PFD

Flaherty & Crumrine Preferred and Income Fund

42 hedge funds and large institutions have $20.8M invested in Flaherty & Crumrine Preferred and Income Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.35M 358,211 +13,588 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.92M 164,928 -1,224 -0.7%
PWS
3
Private Wealth Strategies
Ohio
$1.53M 86,424 +6,312 +8%
UBS Group
4
UBS Group
Switzerland
$1.43M 80,741 +6,445 +9%
Wells Fargo
5
Wells Fargo
California
$903K 50,955 -29,924 -37%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$799K 45,110 +3,446 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$735K 41,461 +134 +0.3%
LPL Financial
8
LPL Financial
California
$732K 41,297 +8 +0%
CCA
9
Cadent Capital Advisors
Oklahoma
$701K 39,577 -4,862 -11%
DADC
10
D.A. Davidson & Co
Montana
$461K 26,000 -1,500 -5%
PWPS
11
Pinnacle Wealth Planning Services
Ohio
$408K 23,000 +5,000 +28%
WS
12
Wedbush Securities
California
$376K 21,211 -400 -2%
CW
13
CreativeOne Wealth
Kansas
$328K 18,500 +4,000 +28%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$320K 18,106 +2,508 +16%
CCM
15
Covington Capital Management
California
$264K 14,900
SWMP
16
Signature Wealth Management Partners
New Jersey
$254K 14,351 +14,351 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$243K 13,699 -1,606 -10%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$242K 13,671 +875 +7%
GC
19
Guggenheim Capital
Illinois
$233K 13,159 +6 +0%
PAG
20
Private Advisor Group
New Jersey
$227K 12,832 -2,454 -16%
RJA
21
Raymond James & Associates
Florida
$185K 10,426
QWM
22
Quaker Wealth Management
New Jersey
$179K 13,566 +13,566 New
MFA
23
McClarren Financial Advisors
Pennsylvania
$143K 8,044 +8,044 New
WLPWM
24
Walled Lake Planning & Wealth Management
Illinois
$111K 6,236 +100 +2%
NFSG
25
Newbridge Financial Services Group
Florida
$105K 5,930 -3,608 -38%