PFD

Flaherty & Crumrine Preferred and Income Fund

30 hedge funds and large institutions have $9.75M invested in Flaherty & Crumrine Preferred and Income Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.76M 130,300 -1,929 -1%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.76M 129,925 +3,084 +2%
Invesco
3
Invesco
Georgia
$1.03M 76,280 +14,826 +24%
UBS Group
4
UBS Group
Switzerland
$854K 63,047 +3,610 +6%
RCM
5
Robinson Capital Management
Michigan
$587K 43,372 +36,372 +520%
LPL Financial
6
LPL Financial
California
$498K 36,759 -3,569 -9%
Cohen & Steers
7
Cohen & Steers
New York
$476K 35,139 +35,139 New
Bank of America
8
Bank of America
North Carolina
$382K 28,201 -2,052 -7%
DADC
9
D.A. Davidson & Co
Montana
$352K 26,000
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$261K 19,225
CCM
11
Covington Capital Management
California
$250K 18,500
Creative Planning
12
Creative Planning
Kansas
$199K 14,707
PAG
13
Private Advisor Group
New Jersey
$199K 14,651 +14,651 New
CRC
14
Curi RMB Capital
Illinois
$196K 14,502 -5,815 -29%
WAM
15
Wolverine Asset Management
Illinois
$192K 14,238 -48,123 -77%
Wells Fargo
16
Wells Fargo
California
$162K 11,986 -339 -3%
HighTower Advisors
17
HighTower Advisors
Illinois
$157K 11,604 -855 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$80K 5,933 +2,593 +78%
RCG
19
Ruggie Capital Group
Florida
$68K 5,000
AG
20
Advisor Group
Arizona
$64K 4,762 +3,622 +318%
CAC
21
Certified Advisory Corp
Florida
$53K 3,915 -1,438 -27%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K 2,863 +9 +0.3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$32K 2,370
Citigroup
24
Citigroup
New York
$26K 1,950
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$24K 1,800