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PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

21 hedge funds and large institutions have $4.25M invested in Flaherty & Crumrine Preferred and Income Fund in 2013 Q2 according to their latest regulatory filings, with 21 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2.76% more ownership

Funds ownership: 0% → 2.76% (+2.8%)

Holders
21
Holders Change
+21
Holders Change %
–
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1
Noesis Capital Mangement
Florida
$974K +$1.03M +69,250 New
LPL Financial
2
LPL Financial
California
$729K +$770K +51,830 New
Morgan Stanley
3
Morgan Stanley
New York
$626K +$661K +44,492 New
U
4
UBS
Switzerland
$593K +$626K +42,138 New
Bank of America
5
Bank of America
North Carolina
$373K +$393K +26,481 New
CCM
6
Covington Capital Management
California
$249K +$263K +17,700 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$184K +$194K +13,077 New
GC
8
Guggenheim Capital
Illinois
$170K +$179K +12,041 New
Wells Fargo
9
Wells Fargo
California
$80K +$84.6K +5,697 New
Ameriprise
10
Ameriprise
Minnesota
$72K +$75.9K +5,113 New
Citigroup
11
Citigroup
New York
$35K +$37.4K +2,521 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$34K +$35.7K +2,402 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$26K +$26.7K +1,800 New
MFS
14
MSI Financial Services
Massachusetts
$22K +$23.2K +1,563 New
AIG
15
American International Group
New York
$20.9K +$22K +1,483 New
US Bancorp
16
US Bancorp
Minnesota
$20K +$21.4K +1,440 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$18K +$18.5K +1,249 New
Creative Planning
18
Creative Planning
Kansas
$14K +$14.8K +1,000 New
FA
19
Financial Advantage
Maryland
$10K +$10.4K +700 New
TRCT
20
Tower Research Capital (TRC)
New York
$1K +$1.49K +100 New
Barclays
21
Barclays
United Kingdom
– +$15 +1 New

PFD Hedge Fund Activity: Q2 2013 in Review

21 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Fund (PFD) for Q2 2013, worth a combined $4.25M.

Buyers outnumbered sellers: 21 funds opened new PFD positions and 0 closed out — a net gain of 21 holders — while 0 added to existing stakes and 0 trimmed.

  • 21 institutional investors held Flaherty & Crumrine Preferred and Income Fund (PFD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $4.25M of Flaherty & Crumrine Preferred and Income Fund stock for Q2 2013.
  • 21 funds opened new Flaherty & Crumrine Preferred and Income Fund positions in Q2 2013 and 0 closed out, a net change of +21 holders.

Based on aggregated 13F filings for Q2 2013.