We are live on ! Find out more
PSF icon

Cohen & Steers Select Preferred & Income Fund

40 hedge funds and large institutions have $46M invested in Cohen & Steers Select Preferred & Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

55% more capital invested

Capital invested by funds: $29.7M → $46M (+$16.3M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

21% more funds holding

Funds holding: 3340 (+7)

4.41% more ownership

Funds ownership: 10.04%14.44% (+4.4%)

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
26
Shorepoint Capital Partners
Massachusetts
$228K
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$195K +$193K +7,350 New
GWM
28
Geneos Wealth Management
Colorado
$104K
NFSG
29
Newbridge Financial Services Group
Florida
$45K +$44.5K +1,699 New
NFG
30
Next Financial Group
Texas
$30K +$29.6K +1,131 New
VNA
31
Valley National Advisers
Pennsylvania
$29K
BBHC
32
Brown Brothers Harriman & Co
New York
$27K
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$27K
WCG
34
Weaver Consulting Group
California
$16K
APWA
35
Atlas Private Wealth Advisors
New Jersey
$13K
ASN
36
Advisory Services Network
Georgia
$10K +$9.59K +366 New
FWM
37
Focused Wealth Management
New York
$7K
Citigroup
38
Citigroup
New York
$5K -$26.2K -1,000 -83%
SPIA
39
Steward Partners Investment Advisory
New York
$3K +$2.62K +100 New
Barclays
40
Barclays
United Kingdom
$2K +$2.46K +94 New
UCFA
41
United Capital Financial Advisors
Texas
-$241K -9,778 Closed
ARMC
42
American Research & Management Company
Massachusetts
-$216K -8,765 Closed
VFA
43
Valeo Financial Advisors
Indiana
-$46K -1,884 Closed
CAN
44
Cetera Advisor Networks
California
-$22K -900 Closed
SCA
45
Stonebridge Capital Advisors
Minnesota
-$7K -300 Closed

PSF Hedge Fund Activity: Q3 2020 in Review

40 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q3 2020, worth a combined $46M — up 55% from $29.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PSF positions and 5 closed out — a net gain of 7 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.47M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $241K sold.

  • 40 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q3 2020, up from 33 in Q2 2020.
  • Funds reported $46M of Cohen & Steers Select Preferred & Income Fund stock for Q3 2020, up 55% quarter-over-quarter.
  • 12 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q3 2020 and 5 closed out, a net change of +7 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q3 2020 was Ameriprise, an estimated $6.47M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q3 2020 was United Capital Financial Advisors, an estimated $241K sold.

Based on aggregated 13F filings for Q3 2020.