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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

21 hedge funds and large institutions have $112M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64M +$5.7M +227,716 +10%
Bank of America
2
Bank of America
North Carolina
$15.4M +$1.64M +65,390 +12%
UBS Group
3
UBS Group
Switzerland
$11.4M +$1.04M +41,406 +10%
RCM
4
Rivernorth Capital Management
Florida
$6.87M +$3.79M +151,538 +123%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.22M +$678K +27,108 +19%
WS
6
Wedbush Securities
California
$3.74M +$356K +14,240 +11%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$1.6M +$183K +7,325 +13%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$899K +$667K +26,677 +287%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$600K +$600K +24,000 New
Stifel Financial
10
Stifel Financial
Missouri
$500K -$300K -12,000 -37%
Invesco
11
Invesco
Georgia
$408K +$408K +16,314 New
Osaic Holdings
12
Osaic Holdings
Arizona
$385K -$29.9K -1,198 -7%
Truist Financial
13
Truist Financial
North Carolina
$314K +$314K +12,541 New
NA
14
NewEdge Advisors
Louisiana
$308K
MWM
15
Modera Wealth Management
New Jersey
$250K +$250K +10,000 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$240K +$240K +9,594 New
PCA
17
Pallas Capital Advisors
Massachusetts
$225K -$201K -8,115 -47%
BAM
18
Belpointe Asset Management
Nevada
$181K +$27.9K +1,116 +18%
SSC
19
Syverson Strege & Co
Iowa
$38K
US Bancorp
20
US Bancorp
Minnesota
$25K
Wells Fargo
21
Wells Fargo
California
$25K +$25K +1,000 New
OC
22
Oppenheimer & Co
New York
-$238K -9,400 Closed
NFSG
23
Newbridge Financial Services Group
Florida
-$25K -1,000 Closed