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Cohen & Steers Select Preferred & Income Fund
PSF

53 hedge funds and large institutions have $56.4M invested in Cohen & Steers Select Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

20% more funds holding

Funds holding: 44 → 53 (+9)

11% more capital invested

Capital invested by funds: $50.9M → $56.4M (+$5.53M)

3.96% more ownership

Funds ownership: 19.72% → 23.69% (+4%)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.47M
2
GC
Guggenheim Capital
Illinois
+$1.12M
3
UBS Group
UBS Group
Switzerland
+$968K
4
Morgan Stanley
Morgan Stanley
New York
+$958K
5
PFA
Pettinga Financial Advisors
Indiana
+$524K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$969K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$703K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$442K
4
SFS
Shaker Financial Services
Virginia
-$288K
5
KAS
Kestra Advisory Services
Texas
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
26
Readystate Asset Management
Illinois
$334K +$346K +16,889 New
Ameriprise
27
Ameriprise
Minnesota
$302K +$7.45K +364 +2%
PWA
28
Physician Wealth Advisors
Utah
$293K – – –
WAM
29
Wolverine Asset Management
Illinois
$283K +$294K +14,339 New
BOC
30
Blue Oak Capital
California
$279K +$289K +14,108 New
HI
31
Harbour Investments
Wisconsin
$272K +$839 +41 +0.3%
DC
32
Davenport & Co
Virginia
$271K +$880 +43 +0.3%
NA
33
NewEdge Advisors
Louisiana
$266K -$6.37K -311 -2%
NWMP
34
Noble Wealth Management PBC
Colorado
$255K +$264K +12,900 New
ACI
35
Alpha Cubed Investments
California
$243K – – –
NW
36
NewEdge Wealth
Pennsylvania
$239K – – –
Cerity Partners
37
Cerity Partners
New York
$207K -$30.2K -1,475 -12%
Walleye Capital
38
Walleye Capital
New York
$206K +$213K +10,418 New
RCM
39
Rivernorth Capital Management
Florida
$200K +$207K +10,112 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$198K -$23.1K -1,127 -10%
HCP
41
Hexagon Capital Partners
Arkansas
$119K – – –
CA
42
CoreCap Advisors
Michigan
$101K – – –
AG
43
AmeriFlex Group
Nevada
$98.6K +$99.3K +4,850 New
Comerica Bank
44
Comerica Bank
Texas
$92.5K +$25.3K +1,235 +36%
US Bancorp
45
US Bancorp
Minnesota
$61.1K – – –
GWSG
46
GPS Wealth Strategies Group
Colorado
$40.6K +$512 +25 +1%
CFB
47
Cullen/Frost Bankers
Texas
$39.5K – – –
HNB
48
Huntington National Bank
Ohio
$39.5K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$19.8K – – –
RA
50
Ransom Advisory
Rhode Island
$19.8K – – –
1
2
3

PSF Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q4 2024, worth a combined $56.4M — up 11% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSF positions and 3 closed out — a net gain of 11 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.47M. The largest seller was Cornerstone Advisory, cutting an estimated $969K.

  • 53 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $56.4M of Cohen & Steers Select Preferred & Income Fund stock for Q4 2024, up 11% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q4 2024 and 3 closed out, a net change of +11 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $1.47M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q4 2024 was Cornerstone Advisory, an estimated $969K sold.

Based on aggregated 13F filings for Q4 2024.