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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

51 hedge funds and large institutions have $231M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$73.1M +$2.33M +119,824 +3%
Morgan Stanley
2
Morgan Stanley
New York
$60.5M +$1.32M +67,972 +2%
UBS Group
3
UBS Group
Switzerland
$49.9M +$277K +14,251 +0.6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.2M -$72.4K -3,726 -0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$11M +$1.28M +65,728 +13%
Wells Fargo
6
Wells Fargo
California
$3.02M +$923K +47,474 +44%
Cerity Partners
7
Cerity Partners
New York
$2.07M +$57.9K +2,976 +3%
WSFS
8
Wilmington Savings Fund Society
Delaware
$1.57M
Stifel Financial
9
Stifel Financial
Missouri
$1.51M -$151K -7,749 -9%
SFS
10
Shaker Financial Services
Virginia
$1.28M +$274K +14,102 +27%
PFA
11
Pettinga Financial Advisors
Indiana
$1.25M -$287K -14,775 -19%
Corient Private Wealth
12
Corient Private Wealth
Florida
$1.04M -$73.7K -3,791 -7%
LPL Financial
13
LPL Financial
California
$1.02M +$119K +6,101 +13%
OC
14
Oppenheimer & Co
New York
$996K +$34.1K +1,754 +4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$976K +$33.3K +1,715 +4%
WS
16
Wedbush Securities
California
$959K -$186K -9,563 -16%
Lido Advisors
17
Lido Advisors
California
$793K +$84.3K +4,338 +12%
RAM
18
Readystate Asset Management
Illinois
$475K -$558K -28,717 -54%
RA
19
RFG Advisory
Alabama
$464K +$48.5K +2,496 +12%
NA
20
NewEdge Advisors
Louisiana
$463K +$24.8K +1,277 +6%
LA
21
LexAurum Advisors
Kansas
$430K -$195K -10,012 -31%
CW
22
CreativeOne Wealth
Kansas
$421K
WAM
23
Wolverine Asset Management
Illinois
$409K -$16.9K -869 -4%
Comerica Bank
24
Comerica Bank
Texas
$408K -$4.39K -226 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$379K +$379K +19,486 New