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Cohen & Steers Select Preferred & Income Fund

46 hedge funds and large institutions have $43.4M invested in Cohen & Steers Select Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

4% more capital invested

Capital invested by funds: $41.9M → $43.4M (+$1.48M)

0.77% more ownership

Funds ownership: 17.45%18.23% (+0.77%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2% less funds holding

Funds holding: 4746 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
20
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12M +$629K +32,533 +6%
UBS Group
2
UBS Group
Switzerland
$5.37M +$20.9K +1,081 +0.4%
CA
3
Cornerstone Advisory
Maryland
$3.19M -$35.6K -1,843 -1%
BWP
4
Baldwin Wealth Partners
Massachusetts
$2.88M +$284K +14,688 +11%
Invesco
5
Invesco
Georgia
$2.68M +$297K +15,367 +13%
RJA
6
Raymond James & Associates
Florida
$2.1M +$268K +13,883 +15%
GC
7
Guggenheim Capital
Illinois
$1.51M +$412K +21,315 +39%
LPL Financial
8
LPL Financial
California
$1.35M +$50.5K +2,613 +4%
KPWS
9
Kestra Private Wealth Services
Texas
$1.09M +$205K +10,625 +24%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.04M +$170K +8,771 +20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.02M +$199K +10,288 +25%
KAS
12
Kestra Advisory Services
Texas
$806K +$37.1K +1,918 +5%
GP
13
Gridiron Partners
Pennsylvania
$797K -$7.31K -378 -0.9%
LCM
14
Landscape Capital Management
New Jersey
$788K +$406K +20,990 +111%
SFS
15
Shaker Financial Services
Virginia
$740K -$28.5K -1,476 -4%
Truist Financial
16
Truist Financial
North Carolina
$627K -$23.5K -1,218 -4%
Bank of America
17
Bank of America
North Carolina
$610K -$10.8K -558 -2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$422K -$14.7K -758 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$416K -$239K -12,368 -37%
DWP
20
Daymark Wealth Partners
Ohio
$390K
WAM
21
Wolverine Asset Management
Illinois
$302K +$7.85K +406 +3%
PWA
22
Physician Wealth Advisors
Utah
$298K
WCM
23
WealthBridge Capital Management
Ohio
$293K +$53.2K +2,750 +23%
NA
24
NewEdge Advisors
Louisiana
$286K +$70.8K +3,664 +34%
HI
25
Harbour Investments
Wisconsin
$270K +$812 +42 +0.3%

PSF Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q2 2024, worth a combined $43.4M — up 3.5% from $41.9M a quarter earlier.

Fund positioning in PSF was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $629K. The largest seller was Osaic Holdings, cutting an estimated $239K.

  • 46 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q2 2024, down from 47 in Q1 2024.
  • Funds reported $43.4M of Cohen & Steers Select Preferred & Income Fund stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 2 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $629K added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q2 2024 was Osaic Holdings, an estimated $239K sold.

Based on aggregated 13F filings for Q2 2024.