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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA

Overview Fund Activity

45 hedge funds and large institutions have $208M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$38.3M
2
RCM
2
Rivernorth Capital Management
Florida
$12.1M
3
Bank of America
3
Bank of America
North Carolina
$19.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.36M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.5M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$13.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$181K
3
LSC
3
Logan Stone Capital
Illinois
$540K
4
SA
4
Shilanski & Associates
Alaska
$0
5
PCMC
5
Private Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
51
Bessemer Group
New Jersey
– -$18K -1,009 Closed
GI
52
Gradient Investments
Minnesota
– -$11K -595 Closed
1 2
3