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Cohen & Steers Select Preferred & Income Fund

48 hedge funds and large institutions have $54M invested in Cohen & Steers Select Preferred & Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

9% more capital invested

Capital invested by funds: $49.5M → $54M (+$4.53M)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.2% less ownership

Funds ownership: 14.86%14.66% (-0.2%)

Holders
48
Holders Change
Holders Change %
0%
% 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
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMN
26
Financial Management Network
California
$321K +$443 +15 +0.1%
APP
27
Avantax Planning Partners
Iowa
$288K
ARMC
28
American Research & Management Company
Massachusetts
$223K
Goldman Sachs
29
Goldman Sachs
New York
$215K +$207K +7,020 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$209K +$202K +6,832 New
NFSG
31
Newbridge Financial Services Group
Florida
$171K +$77.4K +2,619 +89%
GWM
32
Geneos Wealth Management
Colorado
$133K +$6.5K +220 +5%
HI
33
Harbour Investments
Wisconsin
$129K +$29.3K +991 +31%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$119K
GWSG
35
GPS Wealth Strategies Group
Colorado
$61K
APA
36
American Portfolios Advisors
New York
$48K +$46.3K +1,567 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$38K +$562 +19 +2%
VNA
38
Valley National Advisers
Pennsylvania
$33K
AA
39
Addison Advisors
Vermont
$22K +$21.3K +721 New
SCA
40
Stonebridge Capital Advisors
Minnesota
$17K +$8.87K +300 +100%
SPIA
41
Steward Partners Investment Advisory
New York
$15K -$127K -4,300 -90%
AWA
42
Arkadios Wealth Advisors
Georgia
$12K +$9.96K +337 +421%
ASN
43
Advisory Services Network
Georgia
$11K +$10.8K +366 New
NFG
44
Next Financial Group
Texas
$8K -$148 -5 -2%
FWM
45
Focused Wealth Management
New York
$8K +$118 +4 +2%
Citigroup
46
Citigroup
New York
$6K
GG
47
Golden Green
South Carolina
-$845K -30,494 Closed
MAFM
48
Mid Atlantic Financial Management
Pennsylvania
-$369K -13,320 Closed
KOMWMG
49
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$209K -7,530 Closed
SFS
50
Sowell Financial Services
Arkansas
-$53K -1,747 Closed

PSF Hedge Fund Activity: Q2 2021 in Review

48 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q2 2021, worth a combined $54M — up 9.2% from $49.5M a quarter earlier.

Fund positioning in PSF was balanced in Q2 2021: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 13 trimmed.

The largest buyer was LexAurum Advisors, opening a new position worth an estimated $696K. The largest seller was Golden Green, exiting entirely with an estimated $845K sold.

  • 48 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $54M of Cohen & Steers Select Preferred & Income Fund stock for Q2 2021, up 9.2% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q2 2021 and 7 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q2 2021 was LexAurum Advisors, an estimated $696K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q2 2021 was Golden Green, an estimated $845K sold.

Based on aggregated 13F filings for Q2 2021.