Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
PTA
40 hedge funds and large institutions have $265M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
7.05% more ownership
Funds ownership: 19.58% → 26.64% (+7.1%)
Holders
40
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$51.6M | |
| 2 | +$5.24M | |
| 3 | +$4.45M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.55M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.18M |
Top Sellers
| 1 | -$509K | |
| 2 | -$488K | |
| 3 | -$350K | |
| 4 |
RDWM
Red Door Wealth Management
Memphis,
Tennessee
|
-$276K |
| 5 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$221K |