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Cohen & Steers Select Preferred & Income Fund

45 hedge funds and large institutions have $29.1M invested in Cohen & Steers Select Preferred & Income Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

18% more capital invested

Capital invested by funds: $24.7M → $29.1M (+$4.38M)

5% more funds holding

Funds holding: 4345 (+2)

1.49% more ownership

Funds ownership: 11.43%12.92% (+1.5%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$243K +$246K +12,956 New
Wells Fargo
27
Wells Fargo
California
$234K +$56.4K +2,975 +31%
KPWS
28
Kestra Private Wealth Services
Texas
$228K +$231K +12,194 New
NW
29
NewEdge Wealth
Pennsylvania
$226K +$229K +12,074 New
Cerity Partners
30
Cerity Partners
New York
$220K
MCC
31
Money Concepts Capital
Florida
$179K +$181K +9,546 New
HCP
32
Hexagon Capital Partners
Arkansas
$112K
CA
33
CoreCap Advisors
Michigan
$96.1K +$97.3K +5,132 New
EC
34
Elequin Capital
New York
$73.4K +$74.4K +3,920 New
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$50.5K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$48.2K +$3.95K +208 +9%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$29K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$26.2K +$550 +29 +2%
EE
39
EWG Elevate
California
$23.3K +$23.6K +1,243 New
BC
40
Barrett & Company
Rhode Island
$21.5K
AF
41
Advisornet Financial
Minnesota
$18.7K
ASN
42
Advisory Services Network
Georgia
$16.9K +$17.1K +900 New
PGAM
43
Princeton Global Asset Management
New Jersey
$13K
SCA
44
Stonebridge Capital Advisors
Minnesota
$5.62K
FWM
45
Focused Wealth Management
New York
$5.61K +$133 +7 +2%
LSC
46
Logan Stone Capital
Illinois
-$494K -27,530 Closed
LCM
47
Landscape Capital Management
New Jersey
-$267K -14,842 Closed
PAG
48
Private Advisor Group
New Jersey
-$215K -11,945 Closed
FMN
49
Financial Management Network
California
-$196K -10,615 Closed
DC
50
Davenport & Co
Virginia
-$188K -10,450 Closed

PSF Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q4 2022, worth a combined $29.1M — up 18% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PSF positions and 8 closed out — a net gain of 5 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.32M. The largest seller was UBS Group, cutting an estimated $3.4M.

  • 45 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q4 2022, up from 43 in Q3 2022.
  • Funds reported $29.1M of Cohen & Steers Select Preferred & Income Fund stock for Q4 2022, up 18% quarter-over-quarter.
  • 13 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q4 2022 and 8 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $3.32M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q4 2022 was UBS Group, an estimated $3.4M sold.

Based on aggregated 13F filings for Q4 2022.