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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

42 hedge funds and large institutions have $217M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$267K -$10.8K -550 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$253K +$50.9K +2,594 +25%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$221K +$221K +11,284 New
EH
29
Equitable Holdings
New York
$218K +$218K +11,122 New
MWM
30
Modera Wealth Management
New Jersey
$213K +$2.41K +123 +1%
CAN
31
Cetera Advisor Networks
California
$211K +$211K +10,735 New
Millennium Management
32
Millennium Management
New York
$210K +$210K +10,732 New
RFA
33
Register Financial Advisors
Georgia
$166K +$166K +8,467 New
AWM
34
Activest Wealth Management
Florida
$144K +$144K +7,347 New
Osaic Holdings
35
Osaic Holdings
Arizona
$108K -$4K -204 -4%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$74.1K +$10.6K +538 +17%
Wells Fargo
37
Wells Fargo
California
$49K +$49K +2,500 New
HI
38
Harbour Investments
Wisconsin
$49K +$49K +2,500 New
LC
39
Lindbrook Capital
California
$39.2K
NS
40
NBC Securities
Alabama
$19K
PGAM
41
Princeton Global Asset Management
New Jersey
$13.7K
PS
42
Principal Securities
Iowa
$10.3K +$10.3K +525 New
PCM
43
Penserra Capital Management
California
-$6.8M -377,598 Closed
LCM
44
Landscape Capital Management
New Jersey
-$913K -50,707 Closed
WAM
45
Weiss Asset Management
Massachusetts
-$498K -27,669 Closed
QC
46
Quadrature Capital
United Kingdom
-$325K -18,080 Closed
WAM
47
Wolverine Asset Management
Illinois
-$89.7K -4,981 Closed
EC
48
Elequin Capital
New York
-$46.1K -2,560 Closed
US Bancorp
49
US Bancorp
Minnesota
-$18K -1,000 Closed
AF
50
Allworth Financial
California
-$10.8K -600 Closed