PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

45 hedge funds and large institutions have $30M invested in Flaherty & Crumrine Preferred and Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$5.27M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.26M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$406K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$197K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
SA
3
SFI Advisors
New Jersey
$228K
4
SIA
4
Sit Investment Associates
Minnesota
$3.79M
5
LCM
5
Landscape Capital Management
New Jersey
$256K
Name Market Value Shares Shares
Change 		Shares
Change %
PFC
26
Poplar Forest Capital
California
$184K 15,425 – –
HighTower Advisors
27
HighTower Advisors
Illinois
$166K 14,506 +338 +2%
CF
28
Centaurus Financial
California
$156K 13,043 – –
BAG
29
Bridgewealth Advisory Group
California
$156K 13,045 +13,045 New
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$144K 12,087 +16 +0.1%
SA
31
SpiderRock Advisors
Delaware
$138K 11,533 – –
Comerica Bank
32
Comerica Bank
Texas
$134K 11,178 +4,064 +57%
FNT
33
First National Trust
Pennsylvania
$126K 10,542 – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$125K 10,463 +29 +0.3%
EIP
35
Ellis Investment Partners
Pennsylvania
$125K 10,442 +10,442 New
AF
36
Arrow Financial
New York
$46.2K 3,867 – –
PFA
37
Pathway Financial Advisers
Indiana
$40.1K 3,358 -2 -0.1%
GWSG
38
GPS Wealth Strategies Group
Colorado
$14.9K 1,250 – –
SPIA
39
Steward Partners Investment Advisory
New York
$8.96K 750 – –
Bessemer Group
40
Bessemer Group
New Jersey
$5K 427 +27 +7%
GWM
41
Geneos Wealth Management
Colorado
$4.3K 360 – –
US Bancorp
42
US Bancorp
Minnesota
$3.59K 300 – –
WWP
43
WR Wealth Planners
Missouri
$3.48K 291 – –
CIA
44
Cape Investment Advisory
Georgia
$2.39K 200 – –
BTI
45
Blue Trust Inc
Georgia
$2.09K 200 – –
WAM
46
Wolverine Asset Management
Illinois
– – -112,483 Closed
ATPW
47
Ashton Thomas Private Wealth
Arizona
– – -3,359 Closed
WWM
48
Wolff Wiese Magana
California
– – -996 Closed
PS
49
Principal Securities
Iowa
– – -332 Closed
MFA
50
McClarren Financial Advisors
Pennsylvania
– – -20 Closed
1
2
3