Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cohen & Steers Ltd Duration (LDP)

81 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
59%

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.
🟡

Slight buying edge — 59% buying

47 buying32 selling
Last quarter: 47 funds bought or added vs 32 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 13 → 14 → 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 → 14 → 14 new funds/Q
New funds entering each quarter: 5 → 13 → 14 → 14. A growing number of institutions are discovering LDP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Entry-cohort mix of 83 holders: 55 (66%) are 2+ year veterans, 9 entered 1–2 years ago, and 19 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
14 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 32 reduced or exited (22 trimmed, 10 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 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: +4 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

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: LDP
81 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 81 83 -2.41%
13F Shares 9M 8M 4.31%
Total Value $181M $164M 10.14%
New Positions 9 14 -5
Increased Positions 34 33 +1
Closed Positions 11 10 +1
Reduced Positions 23 22 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LDP

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Institutional Holders (2026 Q2)

81 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Glaxis Capital Management, LLC 11.48% 270,000 $5.7M
2 Rareview Capital LLC 1.71% 145,557 $3.1M
3 Breachway Investments LLC 1.51% 47,512 $1.0M
4 Oder Investment Management, LLC 1.10% 77,589 $1.6M
5 WJ Financial Advisors LLC 1.03% 65,947 $1.4M
6 Thomas J. Herzfeld Advisors, Inc. 0.89% 137,739 $2.9M
7 PMG Family Office LLC 0.57% 29,361 $621K
8 Greatmark Investment Partners, INC. 0.39% 168,275 $3.6M
9 Smith Asset Management Co., LLC 0.30% 18,109 $383K
10 Shaker Financial Services, LLC 0.24% 36,611 $775K
11 Independent Wealth Network Inc. 0.20% 36,395 $770K
12 Chicago Partners Investment Group LLC 0.19% 468,773 $9.7M
13 Everpar Advisors LLC 0.08% 13,290 $281K
14 LexAurum Advisors, LLC 0.06% 24,964 $528K
15 Advisors Asset Management, Inc. 0.06% 181,455 $3.8M
16 Atria Investments, Inc 0.05% 246,045 $5.2M
17 Financial Security Advisor, Inc. 0.05% 13,500 $286K
18 Sanctuary Advisors, LLC 0.03% 295,463 $6.3M
19 NewEdge Wealth, LLC 0.02% 116,907 $2.5M
20 Pinnacle Financial Partners, Inc. 0.02% 168,135 $3.6M
21 Barrett & Company, INC. 0.02% 3,500 $74K
22 Vermillion Wealth Management, Inc. 0.02% 3,524 $75K
23 Wealthcare Advisory Partners LLC 0.02% 42,709 $904K
24 Capital Investment Advisors, LLC 0.01% 52,831 $1.1M
25 Oppenheimer & Co Inc 0.01% 62,681 $1.3M
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?

Slight buying edge — 59% buying: Last quarter: 47 funds bought or added vs 32 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 LDP holders?

Elite ownership — 57% AUM from top-100 funds: 14 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.

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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