PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

28 hedge funds and large institutions have $9.8M invested in Flaherty & Crumrine Preferred and Income Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CHA
1
Cedar Hill Associates
Illinois
$698K
2
LCM
2
Laurion Capital Management
New York
$246K
3
Bank of America
3
Bank of America
North Carolina
$589K
4
Invesco
4
Invesco
Georgia
$972K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.74M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$170K
3
AIA
3
Allegis Investment Advisors
Idaho
$0
4
PAG
4
Private Advisor Group
New Jersey
$168K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$36K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$9K 660 – –
WEC
27
Winslow Evans & Crocker
Massachusetts
$8.76K 586 – –
IA
28
IFP Advisors
Florida
$7K 493 -400 -45%
RCM
29
Robinson Capital Management
Michigan
– – -45,495 Closed
AIA
30
Allegis Investment Advisors
Idaho
– – -16,154 Closed
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
– – -200 Closed
MFW
32
Mosaic Family Wealth
Missouri
– – -125 Closed
1
2