PFD

Flaherty & Crumrine Preferred and Income Fund

22 hedge funds and large institutions have $8.63M invested in Flaherty & Crumrine Preferred and Income Fund in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.83M 121,504 -513 -0.4%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M 70,621 +70,621 New
Invesco
3
Invesco
Georgia
$859K 56,934 +56,934 New
LPL Financial
4
LPL Financial
California
$849K 55,726 +1,544 +3%
RCM
5
Robinson Capital Management
Michigan
$814K 53,922 -9,390 -15%
Bank of America
6
Bank of America
North Carolina
$681K 45,156 +9,865 +28%
UBS Group
7
UBS Group
Switzerland
$638K 42,311 -5,037 -11%
Wells Fargo
8
Wells Fargo
California
$502K 33,221 +7,244 +28%
DADC
9
D.A. Davidson & Co
Montana
$392K 26,000 +1,000 +4%
CCM
10
Covington Capital Management
California
$294K 19,500
PAG
11
Private Advisor Group
New Jersey
$256K 16,957 -1,911 -10%
MSAM
12
Moloney Securities Asset Management
Missouri
$151K 10,000
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$108K 7,144 +40 +0.6%
Creative Planning
14
Creative Planning
Kansas
$45K 3,000 +1,000 +50%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$36K 2,370
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$28K 1,800
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27K 1,760 -8,905 -83%
WEC
18
Winslow Evans & Crocker
Massachusetts
$19.4K 1,286 +50 +4%
IA
19
IFP Advisors
Florida
$13K 893
AG
20
Advisor Group
Arizona
$11K 758 +14 +2%
GWM
21
Geneos Wealth Management
Colorado
$9K 660
PCM
22
Penserra Capital Management
California
$3K 263 +263 New
NFG
23
Next Financial Group
Texas
-1,460 Closed
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-1,226 Closed
US Bancorp
25
US Bancorp
Minnesota
-233 Closed