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Cohen & Steers Select Preferred & Income Fund

46 hedge funds and large institutions have $51.2M invested in Cohen & Steers Select Preferred & Income Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

15% more funds holding

Funds holding: 4046 (+6)

11% more capital invested

Capital invested by funds: $46M → $51.2M (+$5.23M)

0.79% more ownership

Funds ownership: 14.44%15.23% (+0.79%)

Holders
46
Holders Change
+6
Holders Change %
+15%
% 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
16
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$264K -$102K -3,837 -29%
MML Investors Services
27
MML Investors Services
Massachusetts
$259K
ARMC
28
American Research & Management Company
Massachusetts
$246K +$232K +8,765 New
SCP
29
Shorepoint Capital Partners
Massachusetts
$242K
FMN
30
Financial Management Network
California
$241K +$238K +9,000 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$240K -$41.9K -1,584 -16%
KOMWMG
32
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$208K +$196K +7,400 New
Citigroup
33
Citigroup
New York
$170K +$154K +5,836 +2,918%
GWM
34
Geneos Wealth Management
Colorado
$113K +$4.9K +185 +5%
NFSG
35
Newbridge Financial Services Group
Florida
$52K +$3.57K +135 +8%
NFG
36
Next Financial Group
Texas
$32K +$132 +5 +0.4%
VNA
37
Valley National Advisers
Pennsylvania
$31K
BBHC
38
Brown Brothers Harriman & Co
New York
$28K
SFS
39
Sowell Financial Services
Arkansas
$20K +$18.9K +715 New
SPIA
40
Steward Partners Investment Advisory
New York
$14K +$10.6K +400 +400%
ASN
41
Advisory Services Network
Georgia
$10K
FWM
42
Focused Wealth Management
New York
$7K +$132 +5 +2%
AA
43
Addison Advisors
Vermont
$6K +$5.93K +224 New
IAIM
44
International Assets Investment Management
Florida
$3K +$2.65K +100 New
AWA
45
Arkadios Wealth Advisors
Georgia
$3K +$2.99K +113 New
AAS
46
Avantax Advisory Services
Texas
-$379K -14,227 Closed
MMA
47
Miracle Mile Advisors
California
-$255K -9,600 Closed
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
-$195K -7,350 Closed
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
-$26.5K -1,000 Closed
WCG
50
Weaver Consulting Group
California
-$16K -600 Closed

PSF Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q4 2020, worth a combined $51.2M — up 11% from $46M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PSF positions and 6 closed out — a net gain of 6 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $1.32M. The largest seller was Ameriprise, cutting an estimated $2.13M.

  • 46 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q4 2020, up from 40 in Q3 2020.
  • Funds reported $51.2M of Cohen & Steers Select Preferred & Income Fund stock for Q4 2020, up 11% quarter-over-quarter.
  • 12 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q4 2020 and 6 closed out, a net change of +6 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q4 2020 was Cerity Partners, an estimated $1.32M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q4 2020 was Ameriprise, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2020.