Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
10 hedge funds and large institutions have $43.2M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.3M |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
+$7.21M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.41M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.42M |
| 5 |
UR
USCA RIA
Houston,
Texas
|
+$609K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $23.9M | +$23.3M | +919,883 | New |
|
|
WS
2
Wedbush Securities
Los Angeles,
California
| $7.39M | +$7.21M | +284,367 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $6.58M | +$6.41M | +252,976 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $3.51M | +$3.42M | +134,987 | New |
|
|
UR
5
USCA RIA
Houston,
Texas
| $624K | +$609K | +24,000 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $376K | +$367K | +14,461 | New |
|
|
NA
7
NewEdge Advisors
New Orleans,
Louisiana
| $242K | +$236K | +9,300 | New |
|
8
Rockefeller Capital Management
New York
| $234K | +$229K | +9,022 | New |
|
|
BAM
9
Belpointe Asset Management
Reno,
Nevada
| $156K | +$152K | +6,000 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $147K | +$143K | +5,650 | New |
|
PTA Hedge Fund Activity: Q4 2020 in Review
10 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) for Q4 2020, worth a combined $43.2M.
Buyers outnumbered sellers: 10 funds opened new PTA positions and 0 closed out — a net gain of 10 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $23.3M.
- 10 institutional investors held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) as of Q4 2020, up from 0 in Q3 2020.
- Funds reported $43.2M of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund stock for Q4 2020.
- 10 funds opened new Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund positions in Q4 2020 and 0 closed out, a net change of +10 holders.
- The largest Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund buyer in Q4 2020 was Morgan Stanley, an estimated $23.3M added.
Based on aggregated 13F filings for Q4 2020.