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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

39 hedge funds and large institutions have $211M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$400K +$40.2K +1,830 +11%
LSC
27
Logan Stone Capital
Illinois
$349K -$1.49M -67,684 -81%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$330K -$264K -12,000 -44%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$294K +$294K +13,369 New
LA
30
LexAurum Advisors
Kansas
$255K +$255K +11,600 New
SFS
31
Shaker Financial Services
Virginia
$220K -$231K -10,500 -51%
MWM
32
Modera Wealth Management
New Jersey
$220K
BAM
33
Belpointe Asset Management
Nevada
$186K +$2.8K +127 +2%
AWM
34
Activest Wealth Management
Florida
$136K +$3.19K +145 +2%
Wells Fargo
35
Wells Fargo
California
$103K +$81K +3,680 +368%
US Bancorp
36
US Bancorp
Minnesota
$22K
IA
37
IFP Advisors
Florida
$15K +$15K +656 New
PGAM
38
Princeton Global Asset Management
New Jersey
$15K +$15K +700 New
CIAS
39
CFS Investment Advisory Services
New Jersey
$3K +$3K +65,910 New
Nomura Holdings
40
Nomura Holdings
Japan
-$336K -14,000 Closed
Truist Financial
41
Truist Financial
North Carolina
-$302K -12,561 Closed
NWM
42
NEIRG Wealth Management
Massachusetts
-$247K -10,275 Closed
OC
43
Oppenheimer & Co
New York
-$204K -8,500 Closed
Bessemer Group
44
Bessemer Group
New Jersey
-$26K -1,080 Closed
AIM
45
AHL Investment Management
Florida
-$25K -1,028 Closed
AIP
46
Ahrens Investment Partners
Louisiana
-$12K -500 Closed
SFM
47
Signet Financial Management
New Jersey
-$5K -225 Closed