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Cohen & Steers REIT and Preferred and Income Fund

78 hedge funds and large institutions have $139M invested in Cohen & Steers REIT and Preferred and Income Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $126M → $139M (+$13M)

1% more funds holding

Funds holding: 7778 (+1)

0.36% more ownership

Funds ownership: 16.35%16.7% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
27
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$15.9M +$5.4M +327,518 +54%
Morgan Stanley
2
Morgan Stanley
New York
$14.7M -$1.6M -96,782 -10%
PPA
3
Parametric Portfolio Associates
Washington
$11.9M +$1.54M +93,105 +15%
CA
4
Cornerstone Advisors
North Carolina
$10.1M +$1.51M +91,211 +18%
Bank of America
5
Bank of America
North Carolina
$7.09M +$1.05M +63,373 +18%
Wells Fargo
6
Wells Fargo
California
$6.35M +$418K +25,307 +7%
CP
7
Camelot Portfolios
Ohio
$6.33M -$295K -17,878 -5%
GC
8
Guggenheim Capital
Illinois
$5.35M -$2.19M -132,678 -30%
LPL Financial
9
LPL Financial
California
$5.35M -$6.67K -404 -0.1%
WAM
10
Wolverine Asset Management
Illinois
$5.25M -$1.55M -93,721 -23%
BC
11
Brookfield Corp
Ontario, Canada
$5.17M
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$4.65M -$2.41M -146,300 -35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.63M +$386K +23,382 +12%
Invesco
14
Invesco
Georgia
$3.02M -$290K -17,568 -9%
U
15
UBS
Switzerland
$2.87M +$304K +18,440 +12%
CIA
16
Capital Investment Advisors
Georgia
$2.64M -$108K -6,545 -4%
BTS
17
BB&T Securities
Virginia
$2.57M +$1.49K +90 +0.6%
RCM
18
Rivernorth Capital Management
Florida
$2.44M +$185K +11,200 +8%
CS
19
Credit Suisse
Switzerland
$2.38M -$42.7K -2,587 -2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.96M +$94.6K +5,734 +5%
RJA
21
Raymond James & Associates
Florida
$1.85M -$349K -21,147 -16%
BC
22
Bartlett & Co
Ohio
$1.72M +$256K +15,500 +18%
DA
23
Doliver Advisors
Texas
$1.32M +$940K +56,993 +275%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.27M
COLIM
25
City of London Investment Management
United Kingdom
$1.15M +$14.8K +900 +1%

RNP Hedge Fund Activity: Q1 2014 in Review

78 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2014, worth a combined $139M — up 10% from $126M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RNP positions and 9 closed out — a net gain of 1 holder — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $5.4M. The largest seller was 1832 Asset Management, cutting an estimated $2.41M.

  • 78 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2014, up from 77 in Q4 2013.
  • Funds reported $139M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2014, up 10% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2014 and 9 closed out, a net change of +1 holder.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2014 was Advisors Asset Management, an estimated $5.4M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2014 was 1832 Asset Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q1 2014.