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Cohen & Steers Select Preferred & Income Fund

32 hedge funds and large institutions have $25.4M invested in Cohen & Steers Select Preferred & Income Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more funds holding

Funds holding: 3032 (+2)

0.05% less ownership

Funds ownership: 7.67%7.62% (-0.05%)

2% less capital invested

Capital invested by funds: $26M → $25.4M (-$552K)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.2M -$126K -4,454 -2%
UBS Group
2
UBS Group
Switzerland
$3.7M -$75.4K -2,675 -2%
Bank of America
3
Bank of America
North Carolina
$3.07M +$48.5K +1,721 +2%
Invesco
4
Invesco
Georgia
$2.69M +$221K +7,857 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.89M +$395K +14,016 +27%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.4M +$740K +26,271 +113%
Wells Fargo
7
Wells Fargo
California
$1M +$60.5K +2,148 +6%
BTS
8
BB&T Securities
Virginia
$986K +$15.5K +549 +2%
GBA
9
Garrison Bradford & Associates
New York
$802K +$85 +3 +0%
AG
10
Advisor Group
Arizona
$611K +$20.5K +728 +3%
RJA
11
Raymond James & Associates
Florida
$496K +$108K +3,843 +28%
WS
12
Wedbush Securities
California
$410K +$45.1K +1,600 +12%
MML Investors Services
13
MML Investors Services
Massachusetts
$329K +$6.76K +240 +2%
BWP
14
Baldwin Wealth Partners
Massachusetts
$313K -$28.2K -1,000 -8%
Ameriprise
15
Ameriprise
Minnesota
$311K -$2.14M -75,869 -87%
HFS
16
HL Financial Services
Kentucky
$288K
ARMC
17
American Research & Management Company
Massachusetts
$287K +$104K +3,675 +57%
VCWA
18
Vanguard Capital Wealth Advisors
Colorado
$282K +$282K +10,000 New
CIA
19
Capital Investment Advisors
Georgia
$262K -$2.79K -99 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$248K -$2.85K -101 -1%
LPL Financial
21
LPL Financial
California
$237K +$236K +8,379 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$232K +$231K +8,200 New
SWM
23
SeaCrest Wealth Management
New York
$103K +$103K +3,649 New
Citigroup
24
Citigroup
New York
$88K
GWM
25
Geneos Wealth Management
Colorado
$62K

PSF Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q4 2017, worth a combined $25.4M — down 2.1% from $26M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSF positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $740K. The largest seller was Ameriprise, cutting an estimated $2.14M.

  • 32 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q4 2017, up from 30 in Q3 2017.
  • Funds reported $25.4M of Cohen & Steers Select Preferred & Income Fund stock for Q4 2017, down 2.1% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q4 2017 and 5 closed out, a net change of +2 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q4 2017 was Ladenburg Thalmann Financial Services, an estimated $740K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q4 2017 was Ameriprise, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2017.