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Cohen & Steers REIT and Preferred and Income Fund

73 hedge funds and large institutions have $151M invested in Cohen & Steers REIT and Preferred and Income Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 17.44%17.6% (+0.16%)

3% less capital invested

Capital invested by funds: $157M → $151M (-$5.25M)

8% less funds holding

Funds holding: 7973 (-6)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
3
Increased
22
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$30.2M +$6.79M +374,042 +28%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M +$1.78M +97,961 +11%
PPA
3
Parametric Portfolio Associates
Washington
$13.6M +$290K +15,993 +2%
CA
4
Cornerstone Advisors
North Carolina
$13.1M -$54.4K -3,000 -0.4%
CP
5
Camelot Portfolios
Ohio
$7.65M +$809K +44,565 +11%
Bank of America
6
Bank of America
North Carolina
$6.79M +$1.09M +60,254 +18%
LPL Financial
7
LPL Financial
California
$5.77M +$32.5K +1,790 +0.5%
Wells Fargo
8
Wells Fargo
California
$5.27M -$495K -27,289 -8%
RCM
9
Rivernorth Capital Management
Florida
$5.12M -$152K -8,400 -3%
BTS
10
BB&T Securities
Virginia
$5.11M +$28.8K +1,585 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.68M +$643K +35,417 +15%
GC
12
Guggenheim Capital
Illinois
$3.6M -$769K -42,350 -17%
Invesco
13
Invesco
Georgia
$3.3M -$170K -9,375 -5%
U
14
UBS
Switzerland
$2.93M +$23.6K +1,300 +0.8%
CIA
15
Capital Investment Advisors
Georgia
$2.39M -$161K -8,853 -6%
CS
16
Credit Suisse
Switzerland
$2.36M -$51.2K -2,823 -2%
AQR Capital Management
17
AQR Capital Management
Connecticut
$2.12M -$360K -19,845 -14%
BC
18
Bartlett & Co
Ohio
$1.91M +$64K +3,525 +3%
RJA
19
Raymond James & Associates
Florida
$1.7M -$200K -11,019 -10%
CAN
20
Cetera Advisor Networks
California
$1.49M +$85K +4,684 +6%
GFM
21
Gramercy Funds Management
Connecticut
$1.32M
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$1.29M
Northern Trust
23
Northern Trust
Illinois
$969K
COLIM
24
City of London Investment Management
United Kingdom
$861K -$328K -18,090 -27%
First Trust Advisors
25
First Trust Advisors
Illinois
$849K +$18.6K +1,024 +2%

RNP Hedge Fund Activity: Q3 2014 in Review

73 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q3 2014, worth a combined $151M — down 3.4% from $157M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RNP and 3 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 22 added.

The largest buyer was Advisors Asset Management, adding an estimated $6.79M. The largest seller was Wolverine Asset Management, cutting an estimated $4.57M.

  • 73 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2014, down from 79 in Q2 2014.
  • Funds reported $151M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2014, down 3.4% quarter-over-quarter.
  • 3 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2014 and 9 closed out, a net change of -6 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2014 was Advisors Asset Management, an estimated $6.79M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2014 was Wolverine Asset Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q3 2014.