
6
Barclays
United Kingdom
$6.89M -$517K -20,750 -7%
BWP
7
Baldwin Wealth Partners
Massachusetts
$5.16M +$526K +21,147 +11%
BTS
8
BB&T Securities
Virginia
$5.12M -$443K -17,791 -46%
Wells Fargo
9
Wells Fargo
California
$4.55M +$884K +35,522 +24%
FFA
10
First Foundation Advisors
California
$2.61M +$1.78M +71,472 +208%
IMS
11
Index Management Solutions
Pennsylvania
$2.12M +$334K +13,425 +19%
GC
12
Guggenheim Capital
Illinois
$1.26M +$393K +15,786 +45%
AQR Capital Management
13
AQR Capital Management
Connecticut
$697K -$203K -8,142 -22%
PPA
14
Parametric Portfolio Associates
Washington
$665K -$617K -24,780 -48%
Deutsche Bank
15
Deutsche Bank
Germany
$644K +$1.59K +64 +0.2%
WA
16
Winfield Associates
Ohio
$485K -$57.3K -2,300 -10%
B
17
Baird
Wisconsin
$475K +$2.66K +107 +0.6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$461K +$70.2K +2,820 +18%
HCA
19
Harbour Capital Advisors
Virginia
$312K
Citigroup
20
Citigroup
New York
$306K -$274 -11 -0.1%
GBA
21
Garrison Bradford & Associates
New York
$242K
TRCT
22
Tower Research Capital (TRC)
New York
$99K +$99.6K +4,002 New
First Manhattan
23
First Manhattan
New York
$69K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$47K -$10.9K -437 -19%
GGPS
25
Gary Goldberg Planning Services
New York
$36K +$36.5K +1,465 New

LDP Hedge Fund Activity: Q3 2014 in Review

30 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q3 2014, worth a combined $98.8M — up 8.2% from $91.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LDP and 6 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 12 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $7.51M. The largest seller was Eos Management LP, exiting entirely with an estimated $1.32M sold.

  • 30 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q3 2014, down from 31 in Q2 2014.
  • Funds reported $98.8M of Cohen & Steers Duration Preferred & Income Fund stock for Q3 2014, up 8.2% quarter-over-quarter.
  • 6 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q3 2014 and 7 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q3 2014 was Bessemer Group, an estimated $7.51M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q3 2014 was Eos Management LP, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2014.