PFD

Flaherty & Crumrine Preferred and Income Fund

37 hedge funds and large institutions have $13M invested in Flaherty & Crumrine Preferred and Income Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.47M 232,438 +8,051 +4%
Invesco
2
Invesco
Georgia
$1.29M 121,679 +29,117 +31%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.09M 102,831 +40,997 +66%
UBS Group
4
UBS Group
Switzerland
$1.08M 101,963 +14,134 +16%
CF
5
Centaurus Financial
California
$1.03M 97,295 +9,359 +11%
PWS
6
Private Wealth Strategies
Ohio
$654K 61,667 +1,128 +2%
Wells Fargo
7
Wells Fargo
California
$648K 61,135 +49,225 +413%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$643K 60,580 +8,431 +16%
SA
9
SFI Advisors
New Jersey
$434K 40,921 +722 +2%
DADC
10
D.A. Davidson & Co
Montana
$411K 38,699 +5,342 +16%
LPL Financial
11
LPL Financial
California
$404K 38,058 +1,512 +4%
Bank of America
12
Bank of America
North Carolina
$397K 37,379 +11,277 +43%
PWPS
13
Pinnacle Wealth Planning Services
Ohio
$297K 28,000
WS
14
Wedbush Securities
California
$238K 22,475 +3,207 +17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$225K 21,250 +829 +4%
RJA
16
Raymond James & Associates
Florida
$191K 17,960 -1,969 -10%
NA
17
NewEdge Advisors
Louisiana
$176K 16,580 +2,330 +16%
CCM
18
Covington Capital Management
California
$158K 14,900
SWMP
19
Signature Wealth Management Partners
New Jersey
$152K 14,351
GC
20
Guggenheim Capital
Illinois
$151K 14,250 -228 -2%
CAN
21
Cetera Advisor Networks
California
$146K 13,774 +14 +0.1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$121K 11,390 +11,390 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$108K 10,211
Creative Planning
24
Creative Planning
Kansas
$107K 10,082 +10,082 New
WWM
25
Western Wealth Management
Colorado
$105K 10,000 -2,880 -22%