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Cohen & Steers Select Preferred & Income Fund

46 hedge funds and large institutions have $45.3M invested in Cohen & Steers Select Preferred & Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0.38% more ownership

Funds ownership: 13.68%14.06% (+0.38%)

0% more funds holding

Funds holding: 4646 (0)

3% less capital invested

Capital invested by funds: $46.9M → $45.3M (-$1.57M)

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.61M +$390K +13,830 +4%
UBS Group
2
UBS Group
Switzerland
$7.94M -$326K -11,567 -4%
KPWS
3
Kestra Private Wealth Services
Texas
$4.09M +$48.8K +1,734 +1%
Invesco
4
Invesco
Georgia
$2.67M +$129K +4,593 +5%
LPL Financial
5
LPL Financial
California
$2.08M +$426K +15,138 +24%
Bank of America
6
Bank of America
North Carolina
$2M -$123K -4,352 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.96M +$315K +11,188 +18%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.8M +$15.7K +556 +0.8%
WA
9
WESPAC Advisors
California
$1.44M -$269K -9,566 -15%
Cerity Partners
10
Cerity Partners
New York
$1.2M
KAS
11
Kestra Advisory Services
Texas
$1.05M +$45.8K +1,626 +4%
Truist Financial
12
Truist Financial
North Carolina
$1.04M -$17.2K -612 -2%
JIP
13
Jaffetilchin Investment Partners
Florida
$741K -$266K -9,462 -25%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$681K +$253 +9 +0%
PWA
15
Physician Wealth Advisors
Utah
$653K
RJA
16
Raymond James & Associates
Florida
$624K -$42.1K -1,496 -6%
LA
17
LexAurum Advisors
Kansas
$597K +$169 +6 +0%
WAM
18
Wolverine Asset Management
Illinois
$440K +$364K +12,933 +370%
CAN
19
Cetera Advisor Networks
California
$379K +$398K +14,144 New
AF
20
Advisornet Financial
Minnesota
$346K
NA
21
NewEdge Advisors
Louisiana
$332K +$349K +12,384 New
BWP
22
Baldwin Wealth Partners
Massachusetts
$322K
PAG
23
Private Advisor Group
New Jersey
$309K +$591 +21 +0.2%
Wells Fargo
24
Wells Fargo
California
$308K -$41.6K -1,478 -11%
DC
25
Davenport & Co
Virginia
$303K

PSF Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q4 2021, worth a combined $45.3M — down 3.4% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSF positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $426K. The largest seller was UBS Group, cutting an estimated $326K.

  • 46 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $45.3M of Cohen & Steers Select Preferred & Income Fund stock for Q4 2021, down 3.4% quarter-over-quarter.
  • 5 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q4 2021 and 4 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q4 2021 was LPL Financial, an estimated $426K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q4 2021 was UBS Group, an estimated $326K sold.

Based on aggregated 13F filings for Q4 2021.