XFOFX

Cohen & Steers Closed-end Op

-$7.0M

Net Activity

Institutions Holding

57

Popularity Rank

#5675

Avg Weight

0.02%

Total Value

$66.8M

Ownership Trend

57 institutions currently hold XFOFX, with 24 net buyers and 26 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

26

Net Buying Institutions

24

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$18.3M
LF
LPL Financial LLC
$8.1M
BO
Bank Of America CORP /de/
$7.1M
RJ
Raymond James Financial INC
$4.6M
WF
Wells Fargo & Company/mn
$4.1M

Top 5 by Conviction

FA
Financial Alternatives, Inc
0.30%
SC
Saxony Capital Management, LLC
0.19%
KF
Kapstone Financial Advisors LLC
0.15%
BC
Bay Capital Advisors, LLC
0.08%
NA
NWF Advisory Services Inc.
0.07%
View all 57 holding institutions

Quarterly Activity

Recent Activity

+$19.4M

Total Buy Value

$59.2M

Total Sell Value

New buy8
Trim19
Add16
Sold out7

24

Net Buyers

26

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding COHEN & STEERS CLOSED-END OP (XFOFX)?
Major stakeholders currently include Morgan Stanley ($18.3M), LPL Financial LLC ($8.1M), Bank Of America CORP /de/ ($7.1M). Based on the latest 13F filings, there are a total of 57 tracked investment funds and institutions maintaining positions in XFOFX.
What is the overall institutional sentiment toward XFOFX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $7.0M, driven by 24 managers accumulating shares while 26 reduced their exposure.
Which institutions have been selling or reducing their XFOFX positions?
In the latest period, 19 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $59.2M.
Are there any notable investors adding XFOFX to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 16 existing holders added to their shares. The total reported buy value for the quarter amounted to $19.4M.

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