We are live on ! Find out more
PSF icon

Cohen & Steers Select Preferred & Income Fund

30 hedge funds and large institutions have $33.3M invested in Cohen & Steers Select Preferred & Income Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 2930 (+1)

1% more capital invested

Capital invested by funds: $33M → $33.3M (+$250K)

0.42% more ownership

Funds ownership: 10.43%10.85% (+0.42%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$7.11M +$416K +16,069 +6%
VFS
2
VSR Financial Services
Kansas
$6.36M +$361K +13,920 +6%
U
3
UBS
Switzerland
$2.92M +$1.98M +76,354 +201%
Morgan Stanley
4
Morgan Stanley
New York
$2.85M -$678K -26,168 -19%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.94M +$1.96M +75,600 New
GC
6
Guggenheim Capital
Illinois
$1.83M -$1.29M -49,921 -41%
Bank of America
7
Bank of America
North Carolina
$1.62M -$152K -5,869 -8%
GBA
8
Garrison Bradford & Associates
New York
$1.17M
BWP
9
Baldwin Wealth Partners
Massachusetts
$1.05M -$71.2K -2,750 -6%
Deutsche Bank
10
Deutsche Bank
Germany
$938K -$247K -9,530 -21%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$896K -$818K -31,583 -47%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$817K +$41.6K +1,606 +5%
PPA
13
Parametric Portfolio Associates
Washington
$685K +$693K +26,768 New
Wells Fargo
14
Wells Fargo
California
$656K +$10.9K +422 +2%
AQR Capital Management
15
AQR Capital Management
Connecticut
$649K -$16.9K -652 -3%
CA
16
CapWealth Advisors
Tennessee
$345K -$25.9K -1,000 -7%
LPL Financial
17
LPL Financial
California
$278K -$84.1K -3,247 -23%
CIA
18
Capital Investment Advisors
Georgia
$272K +$6.61K +255 +2%
WS
19
Wedbush Securities
California
$261K +$31.8K +1,229 +14%
DD
20
Dominick & Dominick
New York
$257K -$59.9K -2,311 -19%
NFG
21
Next Financial Group
Texas
$86K -$53.1K -2,050 -38%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$72K +$31.1K +1,200 +75%
TRCT
23
Tower Research Capital (TRC)
New York
$58K +$53.4K +2,061 +1,031%
Citigroup
24
Citigroup
New York
$51K
WA
25
WFG Advisors
Texas
$31K

PSF Hedge Fund Activity: Q3 2014 in Review

30 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q3 2014, worth a combined $33.3M — up 0.76% from $33M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PSF positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 11 trimmed.

The largest buyer was UBS, adding an estimated $1.98M. The largest seller was Guggenheim Capital, cutting an estimated $1.29M.

  • 30 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q3 2014, up from 29 in Q2 2014.
  • Funds reported $33.3M of Cohen & Steers Select Preferred & Income Fund stock for Q3 2014, up 0.76% quarter-over-quarter.
  • 4 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q3 2014 and 3 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q3 2014 was UBS, an estimated $1.98M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q3 2014 was Guggenheim Capital, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2014.