PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

41 hedge funds and large institutions have $15.1M invested in Flaherty & Crumrine Preferred and Income Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$881K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$527K
3
RCM
3
Robinson Capital Management
Michigan
$263K
4
Invesco
4
Invesco
Georgia
$1.6M
5
CW
5
CreativeOne Wealth
Kansas
$207K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$353K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.4M
3
GC
3
Guggenheim Capital
Illinois
$0
4
CF
4
Centaurus Financial
California
$960K
5
SA
5
SFI Advisors
New Jersey
$335K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$145K 13,070 +1,680 +15%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$113K 10,211 – –
MFA
28
McClarren Financial Advisors
Pennsylvania
$100K 9,054 +156 +2%
PFA
29
Pathway Financial Advisers
Indiana
$41.8K 3,761 +3,761 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$33K 3,000 – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$25.9K 2,329 +1,219 +110%
ASN
32
Advisory Services Network
Georgia
$22.7K 2,042 +2,042 New
WWM
33
Wolff Wiese Magana
California
$11.1K 996 – –
UB
34
UMB Bank
Missouri
$11K 1,000 -1,000 -50%
BAM
35
Belpointe Asset Management
Nevada
$5.56K 500 +500 New
FCA
36
Fortis Capital Advisors
Kansas
$5.56K 500 +500 New
GWM
37
Geneos Wealth Management
Colorado
$4K 360 – –
US Bancorp
38
US Bancorp
Minnesota
$3.33K 300 – –
CA
39
CoreCap Advisors
Michigan
$2.78K 250 +250 New
WAM
40
Wolverine Asset Management
Illinois
$2.31K 208 -3,782 -95%
BTI
41
Blue Trust Inc
Georgia
$2K 200 – –
GC
42
Guggenheim Capital
Illinois
– – -14,250 Closed
Creative Planning
43
Creative Planning
Kansas
– – -10,082 Closed
WWM
44
Western Wealth Management
Colorado
– – -10,000 Closed
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
– – -1,290 Closed
GWSG
46
GPS Wealth Strategies Group
Colorado
– – -1,250 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
2