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Cohen & Steers Duration Preferred & Income Fund
LDP

79 hedge funds and large institutions have $164M invested in Cohen & Steers Duration Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

185% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 13

11% more funds holding

Funds holding: 71 → 79 (+8)

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.59M)

1.46% more ownership

Funds ownership: 26.35% → 27.8% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
37
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.29M
2
RC
Rareview Capital
Nevada
+$1.22M
3
Invesco
Invesco
Georgia
+$895K
4
NW
NewEdge Wealth
Pennsylvania
+$857K
5
CIA
Capital Investment Advisors
Georgia
+$518K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$750K
2
LA
LexAurum Advisors
Kansas
-$515K
3
HF
HRT Financial
New York
-$234K
4
RAM
Readystate Asset Management
Illinois
-$165K
5
BWP
Baldwin Wealth Partners
Massachusetts
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.6M +$3.29M +159,539 +9%
UBS Group
2
UBS Group
Switzerland
$29.2M +$84.5K +4,099 +0.3%
Invesco
3
Invesco
Georgia
$8.93M +$895K +43,415 +11%
CPIG
4
Chicago Partners Investment Group
Illinois
$8.48M +$127K +6,155 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$8.44M +$288K +13,954 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.57M +$2.21K +107 +0%
Bank of America
7
Bank of America
North Carolina
$4.49M -$42.1K -2,043 -0.9%
NW
8
NewEdge Wealth
Pennsylvania
$3.96M +$857K +41,601 +27%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$3.79M -$13.6K -660 -0.4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.64M +$319K +15,493 +9%
GIP
11
Greatmark Investment Partners
Georgia
$3.52M +$25.8K +1,250 +0.7%
SF
12
Synovus Financial
Georgia
$3.39M +$46.7K +2,265 +1%
GCM
13
Glaxis Capital Management
Florida
$3.05M +$206K +10,000 +7%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.88M +$19K +921 +0.7%
LPL Financial
15
LPL Financial
California
$2.59M +$55.4K +2,689 +2%
SFS
16
Shaker Financial Services
Virginia
$1.9M +$463K +22,477 +32%
CIA
17
Capital Investment Advisors
Georgia
$1.85M +$518K +25,161 +38%
BWP
18
Baldwin Wealth Partners
Massachusetts
$1.67M -$137K -6,628 -7%
Wells Fargo
19
Wells Fargo
California
$1.64M +$403K +19,553 +32%
OC
20
Oppenheimer & Co
New York
$1.58M +$134K +6,504 +9%
OIM
21
Oder Investment Management
California
$1.47M +$130K +6,318 +10%
Cerity Partners
22
Cerity Partners
New York
$1.41M – – –
SA
23
Sanctuary Advisors
Indiana
$1.33M +$77.7K +3,769 +6%
Comerica Bank
24
Comerica Bank
Texas
$1.3M +$6K +291 +0.5%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.28M – – –
1
2 3 4

LDP Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Duration Preferred & Income Fund (LDP) for Q1 2025, worth a combined $164M — up 6.2% from $155M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LDP positions and 4 closed out — a net gain of 10 holders — while 37 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.29M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $750K sold.

  • 79 institutional investors held Cohen & Steers Duration Preferred & Income Fund (LDP) as of Q1 2025, up from 71 in Q4 2024.
  • Funds reported $164M of Cohen & Steers Duration Preferred & Income Fund stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Duration Preferred & Income Fund positions in Q1 2025 and 4 closed out, a net change of +10 holders.
  • The largest Cohen & Steers Duration Preferred & Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $3.29M added.
  • The largest Cohen & Steers Duration Preferred & Income Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $750K sold.

Based on aggregated 13F filings for Q1 2025.