We are live on ! Find out more
PSF icon

Cohen & Steers Select Preferred & Income Fund

29 hedge funds and large institutions have $35.5M invested in Cohen & Steers Select Preferred & Income Fund in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $33.3M → $35.5M (+$2.2M)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.84% less ownership

Funds ownership: 10.85%10% (-0.84%)

3% less funds holding

Funds holding: 3029 (-1)

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
1
VSR Financial Services
Kansas
$6.5M +$112K +4,305 +2%
Invesco
2
Invesco
Georgia
$6.28M -$872K -33,496 -12%
BTS
3
BB&T Securities
Virginia
$5.24M +$530K +20,370 New
Morgan Stanley
4
Morgan Stanley
New York
$3.38M +$531K +20,381 +18%
UBS Group
5
UBS Group
Switzerland
$3.35M +$3.4M +130,437 New
Bank of America
6
Bank of America
North Carolina
$2.11M +$488K +18,757 +30%
GC
7
Guggenheim Capital
Illinois
$1.19M -$660K -25,329 -35%
GBA
8
Garrison Bradford & Associates
New York
$1.11M -$62.5K -2,400 -5%
BWP
9
Baldwin Wealth Partners
Massachusetts
$1.06M
Deutsche Bank
10
Deutsche Bank
Germany
$1M +$59.6K +2,288 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$893K -$7.68K -295 -0.8%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$842K +$22.3K +855 +3%
PPA
13
Parametric Portfolio Associates
Washington
$676K -$12.2K -467 -2%
Wells Fargo
14
Wells Fargo
California
$613K -$46.1K -1,770 -7%
LPL Financial
15
LPL Financial
California
$292K +$15.2K +583 +5%
CIA
16
Capital Investment Advisors
Georgia
$274K
WS
17
Wedbush Securities
California
$249K -$13K -500 -5%
TRCT
18
Tower Research Capital (TRC)
New York
$126K +$68.6K +2,636 +117%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$72K
Citigroup
20
Citigroup
New York
$51K
ARMC
21
American Research & Management Company
Massachusetts
$51K +$52.1K +2,000 New
WA
22
WFG Advisors
Texas
$31K
GT
23
Glenmede Trust
Pennsylvania
$25K
NPC
24
National Planning Corporation
California
$23.4K +$23.4K +900 New
AIG
25
American International Group
New York
$12.8K

PSF Hedge Fund Activity: Q4 2014 in Review

29 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q4 2014, worth a combined $35.5M — up 6.6% from $33.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSF positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $531K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.94M sold.

  • 29 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q4 2014, down from 30 in Q3 2014.
  • Funds reported $35.5M of Cohen & Steers Select Preferred & Income Fund stock for Q4 2014, up 6.6% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q4 2014 and 6 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q4 2014 was Morgan Stanley, an estimated $531K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2014.