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Cohen & Steers Select Preferred & Income Fund

48 hedge funds and large institutions have $49.5M invested in Cohen & Steers Select Preferred & Income Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

4% more funds holding

Funds holding: 4648 (+2)

0.37% less ownership

Funds ownership: 15.23%14.86% (-0.37%)

3% less capital invested

Capital invested by funds: $51.2M → $49.5M (-$1.75M)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.87M -$35K -1,291 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$8.71M +$451K +16,605 +6%
Ameriprise
3
Ameriprise
Minnesota
$5.1M +$203K +7,468 +4%
KPWS
4
Kestra Private Wealth Services
Texas
$4.46M -$1.09M -40,104 -20%
Invesco
5
Invesco
Georgia
$2.69M +$91.8K +3,385 +4%
Bank of America
6
Bank of America
North Carolina
$2.12M -$23.7K -873 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.56M +$120K +4,441 +9%
WA
8
WESPAC Advisors
California
$1.46M -$218K -8,020 -13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.42M -$346K -12,739 -20%
Cerity Partners
10
Cerity Partners
New York
$1.37M -$19K -700 -1%
LPL Financial
11
LPL Financial
California
$1.16M -$11.2K -414 -1%
Truist Financial
12
Truist Financial
North Carolina
$1.16M +$79K +2,912 +7%
JIP
13
Jaffetilchin Investment Partners
Florida
$1.15M -$53.1K -1,956 -5%
KAS
14
Kestra Advisory Services
Texas
$1.04M +$32K +1,179 +3%
GG
15
Golden Green
South Carolina
$845K +$105K +3,860 +14%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$720K -$7.92K -292 -1%
PWA
17
Physician Wealth Advisors
Utah
$690K
RJA
18
Raymond James & Associates
Florida
$689K -$9.01K -332 -1%
Wells Fargo
19
Wells Fargo
California
$370K -$1.11K -41 -0.3%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$369K +$361K +13,320 New
AF
21
Advisornet Financial
Minnesota
$358K +$21.7K +800 +7%
BWP
22
Baldwin Wealth Partners
Massachusetts
$332K
PAG
23
Private Advisor Group
New Jersey
$318K +$570 +21 +0.2%
FMN
24
Financial Management Network
California
$317K +$38.9K +1,432 +16%
DC
25
Davenport & Co
Virginia
$313K +$27.1K +1,000 +10%

PSF Hedge Fund Activity: Q1 2021 in Review

48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q1 2021, worth a combined $49.5M — down 3.4% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSF positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $451K. The largest seller was Kestra Private Wealth Services, cutting an estimated $1.09M.

  • 48 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $49.5M of Cohen & Steers Select Preferred & Income Fund stock for Q1 2021, down 3.4% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q1 2021 was Morgan Stanley, an estimated $451K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q1 2021 was Kestra Private Wealth Services, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2021.