Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COHEN & STEERS CLOSED-END (FOF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — FOF

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

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FOF 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
57 funds currently hold this stock — 93% of the 3.0-year high of 61 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold FOF compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

25 buying27 selling
Last quarter: 27 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 7 → 9. 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+) ■ 25% medium ■ 16% new
34 out of 57 hedge funds have held FOF 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 — ~9 new funds/quarter

8 → 8 → 7 → 7 → 9 new funds/Q
New funds entering each quarter: 8 → 7 → 7 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 18% 1-2yr ■ 18% new
Of 57 current holders: 37 (65%) 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 — 68% AUM from top-100 funds

68% from top-100 AUM funds
10 of 57 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in FOF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — FOF

In 2026 Q1, 25 hedge funds were net buyers of FOF (9 opened a new position, 16 added to an existing one), while 27 reduced or exited (19 trimmed, 8 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 68% of total institutional value in FOF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 57.

Hedge Fund Ownership: FOF

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

Market Analysis: FOF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FOF

-- --

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

Is It Too Late to Buy COHEN & STEERS CLOSED-END (FOF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FOF 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 · 57d ago
FOF
+7.5%
XLF
+5.0%

FOF outperformed XLF by +2.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
FOF
-0.2%
XLF
+1.5%

Since the filing became public, FOF outperformed XLF by -1.7% .

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
0.2
/ 10
conviction
Hedge Fund Positioning: FOF
57 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 57 56 1.79%
13F Shares 5M 6M -5.76%
Total Value $66M $73M -9.17%
New Positions 9 7 +2
Increased Positions 16 16 -
Closed Positions 8 11 -3
Reduced Positions 19 17 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FOF

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Institutional Holders (2026 Q1)

57 + investors

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

QUARTER:
Top 25 institutional holders of FOF — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financial Alternatives, Inc 0.30% 43,796 $562K
2 Saxony Capital Management, LLC 0.19% 26,002 $334K
3 Kapstone Financial Advisors LLC 0.15% 23,690 $304K
4 Bay Capital Advisors, LLC 0.08% 10,000 $128K
5 NWF Advisory Services Inc. 0.07% 50,581 $649K
6 Shaker Financial Services, LLC 0.07% 16,217 $208K
7 SILVERLAKE WEALTH MANAGEMENT LLC 0.03% 11,537 $148K
8 Strategic Wealth Partners, Ltd. 0.02% 21,147 $271K
9 Sargent Investment Group, LLC 0.02% 10,085 $129K
10 SMITH, MOORE & CO. 0.01% 15,188 $195K
11 Daytona Street Capital LLC 0.01% 1,000 $13K
12 WEDBUSH SECURITIES INC 0.01% 25,206 —
13 Virtu Financial LLC 0.01% 17,545 —
14 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% 22,026 $283K
15 Clearstead Advisors, LLC 0.01% 52,818 $678K
16 OSAIC HOLDINGS, INC. 0.00% 230,483 $3.0M
17 Private Advisor Group, LLC 0.00% 70,085 $899K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 208,084 $2.7M
19 Dakota Wealth Management 0.00% 13,123 $168K
20 Costello Asset Management, INC 0.00% 600 $8K
21 PRINCIPAL SECURITIES, INC. 0.00% 13,550 $174K
22 Mariner, LLC 0.00% 166,302 $2.1M
23 CoreCap Advisors, LLC 0.00% 5,573 $72K
24 LPL Financial LLC 0.00% 632,871 $8.1M
25 BENJAMIN EDWARDS INC 0.00% 15,242 $196K
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 CLOSED-END (FOF)

What does the Smart Money Trend signal show for FOF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FOF 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 FOF?

More sellers than buyers — 48% buying: Last quarter: 27 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FOF holders?

Elite ownership — 68% AUM from top-100 funds: 10 of 57 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in FOF. 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 FOF?

60% of holders stayed for 2+ years: 34 out of 57 hedge funds have held FOF 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 CLOSED-END (FOF) following the 2026 Q1 hedge fund 13F filings?

As of today, FOF has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLF sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), FOF has gained +7.5% vs +5.0% 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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