PFD

Flaherty & Crumrine Preferred and Income Fund

42 hedge funds and large institutions have $13.9M invested in Flaherty & Crumrine Preferred and Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.86M 181,522 +13,930 +8%
PWS
2
Private Wealth Strategies
Ohio
$1.39M 88,168 +918 +1%
UBS Group
3
UBS Group
Switzerland
$1.24M 78,421 -1,791 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$919K 58,205 +5,717 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$796K 50,462 +3,773 +8%
Wells Fargo
6
Wells Fargo
California
$669K 42,429 -7,588 -15%
LPL Financial
7
LPL Financial
California
$577K 36,634 -4,148 -10%
PWPS
8
Pinnacle Wealth Planning Services
Ohio
$441K 28,000
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$439K 27,850 +10,500 +61%
DADC
10
D.A. Davidson & Co
Montana
$410K 26,000
CW
11
CreativeOne Wealth
Kansas
$357K 22,675 -9,775 -30%
Bank of America
12
Bank of America
North Carolina
$346K 21,951 -264,884 -92%
WAM
13
Wolverine Asset Management
Illinois
$342K 21,714 +7,090 +48%
WS
14
Wedbush Securities
California
$323K 20,511 -700 -3%
RJA
15
Raymond James & Associates
Florida
$284K 18,032 +5,886 +48%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$273K 17,330 -5,091 -23%
CAN
17
Cetera Advisor Networks
California
$261K 16,549 +3,707 +29%
CCM
18
Covington Capital Management
California
$235K 14,900
SWMP
19
Signature Wealth Management Partners
New Jersey
$226K 14,351
Baird Financial Group
20
Baird Financial Group
Wisconsin
$214K 13,609 +13,609 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$201K 12,738 +14 +0.1%
BAM
22
Belpointe Asset Management
Nevada
$191K 14,750 +14,750 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$179K 11,386 -3,990 -26%
MFA
24
McClarren Financial Advisors
Pennsylvania
$130K 8,299 +132 +2%
Bessemer Group
25
Bessemer Group
New Jersey
$110K 7,000