PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

34 hedge funds and large institutions have $8.71M invested in Flaherty & Crumrine Preferred and Income Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$356K
2
WWM
2
Western Wealth Management
Colorado
$243K
3
RJA
3
Raymond James & Associates
Florida
$170K
4
FAAS
4
First Allied Advisory Services
California
$123K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$534K

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$173K
2
Invesco
2
Invesco
Georgia
$132K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
UBS Group
4
UBS Group
Switzerland
$653K
5
PAS
5
Partnervest Advisory Services
California
$173K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$22K 1,290 – –
RCA
27
Ranch Capital Advisors
Florida
$21K 1,750 – –
VCP
28
Verus Capital Partners
Arizona
$18K 1,500 – –
GWM
29
Geneos Wealth Management
Colorado
$14K 1,190 – –
JPLA
30
Joseph P. Lucia & Associates
New York
$11K 900 – –
Citigroup
31
Citigroup
New York
$10K 800 -250 -24%
APA
32
American Portfolios Advisors
New York
$8.33K 690 +690 New
SF
33
Synovus Financial
Georgia
$6K 500 +500 New
US Bancorp
34
US Bancorp
Minnesota
$4K 300 – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
– – -14,371 Closed
CFGS
36
Concourse Financial Group Securities
Alabama
– – – –
1
2