PFD

Flaherty & Crumrine Preferred and Income Fund

32 hedge funds and large institutions have $9.34M invested in Flaherty & Crumrine Preferred and Income Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.8M 132,229 +16,405 +14%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.72M 126,841 +35,749 +39%
WAM
3
Wolverine Asset Management
Illinois
$847K 62,361 +62,361 New
Invesco
4
Invesco
Georgia
$835K 61,454 -3,400 -5%
UBS Group
5
UBS Group
Switzerland
$808K 59,437 -6,413 -10%
LPL Financial
6
LPL Financial
California
$548K 40,328 -1,938 -5%
Bank of America
7
Bank of America
North Carolina
$411K 30,253 -9,048 -23%
DADC
8
D.A. Davidson & Co
Montana
$353K 26,000
CRC
9
Curi RMB Capital
Illinois
$276K 20,317 +6,141 +43%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$261K 19,225 +2,421 +14%
CCM
11
Covington Capital Management
California
$251K 18,500 -10,000 -35%
Creative Planning
12
Creative Planning
Kansas
$200K 14,707 +300 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$173K 12,734 +12,734 New
Wells Fargo
14
Wells Fargo
California
$168K 12,325 +957 +8%
HighTower Advisors
15
HighTower Advisors
Illinois
$168K 12,459 +12,459 New
RCM
16
Robinson Capital Management
Michigan
$95K 7,000 +7,000 New
CAC
17
Certified Advisory Corp
Florida
$72K 5,353 +91 +2%
RCG
18
Ruggie Capital Group
Florida
$68K 5,000
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$45K 3,340 -340 -9%
LGWM
20
Litman Gregory Wealth Management
California
$45K 3,300 +3,300 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K 2,854 +9 +0.3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$32K 2,370
Citigroup
23
Citigroup
New York
$27K 1,950
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$24K 1,800
GWM
25
Geneos Wealth Management
Colorado
$16K 1,190 +530 +80%