Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cohen & Steers Ltd Duration (LDP)

83 + Investors. Track Smart Money conviction in LDP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — LDP

Based on 83 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LDP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
83 hedge funds hold LDP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

47 buying31 selling
Last quarter: 47 funds were net buyers (14 opened a brand new position + 33 added to an existing one). Only 31 were sellers (22 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 13 → 13 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 16% medium ■ 24% new
50 out of 83 hedge funds have held LDP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -20%, value -51%

Value
-51%
Shares
-19%
Last quarter: funds added -20% more shares while total portfolio value only changed -51%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

15 → 5 → 13 → 13 → 14 new funds/Q
New funds entering each quarter: 5 → 13 → 13 → 14. A growing number of institutions are discovering LDP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Of 83 current holders: 55 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
12 of 83 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in LDP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LDP

In 2026 Q1, 47 hedge funds were net buyers of LDP (14 opened a new position, 33 added to an existing one), while 31 reduced or exited (22 trimmed, 9 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in LDP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 83.

Hedge Fund Ownership: LDP

How many hedge funds hold LDP — quarterly history vs. share price
Quarterly hedge fund ownership of LDP vs. share price

Market Analysis: LDP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LDP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cohen & Steers Ltd Duration (LDP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LDP has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
LDP
+4.0%
XLF
+127.2%

LDP outperformed XLF by -123.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
LDP
+2.9%
XLF
+96.7%

Since the filing became public, LDP outperformed XLF by -93.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: LDP
83 + Investors

Track Smart Money conviction in LDP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 83 78 6.41%
13F Shares 8M 10M -19.51%
Total Value $164M $337M -51.33%
New Positions 14 13 +1
Increased Positions 33 26 +7
Closed Positions 9 11 -2
Reduced Positions 22 22 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LDP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Return on Equity (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

83 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LDP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LDP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Glaxis Capital Management, LLC 6.54% 261,800 $5.2M
2 Rareview Capital LLC 1.63% 132,703 $2.8M
3 Oder Investment Management, LLC 1.14% 74,570 $1.5M
4 WJ Financial Advisors LLC 0.94% 58,314 $1.2M
5 Breachway Investments LLC 0.93% 47,880 $973K
6 Thomas J. Herzfeld Advisors, Inc. 0.70% 103,791 $2.1M
7 Shaker Financial Services, LLC 0.65% 92,937 $1.9M
8 PMG Family Office LLC 0.62% 27,750 $554K
9 Greatmark Investment Partners, INC. 0.40% 170,775 $3.4M
10 Smith Asset Management Co., LLC 0.33% 19,016 $380K
11 Chicago Partners Investment Group LLC 0.20% 438,083 $9.2M
12 Everpar Advisors LLC 0.09% 13,290 $265K
13 Logan Stone Capital, LLC 0.08% 14,838 $296K
14 LexAurum Advisors, LLC 0.07% 28,133 $562K
15 Pettinga Financial Advisors LLC 0.06% 14,688 $293K
16 Barrett & Company, INC. 0.05% 7,461 $149K
17 Financial Security Advisor, Inc. 0.05% 13,500 $270K
18 NewEdge Wealth, LLC 0.05% 195,343 $3.9M
19 Belpointe Asset Management LLC 0.03% 44,529 $889K
20 Vermillion Wealth Management, Inc. 0.03% 3,538 $71K
21 Advisors Asset Management, Inc. 0.03% 83,006 $1.7M
22 Pinnacle Financial Partners, Inc. 0.03% 167,427 $3.3M
23 Readystate Asset Management LP 0.02% 26,682 $533K
24 Capital Investment Advisors, LLC 0.02% 55,723 $1.1M
25 Atria Investments, Inc 0.02% 72,767 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cohen & Steers Ltd Duration (LDP)

What does the Smart Money Trend signal show for LDP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LDP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LDP?

More buyers than sellers — 60% buying: Last quarter: 47 funds were net buyers (14 opened a brand new position + 33 added to an existing one). Only 31 were sellers (22 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LDP holders?

Elite ownership — 57% AUM from top-100 funds: 12 of 83 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in LDP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LDP?

60% of holders stayed for 2+ years: 50 out of 83 hedge funds have held LDP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Cohen & Steers Ltd Duration (LDP) following the 2026 Q1 hedge fund 13F filings?

As of today, LDP has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.7% for the XLF sector ETF — an outperformance of -93.8%. Since the quarter end (March 31, 2026), LDP has gained +4.0% vs +127.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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