PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

48 hedge funds and large institutions have $31M invested in Flaherty & Crumrine Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.04M
2
UB
2
UMB Bank
Missouri
$971K
3
SAM
3
Smith Asset Management
Florida
$852K
4
Lido Advisors
4
Lido Advisors
California
$796K
5
CSP
5
Cary Street Partners
Virginia
$444K

Top Sellers

1
CSPIA
1
Cary Street Partners Investment Advisory
Virginia
$0
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
AA
3
AQR Arbitrage
Connecticut
$1.3M
4
UBS Group
4
UBS Group
Switzerland
$1.55M
5
CFG
5
Cooper Financial Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$194K 17,300 – –
PFA
27
Pathway Financial Advisors
Vermont
$187K 16,627 -293 -2%
PFC
28
Poplar Forest Capital
California
$173K 15,425 – –
CF
29
Centaurus Financial
California
$147K 13,043 – –
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$136K 12,087 – –
BlackRock
31
BlackRock
New York
$130K 11,533 +11,533 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$123K 10,979 -5,541 -34%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$121K 10,797 +334 +3%
BFF
34
Byrne Financial Freedom
Massachusetts
$119K 10,600 +10,600 New
FNT
35
First National Trust
Pennsylvania
$118K 10,542 – –
EIP
36
Ellis Investment Partners
Pennsylvania
$115K 10,240 -202 -2%
Comerica Bank
37
Comerica Bank
Texas
$97.2K 8,651 -2,527 -23%
PFA
38
Pathway Financial Advisers
Indiana
$97K 6,332 +2,974 +89%
MFA
39
McClarren Financial Advisors
Pennsylvania
$39K 3,510 +3,510 New
NWMP
40
Noble Wealth Management PBC
Colorado
$31.2K 2,780 +2,780 New
AF
41
Allworth Financial
California
$16.2K 1,433 +1,433 New
GWSG
42
GPS Wealth Strategies Group
Colorado
$14.1K 1,250 – –
SPIA
43
Steward Partners Investment Advisory
New York
$8.43K 750 – –
GWM
44
Geneos Wealth Management
Colorado
$4.05K 360 – –
US Bancorp
45
US Bancorp
Minnesota
$3.37K 300 – –
WWP
46
WR Wealth Planners
Missouri
$3.27K 291 – –
CIA
47
Cape Investment Advisory
Georgia
$2.25K 200 – –
BTI
48
Blue Trust Inc
Georgia
$2.25K 200 – –
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
– – -34,000 Closed
LCM
50
Landscape Capital Management
New Jersey
– – -21,384 Closed
1
2
3