PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

44 hedge funds and large institutions have $14.5M invested in Flaherty & Crumrine Preferred and Income Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
10
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$1.1M
2
WAM
2
Wolverine Asset Management
Illinois
$353K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.09M
4
WWM
4
Western Wealth Management
Colorado
$196K
5
CAN
5
Cetera Advisor Networks
California
$180K

Top Sellers

1
PWS
1
Private Wealth Strategies
Ohio
$823K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
CW
4
CreativeOne Wealth
Kansas
$0
5
Wells Fargo
5
Wells Fargo
California
$423K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.63M 189,695 +2,992 +2%
UBS Group
2
UBS Group
Switzerland
$1.25M 90,256 +1,787 +2%
Invesco
3
Invesco
Georgia
$1.21M 87,228 +5,576 +7%
CF
4
Centaurus Financial
California
$1.1M 79,136 +69,143 +692%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.09M 78,223 +22,259 +40%
PWS
6
Private Wealth Strategies
Ohio
$823K 59,414 -29,687 -33%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$737K 53,196 -264 -0.5%
LPL Financial
8
LPL Financial
California
$689K 49,746 +6,185 +14%
Wells Fargo
9
Wells Fargo
California
$423K 30,526 -11,736 -28%
Bank of America
10
Bank of America
North Carolina
$400K 28,916 +2,032 +8%
PWPS
11
Pinnacle Wealth Planning Services
Ohio
$388K 28,000 – –
DADC
12
D.A. Davidson & Co
Montana
$360K 26,000 – –
WAM
13
Wolverine Asset Management
Illinois
$353K 25,474 +25,474 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$294K 21,249 +2,390 +13%
WS
15
Wedbush Securities
California
$267K 19,265 – –
RJA
16
Raymond James & Associates
Florida
$245K 17,660 -718 -4%
GC
17
Guggenheim Capital
Illinois
$229K 16,499 -644 -4%
CCM
18
Covington Capital Management
California
$207K 14,900 – –
SWMP
19
Signature Wealth Management Partners
New Jersey
$199K 14,351 – –
WWM
20
Western Wealth Management
Colorado
$196K 14,200 +14,200 New
CAN
21
Cetera Advisor Networks
California
$180K 13,000 +13,000 New
Northern Trust
22
Northern Trust
Illinois
$154K 11,110 +11,110 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$153K 11,041 -345 -3%
APG
24
Abacus Planning Group
South Carolina
$152K 10,957 +10,957 New
NA
25
NewEdge Advisors
Louisiana
$150K 10,850 +10,850 New
1
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