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Cohen & Steers REIT and Preferred and Income Fund

82 hedge funds and large institutions have $197M invested in Cohen & Steers REIT and Preferred and Income Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

14% more capital invested

Capital invested by funds: $172M → $197M (+$24.9M)

14% more funds holding

Funds holding: 7282 (+10)

1.57% more ownership

Funds ownership: 20.75%22.32% (+1.6%)

Holders
82
Holders Change
+10
Holders Change %
+13.89%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
14
Increased
28
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$23.8M +$1.06M +59,387 +5%
Morgan Stanley
2
Morgan Stanley
New York
$17.6M -$1.28M -71,826 -7%
PPA
3
Parametric Portfolio Associates
Washington
$14.3M -$73.7K -4,122 -0.5%
CA
4
Cornerstone Advisors
North Carolina
$14.2M -$1.01M -56,484 -7%
AAM
5
Advisors Asset Management
Colorado
$13.3M -$6.74M -376,847 -34%
Bank of America
6
Bank of America
North Carolina
$11.6M +$50.8K +2,840 +0.5%
LPL Financial
7
LPL Financial
California
$10.8M +$5.63M +314,967 +118%
CP
8
Camelot Portfolios
Ohio
$7.96M +$464K +25,944 +6%
MC
9
Matisse Capital
Oregon
$7.85M +$7.61M +425,727 New
Wells Fargo
10
Wells Fargo
California
$7.08M +$450K +25,181 +7%
WAM
11
Wolverine Asset Management
Illinois
$5.47M -$1.21M -67,652 -19%
UBS Group
12
UBS Group
Switzerland
$4.56M +$515K +28,833 +13%
RCM
13
Rivernorth Capital Management
Florida
$4.33M +$217K +12,131 +5%
MIG
14
Mariner Investment Group
New York
$4.25M -$528K -29,532 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.85M +$305K +17,079 +9%
COLIM
16
City of London Investment Management
United Kingdom
$3.75M -$882K -49,346 -19%
AA
17
AQR Arbitrage
Connecticut
$2.37M -$39.4K -2,206 -2%
SWP
18
Stratos Wealth Partners
Ohio
$2.31M +$7.03K +393 +0.3%
GC
19
Guggenheim Capital
Illinois
$2.13M -$10.7K -599 -0.5%
BC
20
Bartlett & Co
Ohio
$2.08M +$10.7K +600 +0.5%
CIA
21
Capital Investment Advisors
Georgia
$2.06M -$97.4K -5,446 -5%
MCM
22
Moore Capital Management
New York
$1.99M +$1.93M +107,850 New
Invesco
23
Invesco
Georgia
$1.85M -$392K -21,915 -18%
RJA
24
Raymond James & Associates
Florida
$1.74M -$142K -7,920 -8%
LCM
25
Landscape Capital Management
New Jersey
$1.74M +$1.07M +59,590 +173%

RNP Hedge Fund Activity: Q4 2015 in Review

82 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q4 2015, worth a combined $197M — up 14% from $172M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RNP positions and 4 closed out — a net gain of 10 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.63M. The largest seller was Advisors Asset Management, cutting an estimated $6.74M.

  • 82 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q4 2015, up from 72 in Q3 2015.
  • Funds reported $197M of Cohen & Steers REIT and Preferred and Income Fund stock for Q4 2015, up 14% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q4 2015 and 4 closed out, a net change of +10 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q4 2015 was LPL Financial, an estimated $5.63M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q4 2015 was Advisors Asset Management, an estimated $6.74M sold.

Based on aggregated 13F filings for Q4 2015.