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Cohen & Steers Duration Preferred & Income Fund
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Overview Fund Activity

67 hedge funds and large institutions have $155M invested in Cohen & Steers Duration Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
30
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$31.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.64M
3
SFS
3
Shaker Financial Services
Virginia
$1.69M
4
Walleye Capital
4
Walleye Capital
New York
$443K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.07M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.9M
2
AA
2
AQR Arbitrage
Connecticut
$847K
3
Morgan Stanley
3
Morgan Stanley
New York
$35.1M
4
LA
4
LexAurum Advisors
Kansas
$1.19M
5
BPA
5
Beacon Pointe Advisors
California
$951K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.1M 1,763,645 -23,894 -1%
UBS Group
2
UBS Group
Switzerland
$31.9M 1,601,698 +125,500 +9%
CPIG
3
Chicago Partners Investment Group
Illinois
$8.85M 445,910 -2,867 -0.6%
Invesco
4
Invesco
Georgia
$8.62M 433,322 +11,231 +3%
SA
5
Sanctuary Advisors
Indiana
$6.99M 362,187 +362,187 New
AI
6
Atria Investments
North Carolina
$6.12M 307,664 -6,376 -2%
Bank of America
7
Bank of America
North Carolina
$4.9M 246,314 -54,117 -18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.64M 233,361 +46,852 +25%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$3.36M 168,996 +10,980 +7%
GIP
10
Greatmark Investment Partners
Georgia
$3.35M 168,325 +5,550 +3%
SF
11
Synovus Financial
Georgia
$3.25M 163,418 -9,345 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.07M 154,351 +16,964 +12%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.34M 117,642 +369 +0.3%
LPL Financial
14
LPL Financial
California
$2.29M 115,080 +6,315 +6%
GCM
15
Glaxis Capital Management
Florida
$2.25M 113,000 +10,000 +10%
NW
16
NewEdge Wealth
Pennsylvania
$2.19M 110,088 +13,543 +14%
BWP
17
Baldwin Wealth Partners
Massachusetts
$1.78M 89,521 -1,811 -2%
SFS
18
Shaker Financial Services
Virginia
$1.69M 84,927 +22,336 +36%
GC
19
Guggenheim Capital
Illinois
$1.54M 77,140 -9,619 -11%
Cerity Partners
20
Cerity Partners
New York
$1.38M 69,400 -1,760 -2%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$1.29M 64,863 – –
Comerica Bank
22
Comerica Bank
Texas
$1.24M 62,179 -74 -0.1%
OIM
23
Oder Investment Management
California
$1.21M 60,726 +856 +1%
LA
24
LexAurum Advisors
Kansas
$1.19M 59,999 -19,069 -24%
CHA
25
Carmichael Hill & Associates
Maryland
$1.08M 54,458 +135 +0.2%
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