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Cohen & Steers Select Preferred & Income Fund

40 hedge funds and large institutions have $32.4M invested in Cohen & Steers Select Preferred & Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $29.6M → $32.4M (+$2.83M)

1.36% more ownership

Funds ownership: 13.53%14.89% (+1.4%)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$226K +$227K +12,485 New
NW
27
NewEdge Wealth
Pennsylvania
$218K
Comerica Bank
28
Comerica Bank
Texas
$142K +$143K +7,873 New
Wells Fargo
29
Wells Fargo
California
$121K -$17.9K -987 -13%
HCP
30
Hexagon Capital Partners
Arkansas
$109K
Fidelity Investments
31
Fidelity Investments
Massachusetts
$48.3K +$48.5K +2,670 New
CFB
32
Cullen/Frost Bankers
Texas
$36.2K
GWSG
33
GPS Wealth Strategies Group
Colorado
$36.2K
HNB
34
Huntington National Bank
Ohio
$36.2K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$26.8K +$363 +20 +1%
JP Morgan Chase
36
JP Morgan Chase
New York
$16.2K +$16.2K +895 New
PGAM
37
Princeton Global Asset Management
New Jersey
$12.7K
BC
38
Barrett & Company
Rhode Island
$11.8K
FWM
39
Focused Wealth Management
New York
$5.74K +$73 +4 +1%
SCA
40
Stonebridge Capital Advisors
Minnesota
$5.43K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$3.62K
RCM
42
Robinson Capital Management
Michigan
-$392K -21,498 Closed
Cerity Partners
43
Cerity Partners
New York
-$213K -11,730 Closed
AF
44
Advisornet Financial
Minnesota
-$18.2K -1,000 Closed
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
-$10K -549 Closed

PSF Hedge Fund Activity: Q3 2023 in Review

40 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q3 2023, worth a combined $32.4M — up 9.5% from $29.6M a quarter earlier.

Fund positioning in PSF was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.47M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $392K sold.

  • 40 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $32.4M of Cohen & Steers Select Preferred & Income Fund stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 4 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q3 2023 and 4 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $1.47M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q3 2023 was Robinson Capital Management, an estimated $392K sold.

Based on aggregated 13F filings for Q3 2023.