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
↑ +6
Streak
2Q ▲
Buyers last Q
56%

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 — 56% buying

25 buying20 selling
Last quarter: 25 funds bought or added vs 20 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 → 9 → 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 → 9 → 8 new funds/Q
New funds entering each quarter: 7 → 8 → 9 → 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
9 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 20 reduced or exited (18 trimmed, 2 sold completely) — a 56% 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: +6 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

-- --

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

Is It Too Late to Buy Cohen & Steers Select Pfd & (PSF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PSF 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 · 88d ago
PSF
+2.3%
XLF
nan%

PSF outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
PSF
+3.6%
XLF
nan%

Since the filing became public, PSF outperformed XLF by nan% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PSF
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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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:
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 2.17% 130,560 $2.5M
2 Glaxis Capital Management, LLC 1.11% 45,800 $888K
3 Shaker Financial Services, LLC 0.53% 77,794 $1.5M
4 Gridiron Partners, LLC 0.40% 34,086 $661K
5 Baldwin Wealth Partners LLC/Ma 0.23% 160,817 $3.1M
6 Noble Wealth Management PBC 0.17% 17,230 $334K
7 1607 Capital Partners, LLC 0.16% 111,784 $2.2M
8 Pettinga Financial Advisors LLC 0.15% 40,147 $778K
9 Logan Stone Capital, LLC 0.13% 24,731 $480K
10 Arlington Capital Management, Inc. 0.12% 11,254 $218K
11 WealthBridge Capital Management, LLC 0.12% 27,269 $529K
12 Paladin Partners, LLC 0.08% 5,930 $115K
13 Cornerstone Advisory, LLC 0.04% 20,000 $388K
14 Ameriflex Group, INC. 0.04% 3,650 $71K
15 Physician Wealth Advisors, Inc. 0.03% 11,140 $216K
16 Harbour Investments, INC. 0.02% 60,881 $1.2M
17 Kestra Private Wealth Services, LLC 0.01% 58,915 $1.1M
18 Guggenheim Capital LLC 0.01% 88,000 $1.7M
19 Readystate Asset Management LP 0.01% 13,536 $262K
20 Sanctuary Advisors, LLC 0.01% 91,883 $1.8M
21 Merit Financial Group, LLC 0.01% 55,135 $1.1M
22 Fiera Capital Corp 0.01% 99,917 $1.9M
23 Composition Wealth, LLC 0.00% 17,848 $346K
24 Barrett & Company, INC. 0.00% 650 $13K
25 CoreCap Advisors, LLC 0.00% 4,732 $92K
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 — 56% buying: Last quarter: 25 funds bought or added vs 20 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: 9 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.

Is it too late to buy Cohen & Steers Select Pfd & (PSF) following the 2026 Q1 hedge fund 13F filings?

As of today, PSF has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PSF has gained +2.3% vs nan% 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.

Full history →