PFD

Flaherty & Crumrine Preferred and Income Fund

40 hedge funds and large institutions have $15.6M invested in Flaherty & Crumrine Preferred and Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.46M 231,485 +15,679 +7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.45M 231,297 +152,020 +192%
Invesco
3
Invesco
Georgia
$1.19M 112,470 -31,820 -22%
UBS Group
4
UBS Group
Switzerland
$1.14M 107,365 +1,430 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.09M 102,789 -247 -0.2%
CF
6
Centaurus Financial
California
$1.06M 100,069 +13,633 +16%
HBCM
7
Heron Bay Capital Management
Michigan
$738K 69,570 +69,570 New
PWS
8
Private Wealth Strategies
Ohio
$676K 63,707 +964 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$617K 58,066 -2,562 -4%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$494K 46,581 -823 -2%
LPL Financial
11
LPL Financial
California
$464K 43,774 -2,730 -6%
DADC
12
D.A. Davidson & Co
Montana
$409K 38,529 -1,524 -4%
SA
13
SFI Advisors
New Jersey
$401K 37,840 +7,682 +25%
NA
14
NewEdge Advisors
Louisiana
$250K 25,109 +1,429 +6%
WS
15
Wedbush Securities
California
$228K 21,519 +1,955 +10%
CFG
16
Cooper Financial Group
California
$213K 20,102 +3,620 +22%
Wells Fargo
17
Wells Fargo
California
$174K 16,440 -15,295 -48%
PWPS
18
Pinnacle Wealth Planning Services
Ohio
$164K 15,500 -12,500 -45%
PFC
19
Poplar Forest Capital
California
$164K 15,425 +15,425 New
RJA
20
Raymond James & Associates
Florida
$164K 15,419 +414 +3%
SWMP
21
Signature Wealth Management Partners
New Jersey
$152K 14,351
CAN
22
Cetera Advisor Networks
California
$144K 13,599 -188 -1%
Cerity Partners
23
Cerity Partners
New York
$142K 13,400 -1,500 -10%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$113K 10,646 -2,424 -19%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$110K 10,361 +150 +1%