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Cohen & Steers Select Preferred & Income Fund
PSF

46 hedge funds and large institutions have $43.4M invested in Cohen & Steers Select Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

4% more capital invested

Capital invested by funds: $41.9M → $43.4M (+$1.48M)

0.77% more ownership

Funds ownership: 17.45% → 18.23% (+0.77%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2% less funds holding

Funds holding: 47 → 46 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$629K
2
GC
Guggenheim Capital
Illinois
+$412K
3
LCM
Landscape Capital Management
New Jersey
+$406K
4
Invesco
Invesco
Georgia
+$297K
5
BWP
Baldwin Wealth Partners
Massachusetts
+$284K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$239K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$225K
3
CA
Cornerstone Advisory
Maryland
-$35.6K
4
GJWM
Gilliland Jeter Wealth Management
Arkansas
-$33.4K
5
SFS
Shaker Financial Services
Virginia
-$28.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$269K +$850 +44 +0.3%
Ameriprise
27
Ameriprise
Minnesota
$245K +$247K +12,774 New
ACI
28
Alpha Cubed Investments
California
$243K – – –
NW
29
NewEdge Wealth
Pennsylvania
$239K – – –
Cerity Partners
30
Cerity Partners
New York
$237K +$97 +5 +0%
IWC
31
Integrated Wealth Concepts
Massachusetts
$220K – – –
HCP
32
Hexagon Capital Partners
Arkansas
$119K – – –
CA
33
CoreCap Advisors
Michigan
$102K – – –
Wells Fargo
34
Wells Fargo
California
$96.7K +$3.07K +159 +3%
Comerica Bank
35
Comerica Bank
Texas
$67.6K +$580 +30 +0.9%
US Bancorp
36
US Bancorp
Minnesota
$61.1K – – –
AWM
37
Activest Wealth Management
Florida
$49.5K +$48.3K +2,500 New
CFB
38
Cullen/Frost Bankers
Texas
$39.6K – – –
HNB
39
Huntington National Bank
Ohio
$39.6K – – –
GWSG
40
GPS Wealth Strategies Group
Colorado
$39.6K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$19.8K – – –
RA
42
Ransom Advisory
Rhode Island
$19.8K – – –
BC
43
Barrett & Company
Rhode Island
$12.9K – – –
HNB
44
Hilltop National Bank
Wyoming
$11.9K – – –
GJWM
45
Gilliland Jeter Wealth Management
Arkansas
$6.33K -$33.4K -1,729 -84%
GWM
46
Geneos Wealth Management
Colorado
$4.59K – – –
FCA
47
FinTrust Capital Advisors
South Carolina
$535 – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
– -$225K -11,250 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– -$1.22K -61 Closed
1
2

PSF Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q2 2024, worth a combined $43.4M — up 3.5% from $41.9M a quarter earlier.

Fund positioning in PSF was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $629K. The largest seller was Osaic Holdings, cutting an estimated $239K.

  • 46 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q2 2024, down from 47 in Q1 2024.
  • Funds reported $43.4M of Cohen & Steers Select Preferred & Income Fund stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 2 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $629K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q2 2024 was Osaic Holdings, an estimated $239K sold.

Based on aggregated 13F filings for Q2 2024.