PFD

Flaherty & Crumrine Preferred and Income Fund

32 hedge funds and large institutions have $11.3M invested in Flaherty & Crumrine Preferred and Income Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.37M 232,292 +69,374 +43%
Wells Fargo
2
Wells Fargo
California
$1.31M 90,149 +3,270 +4%
PWS
3
Private Wealth Strategies
Ohio
$1.19M 81,975 +832 +1%
UBS Group
4
UBS Group
Switzerland
$881K 60,675 +6,601 +12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$629K 43,293 -917 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$508K 35,092 -10,626 -23%
LPL Financial
7
LPL Financial
California
$424K 29,229 +1,075 +4%
WS
8
Wedbush Securities
California
$418K 28,811 +17 +0.1%
DADC
9
D.A. Davidson & Co
Montana
$409K 28,200 -1,000 -3%
WWM
10
Western Wealth Management
Colorado
$305K 21,032 +775 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$222K 15,281
CCM
12
Covington Capital Management
California
$216K 14,900 -200 -1%
GC
13
Guggenheim Capital
Illinois
$200K 13,778 +13,778 New
PWPS
14
Pinnacle Wealth Planning Services
Ohio
$189K 13,000 +13,000 New
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$183K 12,575 -1,775 -12%
FAAS
16
First Allied Advisory Services
California
$148K 10,181
CAN
17
Cetera Advisor Networks
California
$134K 9,216 +9,216 New
Bank of America
18
Bank of America
North Carolina
$114K 7,885 -4,552 -37%
PAG
19
Private Advisor Group
New Jersey
$86K 5,892 -5,871 -50%
CAC
20
Certified Advisory Corp
Florida
$65K 4,480 +78 +2%
SW
21
SVB Wealth
Massachusetts
$56K 3,904
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$38K 2,600
AF
23
Advisornet Financial
Minnesota
$36K 2,500
RCA
24
Ranch Capital Advisors
Florida
$27K 1,750
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$22K 1,290