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Cohen & Steers Select Preferred & Income Fund
PSF

Overview Fund Activity

46 hedge funds and large institutions have $41.9M invested in Cohen & Steers Select Preferred & Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$778K
2
UBS Group
UBS Group
Switzerland
$5.41M
3
DWP
Daymark Wealth Partners
Ohio
$394K
4
LCM
Landscape Capital Management
New Jersey
$377K
5
BWP
Baldwin Wealth Partners
Massachusetts
$2.62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$11.5M
2
PFA
Pettinga Financial Advisors
Indiana
$0
3
GP
Gridiron Partners
Pennsylvania
$813K
4
Osaic Holdings
Osaic Holdings
Arizona
$668K
5
Invesco
Invesco
Georgia
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
26
Alpha Cubed Investments
California
$246K – – –
WCM
27
WealthBridge Capital Management
Ohio
$241K +$241K +12,060 New
Cerity Partners
28
Cerity Partners
New York
$239K +$4.6K +230 +2%
NW
29
NewEdge Wealth
Pennsylvania
$230K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$225K -$64.8K -3,238 -22%
IWC
31
Integrated Wealth Concepts
Massachusetts
$223K -$3.54K -177 -2%
NA
32
NewEdge Advisors
Louisiana
$216K +$216K +10,816 New
HCP
33
Hexagon Capital Partners
Arkansas
$120K – – –
CA
34
CoreCap Advisors
Michigan
$103K +$103K +5,132 New
Wells Fargo
35
Wells Fargo
California
$94.5K -$1.18K -59 -1%
Comerica Bank
36
Comerica Bank
Texas
$67.7K +$540 +27 +0.8%
US Bancorp
37
US Bancorp
Minnesota
$61.7K – – –
GJWM
38
Gilliland Jeter Wealth Management
Arkansas
$41K +$41K +2,049 New
CFB
39
Cullen/Frost Bankers
Texas
$40K – – –
HNB
40
Huntington National Bank
Ohio
$40K -$37.8K – –
GWSG
41
GPS Wealth Strategies Group
Colorado
$40K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$20K – – –
BC
43
Barrett & Company
Rhode Island
$13K – – –
HNB
44
Hilltop National Bank
Wyoming
$12K +$12K +600 New
GWM
45
Geneos Wealth Management
Colorado
$4.64K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$1.22K +$1.22K +61 New
FCA
47
FinTrust Capital Advisors
South Carolina
$540 – – –
PFA
48
Pettinga Financial Advisors
Indiana
– -$673K -35,591 Closed
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
– -$28K -1,480 Closed
ASN
50
Advisory Services Network
Georgia
– -$6.92K -366 Closed
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