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Cohen & Steers Quality Income Realty Fund

81 hedge funds and large institutions have $223M invested in Cohen & Steers Quality Income Realty Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $209M → $223M (+$14.4M)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0.22% more ownership

Funds ownership: 17.78%18% (+0.22%)

8% less funds holding

Funds holding: 8881 (-7)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
81
Holders Change
-7
Holders Change %
-7.95%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
24
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.8M +$152K +13,634 +0.4%
Bank of America
2
Bank of America
North Carolina
$40.5M +$2.96M +264,956 +8%
MGAM
3
McGowan Group Asset Management
Texas
$18.8M +$341K +30,544 +2%
AAM
4
Advisors Asset Management
Colorado
$18.4M +$3.48M +311,493 +24%
Wells Fargo
5
Wells Fargo
California
$15.8M +$2.94M +263,279 +23%
Invesco
6
Invesco
Georgia
$8.43M -$493K -44,150 -6%
UBS Group
7
UBS Group
Switzerland
$7.33M +$393K +35,209 +6%
CTC
8
Central Trust Company
Missouri
$7.11M +$9.54K +855 +0.1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.93M +$4.41M +394,838 +303%
CA
10
Cornerstone Advisors
North Carolina
$5.89M -$3.27M -292,747 -36%
RJA
11
Raymond James & Associates
Florida
$5.32M +$1.08M +96,429 +26%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$4.58M +$4.53M +406,291 New
LPL Financial
13
LPL Financial
California
$4.25M -$177K -15,890 -4%
AA
14
AQR Arbitrage
Connecticut
$3.95M -$860K -77,087 -18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.79M +$128K +11,439 +5%
KIM
16
Karpus Investment Management
New York
$2.78M -$397K -35,533 -13%
GC
17
Guggenheim Capital
Illinois
$2.77M +$360K +32,239 +15%
RIL
18
Rothschild Investment LLC
Illinois
$2.4M -$11.2K -1,000 -0.5%
OC
19
Oppenheimer & Co
New York
$2.11M -$63.1K -5,658 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.85M +$96K +8,606 +6%
BC
21
Burney Company
Virginia
$1.73M -$121K -10,829 -7%
Ameriprise
22
Ameriprise
Minnesota
$1.45M +$336K +30,149 +31%
VFS
23
VSR Financial Services
Kansas
$1.27M +$410K +36,735 +48%
RA
24
RMR Advisors
Massachusetts
$1.13M
1CP
25
1607 Capital Partners
Virginia
$850K -$34.6K -3,100 -4%

RQI Hedge Fund Activity: Q3 2015 in Review

81 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q3 2015, worth a combined $223M — up 6.9% from $209M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of RQI and 10 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 24 added.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $4.53M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $3.84M sold.

  • 81 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q3 2015, down from 88 in Q2 2015.
  • Funds reported $223M of Cohen & Steers Quality Income Realty Fund stock for Q3 2015, up 6.9% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q3 2015 and 16 closed out, a net change of -6 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q3 2015 was Bank of Nova Scotia, an estimated $4.53M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q3 2015 was Clough Capital Partners, an estimated $3.84M sold.

Based on aggregated 13F filings for Q3 2015.