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Cohen & Steers Select Preferred & Income Fund

40 hedge funds and large institutions have $29.6M invested in Cohen & Steers Select Preferred & Income Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

8% more capital invested

Capital invested by funds: $27.5M → $29.6M (+$2.13M)

0.91% more ownership

Funds ownership: 12.62%13.53% (+0.91%)

5% less funds holding

Funds holding: 4240 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
18
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
$7.72M -$238K -13,515 -3%
UBS Group
2
UBS Group
Switzerland
$4.5M +$64.6K +3,668 +2%
Invesco
3
Invesco
Georgia
$2.09M +$66K +3,746 +3%
LPL Financial
4
LPL Financial
California
$1.5M +$73.2K +4,156 +5%
RJA
5
Raymond James & Associates
Florida
$1.42M +$239K +13,592 +21%
BWP
6
Baldwin Wealth Partners
Massachusetts
$1.05M +$809K +45,966 +385%
CA
7
Cornerstone Advisory
Maryland
$1.05M +$1.02M +57,650 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.01M +$37.7K +2,140 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$731K +$110K +6,254 +18%
KIA
10
KLR Investment Advisors
Rhode Island
$724K +$144K +8,193 +26%
KAS
11
Kestra Advisory Services
Texas
$709K +$54.3K +3,082 +9%
Bank of America
12
Bank of America
North Carolina
$657K -$45.1K -2,560 -7%
Truist Financial
13
Truist Financial
North Carolina
$628K +$370 +21 +0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$617K +$21.5K +1,220 +4%
GC
15
Guggenheim Capital
Illinois
$550K +$235K +13,362 +79%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$464K -$2.18K -124 -0.5%
LA
17
LexAurum Advisors
Kansas
$419K +$3.52K +200 +0.9%
NA
18
NewEdge Advisors
Louisiana
$394K +$34.9K +1,980 +10%
RCM
19
Robinson Capital Management
Michigan
$392K
Ameriprise
20
Ameriprise
Minnesota
$385K -$27.7K -1,572 -7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$363K +$247 +14 +0.1%
DC
22
Davenport & Co
Virginia
$339K -$67.8K -3,853 -17%
PWA
23
Physician Wealth Advisors
Utah
$271K
ACI
24
Alpha Cubed Investments
California
$260K
HI
25
Harbour Investments
Wisconsin
$252K -$828 -47 -0.3%

PSF Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q2 2023, worth a combined $29.6M — up 7.7% from $27.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PSF and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 18 added.

The largest buyer was Cornerstone Advisory, opening a new position worth an estimated $1.02M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $299K sold.

  • 40 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q2 2023, down from 42 in Q1 2023.
  • Funds reported $29.6M of Cohen & Steers Select Preferred & Income Fund stock for Q2 2023, up 7.7% quarter-over-quarter.
  • 2 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q2 2023 and 4 closed out, a net change of -2 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q2 2023 was Cornerstone Advisory, an estimated $1.02M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $299K sold.

Based on aggregated 13F filings for Q2 2023.