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Cohen & Steers Select Preferred & Income Fund

33 hedge funds and large institutions have $29.7M invested in Cohen & Steers Select Preferred & Income Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

23% more capital invested

Capital invested by funds: $24.1M → $29.7M (+$5.63M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more funds holding

Funds holding: 3233 (+1)

0.97% more ownership

Funds ownership: 9.07%10.04% (+0.97%)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.13M +$517K +21,158 +7%
Morgan Stanley
2
Morgan Stanley
New York
$6.53M +$569K +23,310 +10%
Invesco
3
Invesco
Georgia
$2.17M -$53K -2,169 -2%
Bank of America
4
Bank of America
North Carolina
$2.02M +$49.7K +2,037 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.59M +$62.4K +2,557 +4%
WA
6
WESPAC Advisors
California
$1.24M +$1.23M +50,359 New
Osaic Holdings
7
Osaic Holdings
Arizona
$1.24M +$144K +5,888 +13%
LPL Financial
8
LPL Financial
California
$1.03M +$23.1K +946 +2%
Truist Financial
9
Truist Financial
North Carolina
$854K +$242K +9,899 +40%
RJA
10
Raymond James & Associates
Florida
$669K -$30.6K -1,255 -4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$667K -$17.9K -735 -3%
PWA
12
Physician Wealth Advisors
Utah
$661K +$598K +24,500 New
Wells Fargo
13
Wells Fargo
California
$390K +$12.2K +500 +3%
BWP
14
Baldwin Wealth Partners
Massachusetts
$296K
PAG
15
Private Advisor Group
New Jersey
$281K +$279K +11,412 New
AF
16
Advisornet Financial
Minnesota
$255K
DC
17
Davenport & Co
Virginia
$254K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$249K -$18K -739 -7%
Ameriprise
19
Ameriprise
Minnesota
$246K -$125K -5,128 -34%
UCFA
20
United Capital Financial Advisors
Texas
$241K -$27.5K -1,125 -10%
ARMC
21
American Research & Management Company
Massachusetts
$216K +$214K +8,765 New
SCP
22
Shorepoint Capital Partners
Massachusetts
$212K +$210K +8,600 New
GWM
23
Geneos Wealth Management
Colorado
$95K +$10K +410 +12%
VFA
24
Valeo Financial Advisors
Indiana
$46K +$46K +1,884 New
Citigroup
25
Citigroup
New York
$30K

PSF Hedge Fund Activity: Q2 2020 in Review

33 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q2 2020, worth a combined $29.7M — up 23% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSF positions and 7 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.

The largest buyer was WESPAC Advisors, opening a new position worth an estimated $1.23M. The largest seller was Wedbush Securities, exiting entirely with an estimated $436K sold.

  • 33 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q2 2020, up from 32 in Q1 2020.
  • Funds reported $29.7M of Cohen & Steers Select Preferred & Income Fund stock for Q2 2020, up 23% quarter-over-quarter.
  • 8 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q2 2020 and 7 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q2 2020 was WESPAC Advisors, an estimated $1.23M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q2 2020 was Wedbush Securities, an estimated $436K sold.

Based on aggregated 13F filings for Q2 2020.