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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

53 hedge funds and large institutions have $235M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
19
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$70M +$4.95M +257,385 +8%
Morgan Stanley
2
Morgan Stanley
New York
$58.5M -$5.91M -307,610 -9%
UBS Group
3
UBS Group
Switzerland
$49.1M +$4.26M +221,838 +10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.1M -$2.08M -108,005 -14%
Raymond James Financial
5
Raymond James Financial
Florida
$9.61M +$9.61M +500,048 New
RCM
6
Rivernorth Capital Management
Florida
$7.12M +$7.12M +370,242 New
LSC
7
Logan Stone Capital
Illinois
$2.34M +$2.34M +121,691 New
Wells Fargo
8
Wells Fargo
California
$2.07M +$2.05M +106,690 +10,669%
Cerity Partners
9
Cerity Partners
New York
$2M -$45.8K -2,376 -2%
Stifel Financial
10
Stifel Financial
Missouri
$1.64M +$2.58K +134 +0.2%
WSFS
11
Wilmington Savings Fund Society
Delaware
$1.55M
PFA
12
Pettinga Financial Advisors
Indiana
$1.52M +$1.52M +79,275 New
WS
13
Wedbush Securities
California
$1.13M +$159K +8,244 +16%
Corient Private Wealth
14
Corient Private Wealth
Florida
$1.1M -$81.9K -4,261 -7%
RAM
15
Readystate Asset Management
Illinois
$1.02M +$1.02M +53,136 New
SFS
16
Shaker Financial Services
Virginia
$994K +$622K +32,388 +168%
PAMP
17
Polar Asset Management Partners
Ontario, Canada
$961K +$961K +50,000 New
OC
18
Oppenheimer & Co
New York
$951K +$99.6K +5,183 +12%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$932K -$89.1K -4,636 -9%
LPL Financial
20
LPL Financial
California
$893K +$184K +9,577 +26%
Lido Advisors
21
Lido Advisors
California
$700K +$39.5K +2,055 +6%
LA
22
LexAurum Advisors
Kansas
$618K +$1.67K +87 +0.3%
IAA
23
Independent Advisor Alliance
North Carolina
$604K +$604K +31,435 New
Walleye Capital
24
Walleye Capital
New York
$478K +$478K +24,886 New
SA
25
Sanctuary Advisors
Indiana
$461K -$1.03M -51,609 -69%