We are live on ! Find out more
PSF icon

Cohen & Steers Select Preferred & Income Fund

40 hedge funds and large institutions have $46M invested in Cohen & Steers Select Preferred & Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

55% more capital invested

Capital invested by funds: $29.7M → $46M (+$16.3M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

21% more funds holding

Funds holding: 3340 (+7)

4.41% more ownership

Funds ownership: 10.04%14.44% (+4.4%)

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.73M -$26.7K -1,019 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$7.41M +$359K +13,690 +5%
Ameriprise
3
Ameriprise
Minnesota
$6.82M +$6.47M +246,929 +2,472%
KPWS
4
Kestra Private Wealth Services
Texas
$5.33M +$5.25M +200,550 New
Invesco
5
Invesco
Georgia
$2.23M -$108K -4,138 -5%
Bank of America
6
Bank of America
North Carolina
$2.23M +$54.5K +2,081 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.75M +$34.1K +1,301 +2%
WA
8
WESPAC Advisors
California
$1.34M -$1.34K -51 -0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.31M -$18.6K -709 -1%
LPL Financial
10
LPL Financial
California
$1.12M +$341 +13 +0%
KAS
11
Kestra Advisory Services
Texas
$982K +$969K +36,998 New
Truist Financial
12
Truist Financial
North Carolina
$926K +$5.16K +197 +0.6%
RJA
13
Raymond James & Associates
Florida
$746K +$24K +917 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$682K -$37.3K -1,425 -5%
PWA
15
Physician Wealth Advisors
Utah
$615K
Wells Fargo
16
Wells Fargo
California
$403K -$16.8K -641 -4%
AAS
17
Avantax Advisory Services
Texas
$379K +$373K +14,227 New
APP
18
Avantax Planning Partners
Iowa
$351K +$347K +13,237 New
BWP
19
Baldwin Wealth Partners
Massachusetts
$319K
PAG
20
Private Advisor Group
New Jersey
$304K +$524 +20 +0.2%
AF
21
Advisornet Financial
Minnesota
$275K
DC
22
Davenport & Co
Virginia
$274K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$269K +$79 +3 +0%
MMA
24
Miracle Mile Advisors
California
$255K +$252K +9,600 New
MML Investors Services
25
MML Investors Services
Massachusetts
$244K +$241K +9,200 New

PSF Hedge Fund Activity: Q3 2020 in Review

40 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q3 2020, worth a combined $46M — up 55% from $29.7M a quarter earlier.

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

The largest buyer was Ameriprise, adding an estimated $6.47M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $241K sold.

  • 40 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q3 2020, up from 33 in Q2 2020.
  • Funds reported $46M of Cohen & Steers Select Preferred & Income Fund stock for Q3 2020, up 55% quarter-over-quarter.
  • 12 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q3 2020 and 5 closed out, a net change of +7 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q3 2020 was Ameriprise, an estimated $6.47M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q3 2020 was United Capital Financial Advisors, an estimated $241K sold.

Based on aggregated 13F filings for Q3 2020.