We are live on ! Find out more
LDP icon

Cohen & Steers Duration Preferred & Income Fund

42 hedge funds and large institutions have $93.5M invested in Cohen & Steers Duration Preferred & Income Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

40% more funds holding

Funds holding: 3042 (+12)

0.42% more ownership

Funds ownership: 13.27%13.69% (+0.42%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

5% less capital invested

Capital invested by funds: $98.8M → $93.5M (-$5.37M)

Holders
42
Holders Change
+12
Holders Change %
+40%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
11
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.2M +$5.6M +233,083 +30%
Invesco
2
Invesco
Georgia
$15.2M -$971K -40,411 -6%
Bessemer Group
3
Bessemer Group
New Jersey
$9.11M +$2.4M +100,000 +33%
UBS Group
4
UBS Group
Switzerland
$6.46M +$6.85M +285,305 New
Bank of America
5
Bank of America
North Carolina
$6.18M -$644K -26,815 -9%
Wells Fargo
6
Wells Fargo
California
$5.02M +$895K +37,277 +20%
BWP
7
Baldwin Wealth Partners
Massachusetts
$4.92M +$196K +8,145 +4%
BTS
8
BB&T Securities
Virginia
$4.5M -$21.6K -900 -4%
FFA
9
First Foundation Advisors
California
$2.4M -$4.73K -197 -0.2%
IMS
10
Index Management Solutions
Pennsylvania
$2.32M +$400K +16,669 +19%
NCM
11
Newgate Capital Management
Connecticut
$2.06M +$2.2M +91,700 New
DA
12
Doliver Advisors
Texas
$1.33M +$1.41M +58,849 New
RBC
13
Ronald Blue & Co
Georgia
$1.23M +$1.3M +54,100 New
GC
14
Guggenheim Capital
Illinois
$1.03M -$131K -5,461 -11%
SG Americas Securities
15
SG Americas Securities
New York
$933K +$989K +41,171 New
TC
16
TFS Capital
Pennsylvania
$805K +$853K +35,523 New
PPA
17
Parametric Portfolio Associates
Washington
$622K +$11.7K +487 +2%
SFS
18
Shaker Financial Services
Virginia
$593K +$628K +26,163 New
Deutsche Bank
19
Deutsche Bank
Germany
$547K -$47.6K -1,982 -8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$530K +$113K +4,724 +25%
B
21
Baird
Wisconsin
$438K +$1.61K +67 +0.3%
AQR Capital Management
22
AQR Capital Management
Connecticut
$430K -$222K -9,260 -33%
WA
23
Winfield Associates
Ohio
$418K -$28.8K -1,200 -6%
FAAS
24
First Allied Advisory Services
California
$387K +$405K +16,871 New
MIG
25
Mariner Investment Group
New York
$376K +$399K +16,600 New

LDP Hedge Fund Activity: Q4 2014 in Review

42 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q4 2014, worth a combined $93.5M — down 5.4% from $98.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LDP positions and 3 closed out — a net gain of 14 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.6M. The largest seller was Barclays, exiting entirely with an estimated $6.89M sold.

  • 42 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q4 2014, up from 30 in Q3 2014.
  • Funds reported $93.5M of Cohen & Steers Duration Preferred & Income Fund stock for Q4 2014, down 5.4% quarter-over-quarter.
  • 17 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q4 2014 and 3 closed out, a net change of +14 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q4 2014 was Morgan Stanley, an estimated $5.6M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q4 2014 was Barclays, an estimated $6.89M sold.

Based on aggregated 13F filings for Q4 2014.