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RFI

Cohen & Steers Total Return Realty Fund

51 hedge funds and large institutions have $36.7M invested in Cohen & Steers Total Return Realty Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $35.8M → $36.7M (+$894K)

0.54% more ownership

Funds ownership: 11.24%11.78% (+0.54%)

0% more funds holding

Funds holding: 5151 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$5.62M -$1.64M -133,144 -22%
Morgan Stanley
2
Morgan Stanley
New York
$5.15M +$67.5K +5,473 +1%
AMI
3
Amica Mutual Insurance
Rhode Island
$3.1M +$2.85M +231,098 +784%
APFBOT
4
Amica Pension Fund Board of Trustees
Rhode Island
$2.44M +$2.25M +182,332 +784%
GC
5
Guggenheim Capital
Illinois
$2.21M -$575K -46,615 -20%
UBS Group
6
UBS Group
Switzerland
$2.11M -$886K -71,854 -29%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.5M -$39.3K -3,187 -2%
CA
8
Cornerstone Advisors
North Carolina
$1.4M -$555K -44,993 -28%
AIG
9
American International Group
New York
$1.24M +$13.8K +1,119 +1%
LPL Financial
10
LPL Financial
California
$1.08M +$106K +8,601 +11%
Wells Fargo
11
Wells Fargo
California
$1.08M -$7.11K -577 -0.6%
SCM
12
Schnieders Capital Management
California
$838K +$13.2K +1,070 +2%
Bank of America
13
Bank of America
North Carolina
$824K -$134K -10,847 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$812K +$64K +5,194 +8%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$669K -$3.22K -261 -0.5%
CAN
16
Cetera Advisor Networks
California
$627K -$149K -12,097 -19%
Invesco
17
Invesco
Georgia
$575K +$143K +11,613 +32%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$556K +$577K +46,770 New
CS
19
Credit Suisse
Switzerland
$553K
COLIM
20
City of London Investment Management
United Kingdom
$430K -$132K -10,728 -23%
ARMT
21
Amica Retiree Medical Trust
Rhode Island
$378K +$348K +28,231 +784%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$348K +$35.2K +2,859 +11%
RJA
23
Raymond James & Associates
Florida
$337K +$68.4K +5,551 +24%
DADC
24
D.A. Davidson & Co
Montana
$313K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$244K +$44.7K +3,628 +21%

RFI Hedge Fund Activity: Q3 2015 in Review

51 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q3 2015, worth a combined $36.7M — up 2.5% from $35.8M a quarter earlier.

Fund positioning in RFI was balanced in Q3 2015: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 15 trimmed.

The largest buyer was Amica Mutual Insurance, adding an estimated $2.85M. The largest seller was Karpus Investment Management, cutting an estimated $1.64M.

  • 51 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $36.7M of Cohen & Steers Total Return Realty Fund stock for Q3 2015, up 2.5% quarter-over-quarter.
  • 4 funds opened new Cohen & Steers Total Return Realty Fund positions in Q3 2015 and 4 closed out, a net change of 0 holders.
  • The largest Cohen & Steers Total Return Realty Fund buyer in Q3 2015 was Amica Mutual Insurance, an estimated $2.85M added.
  • The largest Cohen & Steers Total Return Realty Fund seller in Q3 2015 was Karpus Investment Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2015.