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Cohen & Steers REIT and Preferred and Income Fund

65 hedge funds and large institutions have $106M invested in Cohen & Steers REIT and Preferred and Income Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 13.18%13.64% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $109M → $106M (-$3.53M)

3% less funds holding

Funds holding: 6765 (-2)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
18
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$554K +$21.5K +1,320 +4%
SFS
27
Shaker Financial Services
Virginia
$543K -$239K -14,716 -30%
FAT
28
First American Trust
California
$506K +$813 +50 +0.2%
WS
29
Wedbush Securities
California
$414K -$183K -11,234 -30%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$381K +$24.4K +1,500 +6%
CS
31
Credit Suisse
Switzerland
$349K -$163K -10,041 -31%
BOS
32
Bank of Stockton
California
$326K -$874K -53,800 -72%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$315K -$33.3K -2,050 -9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$278K -$56K -3,447 -16%
Citigroup
35
Citigroup
New York
$275K +$241K +14,820 +514%
TFA
36
Transamerica Financial Advisors
Florida
$264K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$227K -$38.6K -2,373 -14%
WAM
38
Winslow Asset Management
Ohio
$191K
CA
39
Cetera Advisors
Colorado
$179K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$173K +$181K +11,133 New
Nomura Holdings
41
Nomura Holdings
Japan
$164K +$172K +10,567 New
HCM
42
Highlander Capital Management
New Jersey
$154K
AFC
43
AFT Forsyth & Company
Florida
$145K
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$133K -$80.3K -4,939 -36%
FAM
45
Formidable Asset Management
Ohio
$126K +$130K +8,000 New
PTC
46
Private Trust Company
Ohio
$94K
Creative Planning
47
Creative Planning
Kansas
$71K +$13.6K +838 +23%
Deutsche Bank
48
Deutsche Bank
Germany
$61K -$141K -8,671 -68%
Ameriprise
49
Ameriprise
Minnesota
$60K -$32.5K -2,000 -34%
MFS
50
MSI Financial Services
Massachusetts
$56K -$618 -38 -1%

RNP Hedge Fund Activity: Q3 2013 in Review

65 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q3 2013, worth a combined $106M — down 3.2% from $109M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RNP and 7 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 18 added.

The largest buyer was Cornerstone Advisors, adding an estimated $3.4M. The largest seller was Guggenheim Capital, cutting an estimated $1.84M.

  • 65 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2013, down from 67 in Q2 2013.
  • Funds reported $106M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2013, down 3.2% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2013 and 9 closed out, a net change of -2 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2013 was Cornerstone Advisors, an estimated $3.4M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2013 was Guggenheim Capital, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2013.