PFD

Flaherty & Crumrine Preferred and Income Fund

32 hedge funds and large institutions have $12.6M invested in Flaherty & Crumrine Preferred and Income Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 10 closing their positions.

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.63M 178,415 +11,361 +7%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M 110,523 -2,083 -2%
Cohen & Steers
3
Cohen & Steers
New York
$1.53M 103,652
UBS Group
4
UBS Group
Switzerland
$1.03M 70,073 -3,387 -5%
Invesco
5
Invesco
Georgia
$618K 41,980 -594 -1%
Wells Fargo
6
Wells Fargo
California
$610K 41,429 +19,598 +90%
PAS
7
Partnervest Advisory Services
California
$574K 38,997 -14,303 -27%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$475K 32,300 +1,334 +4%
DADC
9
D.A. Davidson & Co
Montana
$445K 30,200
LPL Financial
10
LPL Financial
California
$426K 28,918 +1,289 +5%
Bank of America
11
Bank of America
North Carolina
$253K 17,187 -8,802 -34%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$249K 16,882 +1,555 +10%
PAG
13
Private Advisor Group
New Jersey
$247K 16,798 +1,721 +11%
CCM
14
Covington Capital Management
California
$222K 15,100
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$213K 14,471 +12,101 +511%
CRC
16
Curi RMB Capital
Illinois
$201K 13,631 +103 +0.8%
WS
17
Wedbush Securities
California
$191K 12,970 +12,970 New
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$185K 12,537 +975 +8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$176K 11,972 +400 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$161K 10,907 -952 -8%
AG
21
Advisor Group
Arizona
$137K 9,326 +876 +10%
NFG
22
Next Financial Group
Texas
$84K 5,723 +5,723 New
CBT
23
Capital Bank & Trust
California
$80K 5,450 +5,450 New
JPLA
24
Joseph P. Lucia & Associates
New York
$65K 4,400 +4,400 New
CAC
25
Certified Advisory Corp
Florida
$62K 4,201 +70 +2%