Cohen & Steers Duration Preferred & Income Fund
LDP
47 hedge funds and large institutions have $138M invested in Cohen & Steers Duration Preferred & Income Fund in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
65% more capital inflows, than outflows
Capital inflows: $10.8M | Capital outflows: $6.54M
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
24% more funds holding
Funds holding: 38 → 47 (+9)
0.41% more ownership
Funds ownership: 18.61% → 19.02% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.39M |
| 2 |
RP
Raiff Partners
New York
|
+$3.01M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
+$830K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$502K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.79M |
| 2 |
Ronald Blue & Co
Roswell,
Georgia
|
-$1.14M |
| 3 |
Morgan Stanley
New York
|
-$919K |
| 4 |
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$847K |
| 5 |
First Foundation Advisors
Irvine,
California
|
-$660K |
LDP Hedge Fund Activity: Q3 2016 in Review
47 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q3 2016, worth a combined $138M — up 5.7% from $130M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LDP positions and 3 closed out — a net gain of 10 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was UBS Group, adding an estimated $3.39M. The largest seller was Wells Fargo, cutting an estimated $1.79M.
- 47 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q3 2016, up from 38 in Q2 2016.
- Funds reported $138M of Cohen & Steers Duration Preferred & Income Fund stock for Q3 2016, up 5.7% quarter-over-quarter.
- 13 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q3 2016 and 3 closed out, a net change of +10 holders.
- The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q3 2016 was UBS Group, an estimated $3.39M added.
- The largest Cohen & Steers Duration Preferred & Income Fund seller in Q3 2016 was Wells Fargo, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2016.