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Cohen & Steers Select Preferred & Income Fund
PSF

44 hedge funds and large institutions have $50.9M invested in Cohen & Steers Select Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $43.4M → $50.9M (+$7.5M)

1.5% more ownership

Funds ownership: 18.23% → 19.72% (+1.5%)

4% less funds holding

Funds holding: 46 → 44 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
20
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.02M
2
SFS
Shaker Financial Services
Virginia
+$898K
3
UBS Group
UBS Group
Switzerland
+$660K
4
Morgan Stanley
Morgan Stanley
New York
+$612K
5
RJA
Raymond James & Associates
Florida
+$379K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$302K
2
LCM
Landscape Capital Management
New Jersey
-$262K
3
CA
Cornerstone Advisory
Maryland
-$227K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$51.5K
5
AWM
Activest Wealth Management
Florida
-$50.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.6M +$612K +30,205 +5%
UBS Group
2
UBS Group
Switzerland
$6.52M +$660K +32,567 +12%
BWP
3
Baldwin Wealth Partners
Massachusetts
$3.22M +$92.4K +4,559 +3%
CA
4
Cornerstone Advisory
Maryland
$3.22M -$227K -11,223 -7%
Invesco
5
Invesco
Georgia
$3.02M +$107K +5,302 +4%
GC
6
Guggenheim Capital
Illinois
$2.72M +$1.02M +50,416 +66%
RJA
7
Raymond James & Associates
Florida
$2.68M +$379K +18,688 +18%
SFS
8
Shaker Financial Services
Virginia
$1.75M +$898K +44,327 +118%
KPWS
9
Kestra Private Wealth Services
Texas
$1.54M +$343K +16,941 +31%
LPL Financial
10
LPL Financial
California
$1.42M -$41.4K -2,044 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.14M +$16.9K +833 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.06M -$51.5K -2,544 -5%
KAS
13
Kestra Advisory Services
Texas
$876K +$1.72K +85 +0.2%
GP
14
Gridiron Partners
Pennsylvania
$864K – – –
Bank of America
15
Bank of America
North Carolina
$744K +$78.6K +3,882 +13%
Truist Financial
16
Truist Financial
North Carolina
$671K -$8.16K -403 -1%
LCM
17
Landscape Capital Management
New Jersey
$578K -$262K -12,913 -32%
WCM
18
WealthBridge Capital Management
Ohio
$554K +$224K +11,050 +75%
DWP
19
Daymark Wealth Partners
Ohio
$530K +$101K +5,000 +25%
Osaic Holdings
20
Osaic Holdings
Arizona
$446K -$4.88K -241 -1%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$442K -$13.8K -683 -3%
Ameriprise
22
Ameriprise
Minnesota
$320K +$43.1K +2,130 +17%
PWA
23
Physician Wealth Advisors
Utah
$310K – – –
NA
24
NewEdge Advisors
Louisiana
$296K -$14.1K -696 -5%
HI
25
Harbour Investments
Wisconsin
$294K +$790 +39 +0.3%
1
2

PSF Hedge Fund Activity: Q3 2024 in Review

44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q3 2024, worth a combined $50.9M — up 17% from $43.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PSF and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 20 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.02M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $302K sold.

  • 44 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q3 2024, down from 46 in Q2 2024.
  • Funds reported $50.9M of Cohen & Steers Select Preferred & Income Fund stock for Q3 2024, up 17% quarter-over-quarter.
  • 1 fund opened new Cohen & Steers Select Preferred & Income Fund positions in Q3 2024 and 3 closed out, a net change of -2 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q3 2024 was Guggenheim Capital, an estimated $1.02M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q3 2024 was Wolverine Asset Management, an estimated $302K sold.

Based on aggregated 13F filings for Q3 2024.