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Cohen & Steers Select Preferred & Income Fund

42 hedge funds and large institutions have $36.1M invested in Cohen & Steers Select Preferred & Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $31.3M → $36.1M (+$4.84M)

11% more funds holding

Funds holding: 3842 (+4)

0.72% more ownership

Funds ownership: 8.84%9.55% (+0.72%)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.19M +$1.52M +50,263 +24%
Morgan Stanley
2
Morgan Stanley
New York
$7.21M +$229K +7,595 +3%
Bank of America
3
Bank of America
North Carolina
$2.54M +$17.8K +591 +0.7%
Invesco
4
Invesco
Georgia
$2.44M -$21.2K -703 -0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.08M -$459K -15,209 -19%
LPL Financial
6
LPL Financial
California
$1.55M +$977K +32,376 +193%
Truist Financial
7
Truist Financial
North Carolina
$1.23M +$1.18M +39,064 New
GBA
8
Garrison Bradford & Associates
New York
$973K -$60.2K -1,995 -6%
RJA
9
Raymond James & Associates
Florida
$945K +$141K +4,674 +18%
Wells Fargo
10
Wells Fargo
California
$888K +$122K +4,047 +17%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$849K +$95K +3,150 +13%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$767K -$31.9K -1,057 -4%
AG
13
Advisor Group
Arizona
$585K +$13.1K +433 +2%
WS
14
Wedbush Securities
California
$536K +$6.03K +200 +1%
OAM
15
Orinda Asset Management
California
$492K -$446K -14,801 -49%
ONB
16
Old National Bancorp
Indiana
$487K
Ameriprise
17
Ameriprise
Minnesota
$484K -$122K -4,042 -21%
KOMWMG
18
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$451K +$432K +14,314 New
BWP
19
Baldwin Wealth Partners
Massachusetts
$378K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$356K +$603 +20 +0.2%
UCFA
21
United Capital Financial Advisors
Texas
$351K -$362 -12 -0.1%
DC
22
Davenport & Co
Virginia
$325K -$16K -532 -5%
AF
23
Advisornet Financial
Minnesota
$308K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$264K +$151 +5 +0.1%
MML Investors Services
25
MML Investors Services
Massachusetts
$238K

PSF Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q4 2019, worth a combined $36.1M — up 15% from $31.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSF positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $1.52M. The largest seller was Royal Bank of Canada, cutting an estimated $459K.

  • 42 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q4 2019, up from 38 in Q3 2019.
  • Funds reported $36.1M of Cohen & Steers Select Preferred & Income Fund stock for Q4 2019, up 15% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q4 2019 and 2 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q4 2019 was UBS Group, an estimated $1.52M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $459K sold.

Based on aggregated 13F filings for Q4 2019.