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Cohen & Steers REIT and Preferred and Income Fund

77 hedge funds and large institutions have $126M invested in Cohen & Steers REIT and Preferred and Income Fund in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

19% more capital invested

Capital invested by funds: $106M → $126M (+$20.5M)

18% more funds holding

Funds holding: 6577 (+12)

2.7% more ownership

Funds ownership: 13.64%16.35% (+2.7%)

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
26
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$87K -$7.93K -500 -8%
Ameriprise
52
Ameriprise
Minnesota
$77K +$16.2K +1,021 +26%
Deutsche Bank
53
Deutsche Bank
Germany
$75K +$13.1K +825 +21%
Creative Planning
54
Creative Planning
Kansas
$62K -$10.1K -640 -14%
NES
55
New England Securities
New York
$48K
Citigroup
56
Citigroup
New York
$42K -$238K -15,027 -85%
PSI
57
Pinnacle Summer Investments
Virginia
$35K
JIR
58
James Investment Research
Ohio
$31K
ASN
59
Advisory Services Network
Georgia
$31K +$31.7K +2,000 New
GFM
60
Gramercy Funds Management
Connecticut
$31K +$31.7K +2,000 New
MFS
61
MSI Financial Services
Massachusetts
$29K -$27.1K -1,709 -48%
AIG
62
American International Group
New York
$28.9K +$6.34K +400 +28%
M&T Bank
63
M&T Bank
New York
$25K
WA
64
WFG Advisors
Texas
$25K
CHC
65
City Holding Co
West Virginia
$22K +$22.2K +1,400 New
AA
66
AlphaMark Advisors
Kentucky
$18K
CFA
67
Carroll Financial Associates
North Carolina
$15K
JIC
68
Joel Isaacson & Co
New York
$13K +$12.7K +800 New
DADC
69
D.A. Davidson & Co
Montana
$12K
MA
70
MUFG Americas
New York
$11K +$10.9K +687 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$8K
Barclays
72
Barclays
United Kingdom
$8K +$7.93K +500 New
TRCT
73
Tower Research Capital (TRC)
New York
$5K +$4.26K +269 +690%
HDIM
74
Hanson & Doremus Investment Management
Vermont
$4K
CFS
75
Community Financial System
New York
$3K

RNP Hedge Fund Activity: Q4 2013 in Review

77 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q4 2013, worth a combined $126M — up 19% from $106M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RNP positions and 5 closed out — a net gain of 13 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $4.82M. The largest seller was Guggenheim Capital, cutting an estimated $2.56M.

  • 77 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q4 2013, up from 65 in Q3 2013.
  • Funds reported $126M of Cohen & Steers REIT and Preferred and Income Fund stock for Q4 2013, up 19% quarter-over-quarter.
  • 18 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q4 2013 and 5 closed out, a net change of +13 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q4 2013 was Brookfield Corp, an estimated $4.82M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q4 2013 was Guggenheim Capital, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2013.