PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

44 hedge funds and large institutions have $19.3M invested in Flaherty & Crumrine Preferred and Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAFM
1
Mid Atlantic Financial Management
Pennsylvania
$290K
2
WAM
2
Wolverine Asset Management
Illinois
$244K
3
CW
3
CreativeOne Wealth
Kansas
$542K
4
CAN
4
Cetera Advisor Networks
California
$214K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$875K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.79M
2
GC
2
Guggenheim Capital
Illinois
$0
3
CCA
3
Cadent Capital Advisors
Oklahoma
$551K
4
VBCG
4
Valley Brook Capital Group
Pennsylvania
$0
5
CAC
5
Certified Advisory Corp
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.79M 286,835 -71,376 -20%
Morgan Stanley
2
Morgan Stanley
New York
$2.8M 167,592 +2,664 +2%
PWS
3
Private Wealth Strategies
Ohio
$1.46M 87,250 +826 +1%
UBS Group
4
UBS Group
Switzerland
$1.34M 80,212 -529 -0.7%
Osaic Holdings
5
Osaic Holdings
Arizona
$875K 52,488 +11,027 +27%
Wells Fargo
6
Wells Fargo
California
$835K 50,017 -938 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$780K 46,689 +1,579 +4%
LPL Financial
8
LPL Financial
California
$681K 40,782 -515 -1%
CCA
9
Cadent Capital Advisors
Oklahoma
$551K 33,020 -6,557 -17%
CW
10
CreativeOne Wealth
Kansas
$542K 32,450 +13,950 +75%
PWPS
11
Pinnacle Wealth Planning Services
Ohio
$468K 28,000 +5,000 +22%
DADC
12
D.A. Davidson & Co
Montana
$434K 26,000 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$374K 22,421 +4,315 +24%
WS
14
Wedbush Securities
California
$354K 21,211 – –
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$290K 17,350 +17,350 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$257K 15,376 +1,705 +12%
CCM
17
Covington Capital Management
California
$249K 14,900 – –
WAM
18
Wolverine Asset Management
Illinois
$244K 14,624 +14,624 New
SWMP
19
Signature Wealth Management Partners
New Jersey
$240K 14,351 – –
CAN
20
Cetera Advisor Networks
California
$214K 12,842 +12,842 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$212K 12,724 -975 -7%
RJA
22
Raymond James & Associates
Florida
$203K 12,146 +1,720 +16%
PAG
23
Private Advisor Group
New Jersey
$167K 10,009 -2,823 -22%
MFA
24
McClarren Financial Advisors
Pennsylvania
$136K 8,167 +123 +2%
Bessemer Group
25
Bessemer Group
New Jersey
$117K 7,000 +7,000 New
1
2