Stock Analysis
Data Source: SEC EDGAR 13F
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COHEN & STEERS SELECT PFD & (PSF)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — PSF

Based on 50 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
50 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PSF is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

20 buying24 selling
Last quarter: 24 funds reduced or exited vs 20 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 20% medium 24% new
28 out of 50 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.
💎

Buying through price weakness — shares -62%, value -93%

Value
-92%
Shares
-61%
Last quarter: funds added -62% more shares while total portfolio value only changed -93%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

11 → 4 → 7 → 8 → 8 new funds/Q
New funds entering each quarter: 4 → 7 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 12% 1-2yr 26% new
Of 50 current holders: 31 (62%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
9 of 50 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 2025 Q4, 20 hedge funds were net buyers of PSF (8 opened a new position, 12 added to an existing one), while 24 reduced or exited (18 trimmed, 6 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 52% of total institutional value in PSF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 50.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: PSF
2026 Q1 Stats Unlock in 3 days 50 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 50 48 4.17%
13F Shares 3M 8M -61.78%
Total Value $64M $900M -92.87%
New Positions 8 8 -
Increased Positions 12 13 -1
Closed Positions 6 8 -2
Reduced Positions 18 19 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSF

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

50 + 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 institutional holders of PSF — 2025 Q4 · 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 Cornerstone Advisory, LLC 0.04% 20,000 $388K
13 AMERIFLEX GROUP, INC. 0.04% 3,650 $71K
14 Physician Wealth Advisors, Inc. 0.03% 11,140 $216K
15 HARBOUR INVESTMENTS, INC. 0.02% 60,881 $1.2M
16 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 58,915 $1.1M
17 GUGGENHEIM CAPITAL LLC 0.01% 88,000 $1.7M
18 READYSTATE ASSET MANAGEMENT LP 0.01% 13,536 $262K
19 Sanctuary Advisors, LLC 0.01% 91,883 $1.8M
20 Merit Financial Group, LLC 0.01% 55,135 $1.1M
21 Fiera Capital Corp 0.01% 99,917 $1.9M
22 Composition Wealth, LLC 0.00% 17,848 $346K
23 BARRETT & COMPANY, INC. 0.00% 650 $13K
24 CoreCap Advisors, LLC 0.00% 4,732 $92K
25 Keating Financial Advisory Services, Inc. 0.00% 901 $17K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 45% buying: Last quarter: 24 funds reduced or exited vs 20 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 PSF holders?

Elite ownership — 52% AUM from top-100 funds: 9 of 50 holders are among the 100 largest funds by AUM, controlling 52% 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?

56% of holders stayed for 2+ years: 28 out of 50 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.