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Cohen & Steers Select Preferred & Income Fund

44 hedge funds and large institutions have $38.7M invested in Cohen & Steers Select Preferred & Income Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

0.11% less ownership

Funds ownership: 14.06%13.95% (-0.11%)

4% less funds holding

Funds holding: 4644 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $45.3M → $38.7M (-$6.61M)

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.74M +$1.94M +82,338 +28%
Morgan Stanley
2
Morgan Stanley
New York
$7.32M -$978K -41,536 -12%
Invesco
3
Invesco
Georgia
$3.38M +$1.1M +46,634 +47%
Bank of America
4
Bank of America
North Carolina
$2.63M +$926K +39,323 +53%
WAM
5
Wolverine Asset Management
Illinois
$1.71M +$1.36M +57,621 +351%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.51M -$42.7K -1,813 -3%
LPL Financial
7
LPL Financial
California
$1.48M -$320K -13,596 -18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.36M -$335K -14,215 -19%
Cerity Partners
9
Cerity Partners
New York
$1.03M
Truist Financial
10
Truist Financial
North Carolina
$981K +$89.6K +3,804 +10%
WA
11
WESPAC Advisors
California
$964K -$285K -12,111 -22%
KAS
12
Kestra Advisory Services
Texas
$852K -$56.8K -2,411 -6%
RJA
13
Raymond James & Associates
Florida
$761K +$228K +9,679 +42%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$559K -$27.8K -1,179 -5%
PWA
15
Physician Wealth Advisors
Utah
$537K
LA
16
LexAurum Advisors
Kansas
$515K +$353 +15 +0.1%
RCM
17
Robinson Capital Management
Michigan
$350K +$356K +15,100 New
CAN
18
Cetera Advisor Networks
California
$333K +$6.38K +271 +2%
NA
19
NewEdge Advisors
Louisiana
$318K +$33K +1,400 +11%
ACI
20
Alpha Cubed Investments
California
$307K +$313K +13,298 New
SFS
21
Shaker Financial Services
Virginia
$287K +$293K +12,454 New
Wells Fargo
22
Wells Fargo
California
$281K +$15.3K +650 +6%
BWP
23
Baldwin Wealth Partners
Massachusetts
$277K
PAG
24
Private Advisor Group
New Jersey
$267K +$1.15K +49 +0.4%
DC
25
Davenport & Co
Virginia
$261K

PSF Hedge Fund Activity: Q1 2022 in Review

44 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q1 2022, worth a combined $38.7M — down 15% from $45.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PSF and 6 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 17 added.

The largest buyer was UBS Group, adding an estimated $1.94M. The largest seller was Kestra Private Wealth Services, cutting an estimated $3.34M.

  • 44 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q1 2022, down from 46 in Q4 2021.
  • Funds reported $38.7M of Cohen & Steers Select Preferred & Income Fund stock for Q1 2022, down 15% quarter-over-quarter.
  • 6 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q1 2022 and 7 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q1 2022 was UBS Group, an estimated $1.94M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q1 2022 was Kestra Private Wealth Services, an estimated $3.34M sold.

Based on aggregated 13F filings for Q1 2022.