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Cohen & Steers Select Preferred & Income Fund
PSF

53 hedge funds and large institutions have $56.4M invested in Cohen & Steers Select Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

20% more funds holding

Funds holding: 44 → 53 (+9)

11% more capital invested

Capital invested by funds: $50.9M → $56.4M (+$5.53M)

3.96% more ownership

Funds ownership: 19.72% → 23.69% (+4%)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.47M
2
GC
Guggenheim Capital
Illinois
+$1.12M
3
UBS Group
UBS Group
Switzerland
+$968K
4
Morgan Stanley
Morgan Stanley
New York
+$958K
5
PFA
Pettinga Financial Advisors
Indiana
+$524K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$969K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$703K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$442K
4
SFS
Shaker Financial Services
Virginia
-$288K
5
KAS
Kestra Advisory Services
Texas
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.5M +$958K +46,807 +7%
UBS Group
2
UBS Group
Switzerland
$6.95M +$968K +47,296 +16%
GC
3
Guggenheim Capital
Illinois
$3.59M +$1.12M +54,664 +43%
BWP
4
Baldwin Wealth Partners
Massachusetts
$3.4M +$439K +21,420 +14%
Invesco
5
Invesco
Georgia
$3.22M +$457K +22,304 +16%
SAM
6
Smith Asset Management
Florida
$2.74M +$2.84M +138,587 New
Raymond James Financial
7
Raymond James Financial
Florida
$2.67M +$2.77M +135,214 New
CA
8
Cornerstone Advisory
Maryland
$2.09M -$969K -47,309 -31%
KPWS
9
Kestra Private Wealth Services
Texas
$1.61M +$201K +9,796 +14%
SIA
10
Sit Investment Associates
Minnesota
$1.42M +$1.47M +71,863 New
SFS
11
Shaker Financial Services
Virginia
$1.34M -$288K -14,085 -17%
LPL Financial
12
LPL Financial
California
$1.33M +$27.1K +1,326 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.24M +$273K +13,335 +27%
Osaic Holdings
14
Osaic Holdings
Arizona
$904K +$510K +24,887 +120%
GP
15
Gridiron Partners
Pennsylvania
$797K – – –
KAS
16
Kestra Advisory Services
Texas
$651K -$162K -7,914 -19%
Bank of America
17
Bank of America
North Carolina
$641K -$47.3K -2,308 -7%
Truist Financial
18
Truist Financial
North Carolina
$612K -$7.17K -350 -1%
WCM
19
WealthBridge Capital Management
Ohio
$536K +$25.6K +1,250 +5%
PFA
20
Pettinga Financial Advisors
Indiana
$506K +$524K +25,573 New
DWP
21
Daymark Wealth Partners
Ohio
$488K – – –
Wells Fargo
22
Wells Fargo
California
$475K +$340K +16,604 +223%
MG
23
Marex Group
$463K +$480K +23,432 New
LCM
24
Landscape Capital Management
New Jersey
$379K -$159K -7,763 -29%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$376K -$703K -34,320 -64%
1
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PSF Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Select Preferred & Income Fund (PSF) for Q4 2024, worth a combined $56.4M — up 11% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSF positions and 3 closed out — a net gain of 11 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.47M. The largest seller was Cornerstone Advisory, cutting an estimated $969K.

  • 53 institutional investors held Cohen & Steers Select Preferred & Income Fund (PSF) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $56.4M of Cohen & Steers Select Preferred & Income Fund stock for Q4 2024, up 11% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Select Preferred & Income Fund positions in Q4 2024 and 3 closed out, a net change of +11 holders.
  • The largest Cohen & Steers Select Preferred & Income Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $1.47M added.
  • The largest Cohen & Steers Select Preferred & Income Fund seller in Q4 2024 was Cornerstone Advisory, an estimated $969K sold.

Based on aggregated 13F filings for Q4 2024.