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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.47M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$968K |
| 4 |
Morgan Stanley
New York
|
+$958K |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$969K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$703K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$442K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$288K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
51
Barrett & Company
Providence,
Rhode Island
| $12.8K | – | – | – |
|
|
HNB
52
Hilltop National Bank
Casper,
Wyoming
| $11.9K | – | – | – |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$5.14K | +251 | New |
|
|
EC
54
Elequin Capital
New York
| $79 | +$82 | +4 | New |
|
|
55
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$442K | -20,634 | Closed |
|
|
GJWM
56
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$6.86K | -320 | Closed |
|
|
JIP
57
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$3.71K | -173 | Closed |
|
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.