PFD

Flaherty & Crumrine Preferred and Income Fund

22 hedge funds and large institutions have $6.61M invested in Flaherty & Crumrine Preferred and Income Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 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
3
Increased
10
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.68M 111,148 +10,981 +11%
LPL Financial
2
LPL Financial
California
$1.44M 96,303 +7,976 +9%
UBS Group
3
UBS Group
Switzerland
$667K 43,994 +750 +2%
Bank of America
4
Bank of America
North Carolina
$575K 37,962 +7,719 +26%
DADC
5
D.A. Davidson & Co
Montana
$374K 24,700
HK
6
Horizon Kinetics
New York
$348K 22,964 -3,970 -15%
PAG
7
Private Advisor Group
New Jersey
$278K 18,555 +338 +2%
CCM
8
Covington Capital Management
California
$268K 17,700
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$238K 15,684 +8,938 +132%
NCM
10
Noesis Capital Mangement
Florida
$222K 14,650
Wells Fargo
11
Wells Fargo
California
$218K 14,380 +2,670 +23%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$80K 5,320 +3,518 +195%
MFS
13
MSI Financial Services
Massachusetts
$49K 3,266 -646 -17%
AG
14
Advisor Group
Arizona
$39K 2,595 +908 +54%
Creative Planning
15
Creative Planning
Kansas
$30K 2,000 -6,770 -77%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$28K 1,800
NFG
17
Next Financial Group
Texas
$22K 1,460 +1,460 New
WEC
18
Winslow Evans & Crocker
Massachusetts
$18.7K 1,236 +150 +14%
GWM
19
Geneos Wealth Management
Colorado
$9K 660
IA
20
IFP Advisors
Florida
$7K 493
US Bancorp
21
US Bancorp
Minnesota
$4K 233 +233 New
TRCT
22
Tower Research Capital (TRC)
New York
$3K 172 +172 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-2,370 Closed
HR
24
Howe & Rusling
New York