PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

29 hedge funds and large institutions have $9.73M invested in Flaherty & Crumrine Preferred and Income Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$689K
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M
3
LPL Financial
3
LPL Financial
California
$640K
4
AIA
4
Allegis Investment Advisors
Idaho
$198K
5
CCM
5
Covington Capital Management
California
$432K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$460K
2
Bank of America
2
Bank of America
North Carolina
$474K
3
UBS Group
3
UBS Group
Switzerland
$991K
4
WEC
4
Winslow Evans & Crocker
Massachusetts
$8.86K
5
Invesco
5
Invesco
Georgia
$864K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$9K 660 – –
WEC
27
Winslow Evans & Crocker
Massachusetts
$8.86K 586 -699 -54%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$3K 200 +200 New
MFW
29
Mosaic Family Wealth
Missouri
$2K 125 +125 New
PCM
30
Penserra Capital Management
California
– – -289 Closed
1
2