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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

41 hedge funds and large institutions have $189M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$263K -$9.83K -550 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$235K +$235K +13,123 New
VF
28
Virtu Financial
New York
$220K +$220K +12,310 New
MWM
29
Modera Wealth Management
New Jersey
$185K +$1.95K +109 +1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$135K +$135K +7,559 New
AWM
31
Activest Wealth Management
Florida
$115K +$1.57K +91 +1%
BAM
32
Belpointe Asset Management
Nevada
$60.6K +$876 +49 +1%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$56.7K -$126K -7,062 -69%
SS
34
Sunbelt Securities
Texas
$34.6K +$34.6K +2,000 New
US Bancorp
35
US Bancorp
Minnesota
$17.9K
AW
36
Avion Wealth
Texas
$17K
BWA
37
BDO Wealth Advisors
Florida
$15.7K +$15.7K +879 New
PGAM
38
Princeton Global Asset Management
New Jersey
$12.5K
EC
39
Elequin Capital
New York
$5.84K -$866K -48,448 -99%
EWA
40
EverSource Wealth Advisors
Alabama
$1.66K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$481 +$40 +2,263 +9%
RCM
42
Rivernorth Capital Management
Florida
-$12.1M -686,730 Closed
PCM
43
Penserra Capital Management
California
-$9.53M -539,447 Closed
AFS
44
Access Financial Services
Minnesota
-$1.12M -63,349 Closed
LSC
45
Logan Stone Capital
Illinois
-$540K -44,977 Closed
WAM
46
Weiss Asset Management
Massachusetts
-$700K -39,596 Closed
LCM
47
Landscape Capital Management
New Jersey
-$659K -37,295 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$209K -11,854 Closed
MCC
49
Money Concepts Capital
Florida
-$195K -11,016 Closed
WAM
50
Wolverine Asset Management
Illinois
-$159K -9,024 Closed