Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
PTA
51 hedge funds and large institutions have $231M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Holders
51
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.33M | |
| 2 | +$1.32M | |
| 3 | +$1.28M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$923K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$379K |
Top Sellers
| 1 | -$7.12M | |
| 2 | -$2.34M | |
| 3 | -$961K | |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$604K |
| 5 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$558K |
