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Cohen & Steers Select Preferred & Income Fund

48 hedge funds and large institutions have $49.5M invested in Cohen & Steers Select Preferred & Income Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

4% more funds holding

Funds holding: 4648 (+2)

0.37% less ownership

Funds ownership: 15.23%14.86% (-0.37%)

3% less capital invested

Capital invested by funds: $51.2M → $49.5M (-$1.75M)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$260K
MML Investors Services
27
MML Investors Services
Massachusetts
$255K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$248K +$11.3K +418 +5%
KOMWMG
29
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$3.53K +130 +2%
ARMC
30
American Research & Management Company
Massachusetts
$201K -$40.7K -1,500 -17%
SPIA
31
Steward Partners Investment Advisory
New York
$133K +$117K +4,300 +860%
GWM
32
Geneos Wealth Management
Colorado
$124K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$107K +$105K +3,871 New
HI
34
Harbour Investments
Wisconsin
$89K +$87.6K +3,228 New
NFSG
35
Newbridge Financial Services Group
Florida
$82K +$30.1K +1,110 +61%
GWSG
36
GPS Wealth Strategies Group
Colorado
$55K +$54.3K +2,000 New
SFS
37
Sowell Financial Services
Arkansas
$53K +$28K +1,032 +144%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$33K +$32.7K +1,207 New
VNA
39
Valley National Advisers
Pennsylvania
$30K
SCA
40
Stonebridge Capital Advisors
Minnesota
$8K +$8.14K +300 New
NFG
41
Next Financial Group
Texas
$7K -$23.9K -882 -78%
FWM
42
Focused Wealth Management
New York
$7K +$109 +4 +2%
Citigroup
43
Citigroup
New York
$6K -$158K -5,836 -97%
IAIM
44
International Assets Investment Management
Florida
$3K
AWA
45
Arkadios Wealth Advisors
Georgia
$2K -$895 -33 -29%
HFS
46
HBC Financial Services
Washington
$54 +$27 +1 New
BBHC
47
Brown Brothers Harriman & Co
New York
$28
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$558K -19,852 Closed
Millennium Management
49
Millennium Management
New York
-$364K -12,961 Closed
SCP
50
Shorepoint Capital Partners
Massachusetts
-$242K -8,600 Closed

PSF Hedge Fund Activity: Q1 2021 in Review

48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q1 2021, worth a combined $49.5M — down 3.4% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSF positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $451K. The largest seller was Kestra Private Wealth Services, cutting an estimated $1.09M.

  • 48 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $49.5M of Cohen & Steers Select Preferred & Income Fund stock for Q1 2021, down 3.4% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q1 2021 was Morgan Stanley, an estimated $451K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q1 2021 was Kestra Private Wealth Services, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2021.