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Insider Trading Intelligence
JP

Jeffrey Palma

FOF
INSIDER · COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC. · CIK 0001924943
FILING MIX · LIFETIME100%/0%
BUYS
3
SELLS
0
TOTAL VALUE
$94.2K
COMPANIES
1
ACTIVE SINCE
Aug 2022
HOLDINGS NOW
9,046
AVG SELL PX
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Jeffrey Palma, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+66.67%+1.35%+0.07%+1.28%+1.25%
14d3+66.67%+1.23%+1.20%+0.02%+0.08%
30d3+66.67%+2.73%+1.68%+1.05%+1.19%
60d3+66.67%-0.45%-1.60%+1.15%+2.14%
90d3+66.67%+2.87%+0.41%+2.46%+0.76%
180d3+66.67%+8.13%+7.69%+0.45%+0.71%
1y3+66.67%+2.72%+15.65%-12.93%-14.47%
2y3+100.00%+21.96%+43.35%-21.39%-27.21%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
FOF · 9,046.156 shares · as of Feb 27, 2024
02,2624,5236,7859,04620232024SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2022
2022
2023
2023
2023
2023
2024
FLOW · 3 buys / 0 sellsCOVERAGE · 7 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
FOF
COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC.
PURCHASE
4,500$11.11$50.0K9,046.156Feb 27, 2024Feb 28, 2024View →
FOF
COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC.
PURCHASE
2,000$10.02$20.0K4,000Oct 7, 2022Oct 11, 2022View →
FOF
COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC.
PURCHASE
2,000$12.08$24.2K2,000Aug 10, 2022Aug 12, 2022View →
Other insiders · FOF
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About this filer
CIK 0001924943
ROLE
Insider
PRIMARY
FOF
COMPANIES
1
ACTIVE SINCE
Aug 2022
MARKETPEEL · /INSIDER/0001924943DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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