Who is Cohen Klingenstein?

Cohen Klingenstein is based out of New York. Cohen Klingenstein is a hedge fund with 118 clients and discretionary assets under management (AUM) of $2,622,816,214 (Form ADV from 2022-03-30). Their last reported 13F filing for Q1 2023 included $2,129,544,185 in managed 13F securities and a top 10 holdings concentration of 50.92%.

Who owns Cohen Klingenstein?

Klingenstein is a partner in Cohen Klingenstein, a Wall Street hedge fund investment firm that administers a portfolio worth more than US$2.3 billion, as of 2023. Cohen Klingenstein was founded in 1981, and is principally owned by George M. Cohen and Klingenstein. Klingenstein has donated more than $10 million in the 2024 election cycle.

What is Cohen Klingenstein's 13F holdings?

Their last reported 13F filing for Q1 2023 included $2,129,544,185 in managed 13F securities and a top 10 holdings concentration of 50.92%. Cohen Klingenstein's largest holding is SPDR S&P 500 ETF TRUST with shares held of 759,150.