Flaherty & Crumrine Preferred and Income Fund
PFD
37 hedge funds and large institutions have $13M invested in Flaherty & Crumrine Preferred and Income Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
1.54% more ownership
Funds ownership: 8.37% → 9.91% (+1.5%)
0% more capital invested
Capital invested by funds: $13M → $13M (+$38.8K)
0% more funds holding
Funds holding: 37 → 37 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$602K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$501K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$356K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$173K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$139K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG
Abacus Planning Group
Columbia,
South Carolina
|
-$138K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$102K |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$35.2K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$24.1K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11K |
PFD Hedge Fund Activity: Q3 2022 in Review
37 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Fund (PFD) for Q3 2022, worth a combined $13M — up 0.3% from $13M a quarter earlier.
Fund positioning in PFD was balanced in Q3 2022: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 5 trimmed.
The largest buyer was Wells Fargo, adding an estimated $602K. The largest seller was Abacus Planning Group, exiting entirely with an estimated $138K sold.
- 37 institutional investors held Flaherty & Crumrine Preferred and Income Fund (PFD) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $13M of Flaherty & Crumrine Preferred and Income Fund stock for Q3 2022, up 0.3% quarter-over-quarter.
- 4 funds opened new Flaherty & Crumrine Preferred and Income Fund positions in Q3 2022 and 4 closed out, a net change of 0 holders.
- The largest Flaherty & Crumrine Preferred and Income Fund buyer in Q3 2022 was Wells Fargo, an estimated $602K added.
- The largest Flaherty & Crumrine Preferred and Income Fund seller in Q3 2022 was Abacus Planning Group, an estimated $138K sold.
Based on aggregated 13F filings for Q3 2022.