PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

40 hedge funds and large institutions have $15.6M invested in Flaherty & Crumrine Preferred and Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.45M
2
HBCM
2
Heron Bay Capital Management
Michigan
$738K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.46M
4
PFC
4
Poplar Forest Capital
California
$164K
5
CF
5
Centaurus Financial
California
$1.06M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$67K
2
Invesco
2
Invesco
Georgia
$1.19M
3
RCM
3
Robinson Capital Management
Michigan
$0
4
CW
4
CreativeOne Wealth
Kansas
$0
5
Wells Fargo
5
Wells Fargo
California
$174K
Name Market Value Shares Shares
Change 		Shares
Change %
MFA
26
McClarren Financial Advisors
Pennsylvania
$97K 9,192 +138 +2%
SIA
27
Sit Investment Associates
Minnesota
$81K 7,622 +7,622 New
Bank of America
28
Bank of America
North Carolina
$67K 6,319 -44,447 -88%
PFA
29
Pathway Financial Advisers
Indiana
$39.9K 3,761 – –
IA
30
IFP Advisors
Florida
$27K 2,000 +2,000 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$25.1K 2,365 +36 +2%
ASN
32
Advisory Services Network
Georgia
$21.7K 2,042 – –
GWSG
33
GPS Wealth Strategies Group
Colorado
$13.3K 1,250 +1,250 New
WWM
34
Wolff Wiese Magana
California
$10.6K 996 – –
GWM
35
Geneos Wealth Management
Colorado
$3.82K 360 – –
US Bancorp
36
US Bancorp
Minnesota
$3.18K 300 – –
WWP
37
WR Wealth Planners
Missouri
$3.09K 291 +291 New
CIA
38
Cape Investment Advisory
Georgia
$2.12K 200 +200 New
BTI
39
Blue Trust Inc
Georgia
$2K 200 – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$189 17,889 +246 +1%
RCM
41
Robinson Capital Management
Michigan
– – -23,283 Closed
CW
42
CreativeOne Wealth
Kansas
– – -18,600 Closed
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
– – -3,000 Closed
UB
44
UMB Bank
Missouri
– – -1,000 Closed
BAM
45
Belpointe Asset Management
Nevada
– – -500 Closed
FCA
46
Fortis Capital Advisors
Kansas
– – -500 Closed
WAM
47
Wolverine Asset Management
Illinois
– – -208 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
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