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Cohen & Steers Select Preferred & Income Fund

40 hedge funds and large institutions have $32.4M invested in Cohen & Steers Select Preferred & Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $29.6M → $32.4M (+$2.83M)

1.36% more ownership

Funds ownership: 13.53%14.89% (+1.4%)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
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
$9.15M +$1.47M +80,735 +19%
UBS Group
2
UBS Group
Switzerland
$4.7M +$216K +11,899 +5%
Invesco
3
Invesco
Georgia
$2.39M +$309K +17,021 +15%
CA
4
Cornerstone Advisory
Maryland
$2.06M +$1.02M +56,393 +98%
RJA
5
Raymond James & Associates
Florida
$1.53M +$117K +6,450 +8%
LPL Financial
6
LPL Financial
California
$1.32M -$169K -9,322 -11%
BWP
7
Baldwin Wealth Partners
Massachusetts
$1.17M +$121K +6,650 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.06M +$50.2K +2,764 +5%
GC
9
Guggenheim Capital
Illinois
$870K +$323K +17,803 +59%
KAS
10
Kestra Advisory Services
Texas
$697K -$9.76K -538 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$694K -$33.4K -1,841 -5%
KPWS
12
Kestra Private Wealth Services
Texas
$659K +$436K +24,025 +193%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$621K +$6.48K +357 +1%
Truist Financial
14
Truist Financial
North Carolina
$607K -$19.1K -1,054 -3%
Bank of America
15
Bank of America
North Carolina
$524K -$131K -7,229 -20%
KIA
16
KLR Investment Advisors
Rhode Island
$464K -$258K -14,199 -36%
Ameriprise
17
Ameriprise
Minnesota
$436K +$53.3K +2,936 +14%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$432K -$29.6K -1,631 -6%
LA
19
LexAurum Advisors
Kansas
$403K -$14.7K -812 -4%
NA
20
NewEdge Advisors
Louisiana
$273K -$120K -6,602 -30%
DC
21
Davenport & Co
Virginia
$272K -$66.4K -3,656 -20%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$266K -$95K -5,236 -26%
PWA
23
Physician Wealth Advisors
Utah
$260K
ACI
24
Alpha Cubed Investments
California
$259K
HI
25
Harbour Investments
Wisconsin
$252K +$599 +33 +0.2%

PSF Hedge Fund Activity: Q3 2023 in Review

40 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q3 2023, worth a combined $32.4M — up 9.5% from $29.6M a quarter earlier.

Fund positioning in PSF was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.47M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $392K sold.

  • 40 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $32.4M of Cohen & Steers Select Preferred & Income Fund stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 4 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q3 2023 and 4 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $1.47M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q3 2023 was Robinson Capital Management, an estimated $392K sold.

Based on aggregated 13F filings for Q3 2023.