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Cohen & Steers REIT and Preferred and Income Fund

77 hedge funds and large institutions have $176M invested in Cohen & Steers REIT and Preferred and Income Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

3.1% less ownership

Funds ownership: 21.09%17.99% (-3.1%)

7% less capital invested

Capital invested by funds: $190M → $176M (-$13.8M)

9% less funds holding

Funds holding: 8577 (-8)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
77
Holders Change
-8
Holders Change %
-9.41%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
29
Reduced
24
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.24M +$240K +12,480 +26%
AA
27
AQR Arbitrage
Connecticut
$1.2M -$1.18M -61,577 -51%
FIMG
28
Financial & Investment Management Group
Michigan
$1.07M -$345K -17,950 -26%
AI
29
Atria Investments
North Carolina
$1.04M -$74.5K -3,875 -7%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.03M +$90.1K +4,686 +10%
IA
31
IFP Advisors
Florida
$1.01M +$834K +43,391 +740%
VFS
32
VSR Financial Services
Kansas
$940K +$157K +8,145 +22%
SMC
33
Smith, Moore & Co
Missouri
$790K -$17.3K -900 -2%
Northern Trust
34
Northern Trust
Illinois
$715K -$96.1K -5,000 -13%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$692K -$28.3K -1,471 -4%
BTS
36
BB&T Securities
Virginia
$632K +$34.5K +1,794 +6%
PVWM
37
Point View Wealth Management
New Jersey
$547K -$23.9K -1,241 -4%
WA
38
WESPAC Advisors
California
$461K +$104K +5,416 +32%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$442K +$43.1K +2,241 +12%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$435K
SCM
41
Stellar Capital Management
Arizona
$413K -$4.32K -225 -1%
CA
42
Cetera Advisors
Colorado
$368K +$64.4K +3,350 +23%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$357K +$35.9K +1,867 +12%
Deutsche Bank
44
Deutsche Bank
Germany
$355K +$192K +10,000 +137%
M&T Bank
45
M&T Bank
New York
$313K -$7.55K -393 -3%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$289K +$50.5K +2,625 +23%
AG
47
Advisor Group
Arizona
$262K +$247K +12,840 New
Stifel Financial
48
Stifel Financial
Missouri
$261K +$244K +12,713 New
Baird Financial Group
49
Baird Financial Group
Wisconsin
$250K +$234K +12,176 New
DIA
50
Dana Investment Advisors
Wisconsin
$236K

RNP Hedge Fund Activity: Q2 2016 in Review

77 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q2 2016, worth a combined $176M — down 7.3% from $190M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RNP and 12 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 29 added.

The largest buyer was McGowan Group Asset Management, adding an estimated $6.43M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $15.4M sold.

  • 77 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q2 2016, down from 85 in Q1 2016.
  • Funds reported $176M of Cohen & Steers REIT and Preferred and Income Fund stock for Q2 2016, down 7.3% quarter-over-quarter.
  • 12 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q2 2016 and 20 closed out, a net change of -8 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q2 2016 was McGowan Group Asset Management, an estimated $6.43M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2016.