PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

46 hedge funds and large institutions have $24.8M invested in Flaherty & Crumrine Preferred and Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$1.47M
2
SIA
2
Sit Investment Associates
Minnesota
$3.75M
3
Bank of America
3
Bank of America
North Carolina
$2.29M
4
Wells Fargo
4
Wells Fargo
California
$1.25M
5
AA
5
AQR Arbitrage
Connecticut
$1.6M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$75K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.81M
3
LSC
3
Logan Stone Capital
Illinois
$0
4
WAM
4
Wolverine Asset Management
Illinois
$1.17M
5
UBS Group
5
UBS Group
Switzerland
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$139K 13,333 +31 +0.2%
CF
27
Centaurus Financial
California
$136K 13,043 -2,308 -15%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$126K 12,071 +1,011 +9%
SA
29
SpiderRock Advisors
Delaware
$120K 11,533 – –
FNT
30
First National Trust
Pennsylvania
$110K 10,542 +10,542 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$109K 10,434 -1,827 -15%
MFA
32
McClarren Financial Advisors
Pennsylvania
$75K 20 -7,095 -100%
Comerica Bank
33
Comerica Bank
Texas
$74.3K 7,114 +2,069 +41%
AF
34
Arrow Financial
New York
$40.4K 3,867 +3,867 New
ATPW
35
Ashton Thomas Private Wealth
Arizona
$35.1K 3,359 +3,359 New
PFA
36
Pathway Financial Advisers
Indiana
$35.1K 3,360 -400 -11%
GWSG
37
GPS Wealth Strategies Group
Colorado
$13.1K 1,250 – –
WWM
38
Wolff Wiese Magana
California
$10.4K 996 – –
SPIA
39
Steward Partners Investment Advisory
New York
$7.83K 750 – –
Bessemer Group
40
Bessemer Group
New Jersey
$4K 400 +400 New
GWM
41
Geneos Wealth Management
Colorado
$3.76K 360 – –
PS
42
Principal Securities
Iowa
$3.47K 332 -708 -68%
US Bancorp
43
US Bancorp
Minnesota
$3.13K 300 – –
WWP
44
WR Wealth Planners
Missouri
$3.04K 291 – –
BTI
45
Blue Trust Inc
Georgia
$2.12K 200 – –
CIA
46
Cape Investment Advisory
Georgia
$2.09K 200 – –
LSC
47
Logan Stone Capital
Illinois
– – -14,850 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
– – -662 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
– – -343 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
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