Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
PTA
41 hedge funds and large institutions have $236M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Holders
41
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$7.89M | |
| 2 | +$2.56M | |
| 3 | +$1.7M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$546K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$326K |
Top Sellers
| 1 | -$5.76M | |
| 2 | -$1.78M | |
| 3 | -$1.21M | |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$579K |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$330K |