PFD

Flaherty & Crumrine Preferred and Income Fund

33 hedge funds and large institutions have $14.9M invested in Flaherty & Crumrine Preferred and Income Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.52M 255,513 +24,216 +10%
Morgan Stanley
2
Morgan Stanley
New York
$2.27M 229,798 -1,687 -0.7%
UBS Group
3
UBS Group
Switzerland
$1.35M 136,413 +29,048 +27%
Invesco
4
Invesco
Georgia
$1.33M 134,420 +21,950 +20%
Osaic Holdings
5
Osaic Holdings
Arizona
$977K 99,132 -3,657 -4%
CF
6
Centaurus Financial
California
$963K 97,659 -2,410 -2%
PWS
7
Private Wealth Strategies
Ohio
$633K 64,171 +464 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$539K 54,716 -3,350 -6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$457K 46,356 -225 -0.5%
SA
10
SFI Advisors
New Jersey
$447K 45,359 +7,519 +20%
LPL Financial
11
LPL Financial
California
$442K 44,831 +1,057 +2%
WAM
12
Wolverine Asset Management
Illinois
$439K 44,537 +44,537 New
HBCM
13
Heron Bay Capital Management
Michigan
$408K 41,405 -28,165 -40%
NA
14
NewEdge Advisors
Louisiana
$288K 29,224 +4,115 +16%
DADC
15
D.A. Davidson & Co
Montana
$275K 27,851 -10,678 -28%
Wells Fargo
16
Wells Fargo
California
$248K 25,115 +8,675 +53%
WS
17
Wedbush Securities
California
$202K 20,515 -1,004 -5%
CFG
18
Cooper Financial Group
California
$198K 20,102
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$173K 17,586 -303 -2%
RJA
20
Raymond James & Associates
Florida
$162K 16,479 +1,060 +7%
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$153K 15,500
PFC
22
Poplar Forest Capital
California
$152K 15,425
MFA
23
McClarren Financial Advisors
Pennsylvania
$92K 9,350 +158 +2%
Bank of America
24
Bank of America
North Carolina
$86.5K 8,775 +2,456 +39%
SIA
25
Sit Investment Associates
Minnesota
$75K 7,622