PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

43 hedge funds and large institutions have $22.2M invested in Flaherty & Crumrine Preferred and Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$3.09M
2
SA
2
SFI Advisors
New Jersey
$949K
3
Wells Fargo
3
Wells Fargo
California
$764K
4
AA
4
AQR Arbitrage
Connecticut
$1.32M
5
IA
5
IFP Advisors
Florida
$191K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.37M
2
SCM
2
Saba Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
RL
4
RPO LLC
Connecticut
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$141K 13,302 -400 -3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$130K 12,261 +12,261 New
SA
28
SpiderRock Advisors
Delaware
$121K 11,533 +11,533 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$117K 11,060 – –
MFA
30
McClarren Financial Advisors
Pennsylvania
$76K 7,115 -2,512 -26%
Comerica Bank
31
Comerica Bank
Texas
$53.5K 5,045 -2,436 -33%
PFA
32
Pathway Financial Advisers
Indiana
$39.9K 3,760 -1 -0%
GWSG
33
GPS Wealth Strategies Group
Colorado
$13.3K 1,250 – –
PS
34
Principal Securities
Iowa
$11K 1,040 – –
WWM
35
Wolff Wiese Magana
California
$10.6K 996 – –
SPIA
36
Steward Partners Investment Advisory
New York
$7.96K 750 – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$7.02K 662 -30 -4%
GWM
38
Geneos Wealth Management
Colorado
$3.82K 360 – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$3.64K 343 -1,281 -79%
US Bancorp
40
US Bancorp
Minnesota
$3.18K 300 – –
WWP
41
WR Wealth Planners
Missouri
$3.09K 291 +291 New
CIA
42
Cape Investment Advisory
Georgia
$2.12K 200 – –
BTI
43
Blue Trust Inc
Georgia
$2.12K 200 – –
SCM
44
Saba Capital Management
New York
– – -19,571 Closed
Truist Financial
45
Truist Financial
North Carolina
– – -17,198 Closed
RL
46
RPO LLC
Connecticut
– – -10,912 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
– – -2,492 Closed
ASN
48
Advisory Services Network
Georgia
– – -1,171 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2