PFD

Flaherty & Crumrine Preferred and Income Fund

42 hedge funds and large institutions have $21.8M invested in Flaherty & Crumrine Preferred and Income Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
42
Holders Change
+10
Holders Change %
+31.25%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.53M 344,623 +326,293 +1,780%
Morgan Stanley
2
Morgan Stanley
New York
$3.15M 166,152 -74,147 -31%
Wells Fargo
3
Wells Fargo
California
$1.53M 80,879 -9,073 -10%
PWS
4
Private Wealth Strategies
Ohio
$1.52M 80,112 +765 +1%
UBS Group
5
UBS Group
Switzerland
$1.41M 74,296 +20,363 +38%
CCA
6
Cadent Capital Advisors
Oklahoma
$842K 44,439 +44,439 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$790K 41,664 -1,627 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$783K 41,327 +596 +1%
LPL Financial
9
LPL Financial
California
$782K 41,289 -6,262 -13%
DADC
10
D.A. Davidson & Co
Montana
$521K 27,500
WS
11
Wedbush Securities
California
$410K 21,611 -3,300 -13%
PWPS
12
Pinnacle Wealth Planning Services
Ohio
$341K 18,000
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$295K 15,598 +2,397 +18%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$290K 15,305 +11 +0.1%
PAG
15
Private Advisor Group
New Jersey
$290K 15,286 +15,286 New
CCM
16
Covington Capital Management
California
$282K 14,900
CW
17
CreativeOne Wealth
Kansas
$275K 14,500 +14,500 New
GC
18
Guggenheim Capital
Illinois
$249K 13,153 -65 -0.5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$242K 12,796 +12,796 New
SBIA
20
Sheaff Brock Investment Advisors
Indiana
$227K 12,000 +900 +8%
RJA
21
Raymond James & Associates
Florida
$198K 10,426 +250 +2%
NFSG
22
Newbridge Financial Services Group
Florida
$181K 9,538 +381 +4%
VBCG
23
Valley Brook Capital Group
Pennsylvania
$120K 6,340 +6,340 New
WLPWM
24
Walled Lake Planning & Wealth Management
Illinois
$116K 6,136
SW
25
SVB Wealth
Massachusetts
$73K 3,904