PFD

Flaherty & Crumrine Preferred and Income Fund

20 hedge funds and large institutions have $6.35M invested in Flaherty & Crumrine Preferred and Income Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.57M 100,167 +16,848 +20%
LPL Financial
2
LPL Financial
California
$1.39M 88,327 -50,332 -36%
UBS Group
3
UBS Group
Switzerland
$676K 43,244 -524 -1%
Bank of America
4
Bank of America
North Carolina
$473K 30,243 +2,839 +10%
HK
5
Horizon Kinetics
New York
$421K 26,934 -6,458 -19%
DADC
6
D.A. Davidson & Co
Montana
$386K 24,700 +700 +3%
PAG
7
Private Advisor Group
New Jersey
$286K 18,217 -13,045 -42%
CCM
8
Covington Capital Management
California
$277K 17,700
NCM
9
Noesis Capital Mangement
Florida
$229K 14,650
Wells Fargo
10
Wells Fargo
California
$183K 11,710 -4,125 -26%
Creative Planning
11
Creative Planning
Kansas
$137K 8,770 +3 +0%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$106K 6,746 +2,931 +77%
MFS
13
MSI Financial Services
Massachusetts
$61K 3,912 +38 +1%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$37K 2,370
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$28K 1,802 -645 -26%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$28K 1,800
AG
17
Advisor Group
Arizona
$26K 1,687 +1,687 New
WEC
18
Winslow Evans & Crocker
Massachusetts
$17K 1,086 +201 +23%
GWM
19
Geneos Wealth Management
Colorado
$10K 660
HR
20
Howe & Rusling
New York
IA
21
IFP Advisors
Florida
$8K 493 +493 New
Lido Advisors
22
Lido Advisors
California
-18,000 Closed
OA
23
Oxbow Advisors
Texas
-11,152 Closed
AIG
24
American International Group
New York
-1,875 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-380 Closed