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Cohen & Steers Select Preferred & Income Fund

46 hedge funds and large institutions have $51.2M invested in Cohen & Steers Select Preferred & Income Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

15% more funds holding

Funds holding: 4046 (+6)

11% more capital invested

Capital invested by funds: $46M → $51.2M (+$5.23M)

0.79% more ownership

Funds ownership: 14.44%15.23% (+0.79%)

Holders
46
Holders Change
+6
Holders Change %
+15%
% 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
16
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.03M -$201K -7,580 -2%
Morgan Stanley
2
Morgan Stanley
New York
$8.37M +$500K +18,883 +7%
KPWS
3
Kestra Private Wealth Services
Texas
$5.55M +$11.2K +422 +0.2%
Ameriprise
4
Ameriprise
Minnesota
$4.96M -$2.13M -80,328 -31%
Invesco
5
Invesco
Georgia
$2.64M +$262K +9,906 +12%
Bank of America
6
Bank of America
North Carolina
$2.18M -$171K -6,458 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.79M -$51.2K -1,936 -3%
WA
8
WESPAC Advisors
California
$1.71M +$279K +10,531 +21%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.46M +$63.6K +2,404 +5%
Cerity Partners
10
Cerity Partners
New York
$1.41M +$1.32M +50,028 New
JIP
11
Jaffetilchin Investment Partners
Florida
$1.22M +$1.15M +43,339 New
LPL Financial
12
LPL Financial
California
$1.19M +$10.8K +408 +1%
Truist Financial
13
Truist Financial
North Carolina
$1.1M +$109K +4,113 +12%
KAS
14
Kestra Advisory Services
Texas
$1M -$15.8K -598 -2%
GG
15
Golden Green
South Carolina
$748K +$705K +26,634 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$739K +$16.1K +608 +2%
RJA
17
Raymond James & Associates
Florida
$708K -$76.8K -2,902 -10%
PWA
18
Physician Wealth Advisors
Utah
$669K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$558K +$525K +19,852 New
Wells Fargo
20
Wells Fargo
California
$377K -$46.6K -1,760 -12%
Millennium Management
21
Millennium Management
New York
$364K +$343K +12,961 New
AF
22
Advisornet Financial
Minnesota
$340K +$46.3K +1,750 +17%
BWP
23
Baldwin Wealth Partners
Massachusetts
$337K
PAG
24
Private Advisor Group
New Jersey
$322K +$556 +21 +0.2%
DC
25
Davenport & Co
Virginia
$290K

PSF Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q4 2020, worth a combined $51.2M — up 11% from $46M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PSF positions and 6 closed out — a net gain of 6 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $1.32M. The largest seller was Ameriprise, cutting an estimated $2.13M.

  • 46 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q4 2020, up from 40 in Q3 2020.
  • Funds reported $51.2M of Cohen & Steers Select Preferred & Income Fund stock for Q4 2020, up 11% quarter-over-quarter.
  • 12 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q4 2020 and 6 closed out, a net change of +6 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q4 2020 was Cerity Partners, an estimated $1.32M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q4 2020 was Ameriprise, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2020.