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Cohen & Steers Select Preferred & Income Fund

37 hedge funds and large institutions have $27M invested in Cohen & Steers Select Preferred & Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more capital invested

Capital invested by funds: $25M → $27M (+$1.93M)

6% more funds holding

Funds holding: 3537 (+2)

0.5% more ownership

Funds ownership: 7.97%8.47% (+0.5%)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.95M +$484K +18,194 +11%
UBS Group
2
UBS Group
Switzerland
$3.02M -$1.03M -38,780 -25%
Invesco
3
Invesco
Georgia
$3M -$35.4K -1,328 -1%
Bank of America
4
Bank of America
North Carolina
$2.82M -$536K -20,140 -16%
Ameriprise
5
Ameriprise
Minnesota
$2.32M +$2.33M +87,438 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.18M +$106K +3,998 +10%
Wells Fargo
7
Wells Fargo
California
$1.07M -$341K -12,817 -24%
BTS
8
BB&T Securities
Virginia
$835K +$17.7K +663 +2%
GBA
9
Garrison Bradford & Associates
New York
$816K -$21.3K -800 -3%
LPL Financial
10
LPL Financial
California
$619K +$9.8K +368 +2%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$600K +$20.4K +765 +4%
GC
12
Guggenheim Capital
Illinois
$527K -$17K -638 -3%
DA
13
Doliver Advisors
Texas
$472K +$473K +17,781 New
NPC
14
National Planning Corporation
California
$457K -$71.8K -2,695 -14%
RJA
15
Raymond James & Associates
Florida
$408K +$612 +23 +0.1%
FA
16
Fagan Associates
New York
$393K +$2.72K +102 +0.7%
AG
17
Advisor Group
Arizona
$359K -$14.5K -545 -4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$355K -$12.9K -486 -4%
BWP
19
Baldwin Wealth Partners
Massachusetts
$334K -$30.6K -1,150 -8%
WS
20
Wedbush Securities
California
$321K
SG Americas Securities
21
SG Americas Securities
New York
$303K +$304K +11,435 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$295K +$296K +11,131 New
MML Investors Services
23
MML Investors Services
Massachusetts
$289K +$290K +10,891 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$272K +$17.1K +642 +7%
CIA
25
Capital Investment Advisors
Georgia
$267K -$12.1K -453 -4%

PSF Hedge Fund Activity: Q1 2017 in Review

37 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q1 2017, worth a combined $27M — up 7.7% from $25M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSF positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $2.33M. The largest seller was UBS Group, cutting an estimated $1.03M.

  • 37 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q1 2017, up from 35 in Q4 2016.
  • Funds reported $27M of Cohen & Steers Select Preferred & Income Fund stock for Q1 2017, up 7.7% quarter-over-quarter.
  • 5 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q1 2017 and 2 closed out, a net change of +3 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q1 2017 was Ameriprise, an estimated $2.33M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q1 2017 was UBS Group, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2017.