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Cohen & Steers Select Preferred & Income Fund

48 hedge funds and large institutions have $54M invested in Cohen & Steers Select Preferred & Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

9% more capital invested

Capital invested by funds: $49.5M → $54M (+$4.53M)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.2% less ownership

Funds ownership: 14.86%14.66% (-0.2%)

Holders
48
Holders Change
Holders Change %
0%
% 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
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.2M +$547K +18,490 +6%
UBS Group
2
UBS Group
Switzerland
$9.61M -$197K -6,665 -2%
Ameriprise
3
Ameriprise
Minnesota
$5.34M -$293K -9,920 -5%
KPWS
4
Kestra Private Wealth Services
Texas
$4.66M -$258K -8,740 -5%
Invesco
5
Invesco
Georgia
$2.94M -$41.6K -1,406 -1%
Bank of America
6
Bank of America
North Carolina
$2.31M -$35.9K -1,214 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.81M +$84.3K +2,853 +5%
LPL Financial
8
LPL Financial
California
$1.78M +$478K +16,177 +38%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.78M +$202K +6,844 +13%
Cerity Partners
10
Cerity Partners
New York
$1.47M -$36.7K -1,243 -3%
JIP
11
Jaffetilchin Investment Partners
Florida
$1.26M -$3.19K -108 -0.3%
Truist Financial
12
Truist Financial
North Carolina
$1.22M -$64.2K -2,173 -5%
KAS
13
Kestra Advisory Services
Texas
$1.15M -$3.93K -133 -0.4%
WA
14
WESPAC Advisors
California
$839K -$752K -25,432 -48%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$779K -$17.5K -591 -2%
PWA
16
Physician Wealth Advisors
Utah
$772K
RJA
17
Raymond James & Associates
Florida
$766K +$3.72K +126 +0.5%
LA
18
LexAurum Advisors
Kansas
$722K +$696K +23,562 New
Wells Fargo
19
Wells Fargo
California
$416K +$6.8K +230 +2%
AF
20
Advisornet Financial
Minnesota
$396K
BWP
21
Baldwin Wealth Partners
Massachusetts
$368K
PAG
22
Private Advisor Group
New Jersey
$352K +$562 +19 +0.2%
DC
23
Davenport & Co
Virginia
$347K
MML Investors Services
24
MML Investors Services
Massachusetts
$323K +$39.8K +1,347 +15%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$323K +$46.8K +1,584 +18%

PSF Hedge Fund Activity: Q2 2021 in Review

48 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q2 2021, worth a combined $54M — up 9.2% from $49.5M a quarter earlier.

Fund positioning in PSF was balanced in Q2 2021: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 13 trimmed.

The largest buyer was LexAurum Advisors, opening a new position worth an estimated $696K. The largest seller was Golden Green, exiting entirely with an estimated $845K sold.

  • 48 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $54M of Cohen & Steers Select Preferred & Income Fund stock for Q2 2021, up 9.2% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q2 2021 and 7 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q2 2021 was LexAurum Advisors, an estimated $696K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q2 2021 was Golden Green, an estimated $845K sold.

Based on aggregated 13F filings for Q2 2021.