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Cohen & Steers REIT and Preferred and Income Fund

76 hedge funds and large institutions have $165M invested in Cohen & Steers REIT and Preferred and Income Fund in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.85% less ownership

Funds ownership: 17.99%17.14% (-0.85%)

1% less funds holding

Funds holding: 7776 (-1)

6% less capital invested

Capital invested by funds: $176M → $165M (-$11.1M)

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
10
Increased
31
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$33.9M +$442K +21,223 +1%
Morgan Stanley
2
Morgan Stanley
New York
$19.3M -$70K -3,359 -0.3%
UBS Group
3
UBS Group
Switzerland
$12.8M +$4.97M +238,623 +60%
CA
4
Cornerstone Advisors
North Carolina
$10.9M -$2.93M -140,765 -21%
Bank of America
5
Bank of America
North Carolina
$8.65M -$2.98M -142,927 -25%
Wells Fargo
6
Wells Fargo
California
$8.46M -$2.11M -101,034 -19%
CP
7
Camelot Portfolios
Ohio
$8.2M +$167K +7,998 +2%
SWP
8
Stratos Wealth Partners
Ohio
$7.92M +$792K +38,004 +11%
LPL Financial
9
LPL Financial
California
$6.3M +$80.3K +3,852 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.31M -$169K -8,088 -3%
Bessemer Group
11
Bessemer Group
New Jersey
$3.48M +$1.15M +55,000 +47%
JHIU
12
Janus Henderson Investors US
Colorado
$2.61M +$438K +21,009 +19%
RJA
13
Raymond James & Associates
Florida
$2.6M +$279K +13,365 +12%
CAN
14
Cetera Advisor Networks
California
$2.49M +$972K +46,613 +61%
BC
15
Bartlett & Co
Ohio
$2.29M -$1.04K -50 -0%
CIA
16
Capital Investment Advisors
Georgia
$2.13M -$36.7K -1,762 -2%
MCM
17
Moore Capital Management
New York
$2.12M
DBT
18
Dubuque Bank & Trust
Iowa
$2.12M +$331K +15,886 +18%
GC
19
Guggenheim Capital
Illinois
$1.95M -$106K -5,072 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.64M +$195K +9,360 +13%
Invesco
21
Invesco
Georgia
$1.41M -$31.2K -1,499 -2%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.29M +$81.8K +3,926 +7%
AI
23
Atria Investments
North Carolina
$1.29M +$303K +14,526 +29%
AAM
24
Advisors Asset Management
Colorado
$1.25M -$3.54M -169,730 -73%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$946K -$64.6K -3,100 -6%

RNP Hedge Fund Activity: Q3 2016 in Review

76 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q3 2016, worth a combined $165M — down 6.3% from $176M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RNP positions and 8 closed out — a net gain of 2 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $4.97M. The largest seller was Advisors Asset Management, cutting an estimated $3.54M.

  • 76 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2016, down from 77 in Q2 2016.
  • Funds reported $165M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2016, down 6.3% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2016 and 8 closed out, a net change of +2 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2016 was UBS Group, an estimated $4.97M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2016 was Advisors Asset Management, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2016.