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Cohen & Steers Select Preferred & Income Fund

47 hedge funds and large institutions have $41.9M invested in Cohen & Steers Select Preferred & Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

18% more funds holding

Funds holding: 4047 (+7)

3.88% less ownership

Funds ownership: 21.33%17.45% (-3.9%)

14% less capital invested

Capital invested by funds: $48.5M → $41.9M (-$6.61M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
14
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
$11.5M -$10.5M -538,627 -48%
UBS Group
2
UBS Group
Switzerland
$5.41M +$391K +20,044 +8%
CA
3
Cornerstone Advisory
Maryland
$3.26M -$14.5K -744 -0.5%
BWP
4
Baldwin Wealth Partners
Massachusetts
$2.62M +$337K +17,268 +15%
Invesco
5
Invesco
Georgia
$2.4M -$285K -14,603 -11%
RJA
6
Raymond James & Associates
Florida
$1.85M +$59.6K +3,053 +3%
LPL Financial
7
LPL Financial
California
$1.31M -$17.4K -892 -1%
GC
8
Guggenheim Capital
Illinois
$1.1M -$410 -21 -0%
KIA
9
KLR Investment Advisors
Rhode Island
$985K +$118K +6,051 +13%
KPWS
10
Kestra Private Wealth Services
Texas
$886K +$84.9K +4,351 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$874K -$24K -1,230 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$830K +$19.8K +1,015 +3%
GP
13
Gridiron Partners
Pennsylvania
$813K -$495K -25,376 -38%
SFS
14
Shaker Financial Services
Virginia
$778K +$759K +38,902 New
KAS
15
Kestra Advisory Services
Texas
$777K +$23.7K +1,213 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$668K -$412K -21,109 -39%
Truist Financial
17
Truist Financial
North Carolina
$658K -$8.12K -416 -1%
Bank of America
18
Bank of America
North Carolina
$627K +$24K +1,231 +4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$441K -$8.08K -414 -2%
DWP
20
Daymark Wealth Partners
Ohio
$394K +$385K +19,700 New
LCM
21
Landscape Capital Management
New Jersey
$377K +$368K +18,860 New
WAM
22
Wolverine Asset Management
Illinois
$298K +$291K +14,887 New
PWA
23
Physician Wealth Advisors
Utah
$279K
HI
24
Harbour Investments
Wisconsin
$272K -$6.89K -353 -3%
DC
25
Davenport & Co
Virginia
$271K +$839 +43 +0.3%

PSF Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q1 2024, worth a combined $41.9M — down 14% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PSF positions and 4 closed out — a net gain of 7 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $759K. The largest seller was Morgan Stanley, cutting an estimated $10.5M.

  • 47 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q1 2024, up from 40 in Q4 2023.
  • Funds reported $41.9M of Cohen & Steers Select Preferred & Income Fund stock for Q1 2024, down 14% quarter-over-quarter.
  • 11 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q1 2024 and 4 closed out, a net change of +7 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q1 2024 was Shaker Financial Services, an estimated $759K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2024.