LDP icon

Cohen & Steers Duration Preferred & Income Fund

67 hedge funds and large institutions have $119M invested in Cohen & Steers Duration Preferred & Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.3M 1,447,531 +84,444 +6%
UBS Group
2
UBS Group
Switzerland
$25.2M 1,382,178 +24,513 +2%
Bank of America
3
Bank of America
North Carolina
$10.3M 563,879 +3,755 +0.7%
CPIG
4
Chicago Partners Investment Group
Illinois
$9.11M 498,327 -12,131 -2%
Invesco
5
Invesco
Georgia
$7.7M 422,968 +6,116 +1%
PCM
6
Penserra Capital Management
California
$3.95M 216,950 +13,526 +7%
GIP
7
Greatmark Investment Partners
Georgia
$2.43M 133,325 +24,575 +23%
LA
8
LexAurum Advisors
Kansas
$2.42M 133,108 +2,459 +2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.31M 127,078 +3,091 +2%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.23M 122,335 -47,407 -28%
SF
11
Synovus Financial
Georgia
$2.17M 118,966 +11,452 +11%
BWP
12
Baldwin Wealth Partners
Massachusetts
$1.66M 91,332 -4,840 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.66M 91,161 +22,148 +32%
SIA
14
Sit Investment Associates
Minnesota
$1.39M 76,368 +12,195 +19%
LPL Financial
15
LPL Financial
California
$1.31M 72,220 +9,117 +14%
Cerity Partners
16
Cerity Partners
New York
$1.3M 71,160 -465 -0.6%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$1.18M 64,973
SFS
18
Shaker Financial Services
Virginia
$1.12M 61,633 -9,496 -13%
AU
19
Algebris (UK)
United Kingdom
$1.05M 57,665
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.03M 56,766 -2,780 -5%
CHA
21
Carmichael Hill & Associates
Maryland
$983K 54,019 -29,969 -36%
GC
22
Guggenheim Capital
Illinois
$958K 52,648 +3,657 +7%
MWM
23
Maltin Wealth Management
New Jersey
$893K 49,086 -41,908 -46%
BWM
24
BerganKDV Wealth Management
Minnesota
$745K 40,960 -106 -0.3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$724K 39,768 -2,588 -6%