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Cohen & Steers Duration Preferred & Income Fund
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Overview Fund Activity

63 hedge funds and large institutions have $146M invested in Cohen & Steers Duration Preferred & Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
63
Holders Change
-12
Holders Change %
-16%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
24
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$6.31M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.75M
3
CL
3
Choreo LLC
Illinois
$602K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.76M
5
UBS Group
5
UBS Group
Switzerland
$29.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.9M
2
Bank of America
2
Bank of America
North Carolina
$6.03M
3
MWM
3
Maltin Wealth Management
New Jersey
$0
4
AA
4
AQR Arbitrage
Connecticut
$1.79M
5
PFA
5
Pettinga Financial Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.9M 1,787,539 -1,871,891 -51%
UBS Group
2
UBS Group
Switzerland
$29.6M 1,476,198 +22,468 +2%
CPIG
3
Chicago Partners Investment Group
Illinois
$8.68M 448,777 +3,352 +0.8%
Invesco
4
Invesco
Georgia
$8.48M 422,091 -19,820 -4%
AI
5
Atria Investments
North Carolina
$6.31M 314,040 +314,040 New
Bank of America
6
Bank of America
North Carolina
$6.03M 300,431 -78,007 -21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.75M 186,509 +92,278 +98%
SF
8
Synovus Financial
Georgia
$3.47M 172,763 -12,421 -7%
GIP
9
Greatmark Investment Partners
Georgia
$3.27M 162,775 +19,400 +14%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$3.17M 158,016 +12,004 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.76M 137,387 +29,700 +28%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$2.35M 117,273 +5,160 +5%
LPL Financial
13
LPL Financial
California
$2.18M 108,765 +17,342 +19%
GCM
14
Glaxis Capital Management
Florida
$2.07M 103,000 +10,584 +11%
NW
15
NewEdge Wealth
Pennsylvania
$1.89M 96,545 +1,468 +2%
BWP
16
Baldwin Wealth Partners
Massachusetts
$1.83M 91,332 – –
AA
17
AQR Arbitrage
Connecticut
$1.79M 89,117 -63,806 -42%
GC
18
Guggenheim Capital
Illinois
$1.74M 86,759 -5,021 -5%
LA
19
LexAurum Advisors
Kansas
$1.59M 79,068 -45,490 -37%
Cerity Partners
20
Cerity Partners
New York
$1.43M 71,160 – –
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$1.3M 64,863 +75 +0.1%
SFS
22
Shaker Financial Services
Virginia
$1.26M 62,591 +20,581 +49%
Comerica Bank
23
Comerica Bank
Texas
$1.25M 62,253 -165 -0.3%
OIM
24
Oder Investment Management
California
$1.2M 59,870 +5,196 +10%
BPA
25
Beacon Pointe Advisors
California
$1.16M 57,853 -2,139 -4%
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