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Cohen & Steers Duration Preferred & Income Fund
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Overview Fund Activity

72 hedge funds and large institutions have $123M invested in Cohen & Steers Duration Preferred & Income Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$3.57M
2
WWM
2
Western Wealth Management
Colorado
$1.31M
3
SFS
3
Shaker Financial Services
Virginia
$810K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$312K
5
FAIM
5
Financial Advocates Investment Management
Washington
$236K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.81M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.8M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$23.5M
5
RCM
5
Rivernorth Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$23.5M 1,300,801 -75,262 -5%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M 1,148,935 -83,537 -7%
BI
3
Bramshill Investments
Florida
$14.1M 780,377 -35,051 -4%
Bank of America
4
Bank of America
North Carolina
$10.4M 572,887 -36,751 -6%
CPIG
5
Chicago Partners Investment Group
Illinois
$9.58M 507,048 -4,492 -0.9%
Invesco
6
Invesco
Georgia
$6.98M 385,579 +6,274 +2%
PCM
7
Penserra Capital Management
California
$3.57M 197,509 +197,509 New
LA
8
LexAurum Advisors
Kansas
$2.56M 141,150 +3,848 +3%
GIP
9
Greatmark Investment Partners
Georgia
$1.93M 106,450 +9,950 +10%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.81M 99,906 -90,095 -47%
BWP
11
Baldwin Wealth Partners
Massachusetts
$1.75M 96,402 – –
MWM
12
Maltin Wealth Management
New Jersey
$1.58M 87,223 -27,593 -24%
CHA
13
Carmichael Hill & Associates
Maryland
$1.55M 85,617 +4,385 +5%
AU
14
Algebris (UK)
United Kingdom
$1.54M 85,751 +4,339 +5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.41M 77,616 +3,247 +4%
WWM
16
Western Wealth Management
Colorado
$1.31M 72,383 +72,383 New
CCM
17
Covington Capital Management
California
$1.23M 68,000 – –
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$1.14M 62,681 -144 -0.2%
LPL Financial
19
LPL Financial
California
$1.11M 61,038 -2,789 -4%
YWP
20
YorkBridge Wealth Partners
New York
$979K 54,062 -2,124 -4%
SF
21
Synovus Financial
Georgia
$880K 48,718 +175 +0.4%
Wells Fargo
22
Wells Fargo
California
$850K 46,937 -4,355 -8%
SFS
23
Shaker Financial Services
Virginia
$810K 44,738 +28,474 +175%
LCM
24
Landscape Capital Management
New Jersey
$794K 43,864 -1,516 -3%
RJA
25
Raymond James & Associates
Florida
$726K 40,123 -1,048 -3%
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