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Cohen & Steers Select Preferred & Income Fund

42 hedge funds and large institutions have $27.5M invested in Cohen & Steers Select Preferred & Income Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 12.92%12.62% (-0.3%)

6% less capital invested

Capital invested by funds: $29.1M → $27.5M (-$1.65M)

7% less funds holding

Funds holding: 4542 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.94M +$1.87M +93,064 +27%
UBS Group
2
UBS Group
Switzerland
$4.42M -$402K -19,988 -8%
Invesco
3
Invesco
Georgia
$2.02M -$672K -33,396 -23%
LPL Financial
4
LPL Financial
California
$1.42M -$9.92K -493 -0.6%
RJA
5
Raymond James & Associates
Florida
$1.17M +$74.1K +3,682 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$972K +$33K +1,641 +3%
Bank of America
7
Bank of America
North Carolina
$701K -$346K -17,205 -31%
KAS
8
Kestra Advisory Services
Texas
$651K +$7.55K +375 +1%
Truist Financial
9
Truist Financial
North Carolina
$626K -$32.1K -1,595 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$615K -$40.9K -2,030 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$593K +$3.4K +169 +0.5%
KIA
12
KLR Investment Advisors
Rhode Island
$573K -$946 -47 -0.1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$465K -$13.6K -677 -3%
LA
14
LexAurum Advisors
Kansas
$414K +$3.46K +172 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$412K +$126K +6,266 +38%
DC
16
Davenport & Co
Virginia
$408K +$454K +22,543 New
RCM
17
Robinson Capital Management
Michigan
$381K
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$361K -$33.7K -1,676 -8%
NA
19
NewEdge Advisors
Louisiana
$331K +$53.5K +2,660 +16%
GC
20
Guggenheim Capital
Illinois
$307K +$341K +16,941 New
CAN
21
Cetera Advisor Networks
California
$299K
PWA
22
Physician Wealth Advisors
Utah
$262K
ACM
23
Arlington Capital Management
Illinois
$261K +$291K +14,435 New
ACI
24
Alpha Cubed Investments
California
$259K -$496K -24,622 -63%
HI
25
Harbour Investments
Wisconsin
$252K +$946 +47 +0.3%

PSF Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q1 2023, worth a combined $27.5M — down 5.7% from $29.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PSF and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $1.87M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $786K sold.

  • 42 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q1 2023, down from 45 in Q4 2022.
  • Funds reported $27.5M of Cohen & Steers Select Preferred & Income Fund stock for Q1 2023, down 5.7% quarter-over-quarter.
  • 6 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q1 2023 and 8 closed out, a net change of -2 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q1 2023 was Morgan Stanley, an estimated $1.87M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q1 2023 was Rivernorth Capital Management, an estimated $786K sold.

Based on aggregated 13F filings for Q1 2023.