PFD

Flaherty & Crumrine Preferred and Income Fund

22 hedge funds and large institutions have $4.34M invested in Flaherty & Crumrine Preferred and Income Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.03M 72,996 +7,103 +11%
UBS Group
2
UBS Group
Switzerland
$720K 51,111 +51,111 New
DADC
3
D.A. Davidson & Co
Montana
$352K 25,000
Bank of America
4
Bank of America
North Carolina
$314K 22,278 -612 -3%
Morgan Stanley
5
Morgan Stanley
New York
$278K 19,757 +7,518 +61%
CCM
6
Covington Capital Management
California
$249K 17,700
Jane Street
7
Jane Street
New York
$233K 16,548 +16,548 New
NCM
8
Noesis Capital Mangement
Florida
$225K 16,000
PAG
9
Private Advisor Group
New Jersey
$191K 13,558 +13,558 New
OA
10
Oxbow Advisors
Texas
$151K 10,695 +99 +0.9%
GC
11
Guggenheim Capital
Illinois
$143K 10,149 -10,874 -52%
Wells Fargo
12
Wells Fargo
California
$92K 6,560
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$70K 4,968 +471 +10%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$61K 4,311 +1,010 +31%
NPC
15
National Planning Corporation
California
$57.9K 4,040 +4,040 New
AIG
16
American International Group
New York
$55.6K 3,952 +1,642 +71%
Creative Planning
17
Creative Planning
Kansas
$49K 3,500 +1,500 +75%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$26K 1,800
MFS
19
MSI Financial Services
Massachusetts
$25K 1,772 +33 +2%
BRWM
20
B. Riley Wealth Management
Tennessee
$14K 1,000
TRCT
21
Tower Research Capital (TRC)
New York
$3K 200 +200 New
Invesco
22
Invesco
Georgia
-50,052 Closed
NFG
23
Next Financial Group
Texas
-1,460 Closed
Barclays
24
Barclays
United Kingdom
$0 1