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Cohen & Steers REIT and Preferred and Income Fund

72 hedge funds and large institutions have $172M invested in Cohen & Steers REIT and Preferred and Income Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.71% less ownership

Funds ownership: 21.46%20.75% (-0.71%)

4% less capital invested

Capital invested by funds: $180M → $172M (-$7.98M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 7472 (-2)

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
10
Increased
29
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$21.3M +$639K +36,287 +3%
AAM
2
Advisors Asset Management
Colorado
$19M -$4.33M -245,978 -18%
Morgan Stanley
3
Morgan Stanley
New York
$17.8M +$590K +33,525 +3%
CA
4
Cornerstone Advisors
North Carolina
$14.3M +$1.87M +106,300 +15%
PPA
5
Parametric Portfolio Associates
Washington
$13.5M -$495K -28,102 -3%
Bank of America
6
Bank of America
North Carolina
$10.8M +$154K +8,754 +1%
CP
7
Camelot Portfolios
Ohio
$7.03M +$39K +2,215 +0.5%
WAM
8
Wolverine Asset Management
Illinois
$6.31M +$72.4K +4,112 +1%
Wells Fargo
9
Wells Fargo
California
$6.22M -$490K -27,806 -7%
LPL Financial
10
LPL Financial
California
$4.66M -$1.58M -89,844 -25%
MIG
11
Mariner Investment Group
New York
$4.51M
COLIM
12
City of London Investment Management
United Kingdom
$4.39M +$352K +20,000 +9%
RCM
13
Rivernorth Capital Management
Florida
$3.86M +$1.94M +110,449 +98%
UBS Group
14
UBS Group
Switzerland
$3.79M +$368K +20,874 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.33M +$168K +9,538 +5%
AA
16
AQR Arbitrage
Connecticut
$2.27M +$338K +19,211 +17%
SWP
17
Stratos Wealth Partners
Ohio
$2.16M -$185K -10,523 -8%
Invesco
18
Invesco
Georgia
$2.12M -$7.54K -428 -0.3%
CIA
19
Capital Investment Advisors
Georgia
$2.03M -$153K -8,699 -7%
GC
20
Guggenheim Capital
Illinois
$2.02M -$322K -18,265 -14%
BC
21
Bartlett & Co
Ohio
$1.94M +$11.4K +650 +0.6%
RJA
22
Raymond James & Associates
Florida
$1.77M +$46.1K +2,618 +3%
AI
23
Atria Investments
North Carolina
$1.33M +$31.3K +1,780 +2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.28M -$3.52K -200 -0.3%
DBT
25
Dubuque Bank & Trust
Iowa
$1.22M +$1.24M +70,354 New

RNP Hedge Fund Activity: Q3 2015 in Review

72 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q3 2015, worth a combined $172M — down 4.4% from $180M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of RNP and 10 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 29 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.94M. The largest seller was Advisors Asset Management, cutting an estimated $4.33M.

  • 72 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2015, down from 74 in Q2 2015.
  • Funds reported $172M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2015, down 4.4% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2015 and 11 closed out, a net change of -1 holder.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2015 was Rivernorth Capital Management, an estimated $1.94M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2015 was Advisors Asset Management, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2015.