PFD

Flaherty & Crumrine Preferred and Income Fund

41 hedge funds and large institutions have $14.3M invested in Flaherty & Crumrine Preferred and Income Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFA
26
McClarren Financial Advisors
Pennsylvania
$86K 9,457 +107 +1%
Bank of America
27
Bank of America
North Carolina
$84.8K 9,293 +518 +6%
SIA
28
Sit Investment Associates
Minnesota
$70K 7,622
PFA
29
Pathway Financial Advisers
Indiana
$34.3K 3,761 +3,761 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$22.4K 2,449 +42 +2%
Comerica Bank
31
Comerica Bank
Texas
$20.9K 2,290 +2,290 New
GWSG
32
GPS Wealth Strategies Group
Colorado
$11.4K 1,250
WWM
33
Wolff Wiese Magana
California
$9.09K 996
SPIA
34
Steward Partners Investment Advisory
New York
$6.85K 750 +750 New
GWM
35
Geneos Wealth Management
Colorado
$3.29K 360
US Bancorp
36
US Bancorp
Minnesota
$2.74K 300
WWP
37
WR Wealth Planners
Missouri
$2.66K 291
BTI
38
Blue Trust Inc
Georgia
$2K 200
CIA
39
Cape Investment Advisory
Georgia
$1.83K 200
TRCT
40
Tower Research Capital (TRC)
New York
$685 75 +75 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$9 1 +1 New
Invesco
42
Invesco
Georgia
-134,420 Closed
HBCM
43
Heron Bay Capital Management
Michigan
-41,405 Closed
PWPS
44
Pinnacle Wealth Planning Services
Ohio
-15,500 Closed
CFGS
45
Concourse Financial Group Securities
Alabama