Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cohen & Steers Select Pfd & (PSF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — PSF

Based on 57 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PSF 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
57 hedge funds hold PSF 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 — +19% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

25 buying21 selling
Last quarter: 25 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 23% new
30 out of 57 hedge funds have held PSF 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.
➡️

Steady discovery — ~8 new funds/quarter

4 → 7 → 8 → 10 → 8 new funds/Q
New funds entering each quarter: 7 → 8 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 28% newcomers

■ 61% veterans ■ 11% 1-2yr ■ 28% new
Entry-cohort mix of 57 holders: 35 (61%) are 2+ year veterans, 6 entered 1–2 years ago, and 16 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
10 of 57 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PSF. 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 — PSF

In 2026 Q1, 25 hedge funds were net buyers of PSF (8 opened a new position, 17 added to an existing one), while 21 reduced or exited (18 trimmed, 3 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in PSF 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: 57.

Hedge Fund Ownership: PSF

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

Market Analysis: PSF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSF

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PSF
2026 Q2 Stats Unlock in 4 days 56 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 51 9.8%
13F Shares 3M 3M 3.12%
Total Value $63M $64M -1.81%
New Positions 7 9 -2
Increased Positions 17 12 +5
Closed Positions 2 6 -4
Reduced Positions 18 18 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSF

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Institutional Holders (2026 Q2)

56 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PSF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Smith Asset Management Co., LLC 2.05% 129,643 $2.6M
2 Glaxis Capital Management, LLC 2.02% 50,000 $1.0M
3 Gridiron Partners, LLC 0.89% 84,339 $1.7M
4 Shaker Financial Services, LLC 0.62% 98,818 $2.0M
5 Pettinga Financial Advisors LLC 0.26% 80,759 $1.6M
6 Baldwin Wealth Partners LLC/Ma 0.21% 157,153 $3.2M
7 Noble Wealth Management PBC 0.18% 20,055 $404K
8 1607 Capital Partners, LLC 0.11% 62,822 $1.3M
9 WealthBridge Capital Management, LLC 0.11% 27,269 $549K
10 Logan Stone Capital, LLC 0.08% 19,860 $400K
11 Paladin Partners, LLC 0.08% 5,930 $119K
12 Ameriflex Group, INC. 0.03% 3,650 $73K
13 Physician Wealth Advisors, Inc. 0.03% 11,140 $224K
14 Cornerstone Advisory, LLC 0.02% 14,000 $282K
15 Harbour Investments, INC. 0.02% 60,881 $1.2M
16 Kestra Private Wealth Services, LLC 0.01% 48,495 $976K
17 Highland Investment Advisors LLC 0.01% 1,100 $22K
18 Sanctuary Advisors, LLC 0.01% 100,807 $2.0M
19 Fiera Capital Corp 0.01% 103,229 $2.1M
20 Merit Financial Group, LLC 0.01% 55,379 $1.1M
21 Composition Wealth, LLC 0.00% 17,308 $348K
22 Barrett & Company, INC. 0.00% 650 $13K
23 CoreCap Advisors, LLC 0.00% 4,732 $95K
24 Hilltop National Bank 0.00% 600 $12K
25 NewEdge Wealth, LLC 0.00% 12,074 $243K
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 Select Pfd & (PSF)

What does the Smart Money Trend signal show for PSF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PSF 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 PSF?

Slight buying edge — 54% buying: Last quarter: 25 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PSF holders?

Elite ownership — 51% AUM from top-100 funds: 10 of 57 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PSF. 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 PSF?

53% of holders stayed for 2+ years: 30 out of 57 hedge funds have held PSF 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.

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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