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Cohen & Steers Select Preferred & Income Fund

43 hedge funds and large institutions have $24.7M invested in Cohen & Steers Select Preferred & Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

1.55% less ownership

Funds ownership: 12.99%11.43% (-1.6%)

2% less funds holding

Funds holding: 4443 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

22% less capital invested

Capital invested by funds: $31.8M → $24.7M (-$7.1M)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.96M +$107K +5,151 +1%
Morgan Stanley
2
Morgan Stanley
New York
$3.06M -$495K -23,774 -12%
Invesco
3
Invesco
Georgia
$2.15M +$104K +4,978 +4%
Bank of America
4
Bank of America
North Carolina
$1.55M -$1.85M -88,731 -51%
LPL Financial
5
LPL Financial
California
$1.23M +$132K +6,347 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$949K -$152K -7,315 -12%
RJA
7
Raymond James & Associates
Florida
$797K +$79.3K +3,807 +9%
Truist Financial
8
Truist Financial
North Carolina
$659K -$94.4K -4,533 -11%
KAS
9
Kestra Advisory Services
Texas
$652K -$38.8K -1,865 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$648K -$343K -16,476 -31%
LSC
11
Logan Stone Capital
Illinois
$494K +$573K +27,530 New
LA
12
LexAurum Advisors
Kansas
$404K +$3.29K +158 +0.7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$402K -$10.1K -485 -2%
NA
14
NewEdge Advisors
Louisiana
$310K +$27.1K +1,302 +8%
HI
15
Harbour Investments
Wisconsin
$285K
SFS
16
Shaker Financial Services
Virginia
$285K +$330K +15,861 New
PWA
17
Physician Wealth Advisors
Utah
$271K
LCM
18
Landscape Capital Management
New Jersey
$267K -$22.2K -1,067 -7%
CAN
19
Cetera Advisor Networks
California
$257K -$1.06K -51 -0.4%
ACI
20
Alpha Cubed Investments
California
$239K
BWP
21
Baldwin Wealth Partners
Massachusetts
$216K
PAG
22
Private Advisor Group
New Jersey
$215K +$687 +33 +0.3%
Cerity Partners
23
Cerity Partners
New York
$211K
FMN
24
Financial Management Network
California
$196K +$666 +32 +0.3%
DC
25
Davenport & Co
Virginia
$188K -$12.5K -600 -5%

PSF Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q3 2022, worth a combined $24.7M — down 22% from $31.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PSF and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.

The largest buyer was Logan Stone Capital, opening a new position worth an estimated $573K. The largest seller was Bank of America, cutting an estimated $1.85M.

  • 43 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q3 2022, down from 44 in Q2 2022.
  • Funds reported $24.7M of Cohen & Steers Select Preferred & Income Fund stock for Q3 2022, down 22% quarter-over-quarter.
  • 5 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q3 2022 and 6 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q3 2022 was Logan Stone Capital, an estimated $573K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q3 2022 was Bank of America, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2022.