PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

43 hedge funds and large institutions have $18.7M invested in Flaherty & Crumrine Preferred and Income Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.02M
2
Bank of America
2
Bank of America
North Carolina
$1.41M
3
SIA
3
Sit Investment Associates
Minnesota
$832K
4
AA
4
AQR Arbitrage
Connecticut
$970K
5
LCM
5
Landscape Capital Management
New Jersey
$456K

Top Sellers

1
CF
1
Centaurus Financial
California
$151K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
UBS Group
3
UBS Group
Switzerland
$1.44M
4
SA
4
SFI Advisors
New Jersey
$296K
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.02M 406,394 +183,194 +82%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.41M 243,917 -11,688 -5%
UBS Group
3
UBS Group
Switzerland
$1.44M 145,753 -32,296 -18%
Bank of America
4
Bank of America
North Carolina
$1.41M 142,957 +133,664 +1,438%
WAM
5
Wolverine Asset Management
Illinois
$1.09M 110,200 -3,850 -3%
AA
6
AQR Arbitrage
Connecticut
$970K 98,228 +54,057 +122%
Osaic Holdings
7
Osaic Holdings
Arizona
$909K 92,051 -10,661 -10%
SIA
8
Sit Investment Associates
Minnesota
$832K 84,189 +76,567 +1,005%
PWS
9
Private Wealth Strategies
Ohio
$653K 66,067 +1,161 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$589K 59,665 +4,411 +8%
LCM
11
Landscape Capital Management
New Jersey
$456K 46,153 +46,153 New
RCM
12
Robinson Capital Management
Michigan
$449K 44,858 +4,947 +12%
LPL Financial
13
LPL Financial
California
$390K 39,437 -4,042 -9%
LWM
14
LongView Wealth Management
Georgia
$297K 29,397 +29,397 New
SA
15
SFI Advisors
New Jersey
$296K 29,995 -18,864 -39%
Wells Fargo
16
Wells Fargo
California
$237K 23,940 -1,741 -7%
RJA
17
Raymond James & Associates
Florida
$220K 22,307 +5,500 +33%
DADC
18
D.A. Davidson & Co
Montana
$215K 21,775 -8,940 -29%
MC
19
Matisse Capital
Oregon
$197K 19,898 +19,898 New
SCM
20
Saba Capital Management
New York
$193K 19,571 -5,804 -23%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$171K 17,274 -783 -4%
Truist Financial
22
Truist Financial
North Carolina
$170K 17,198 +17,198 New
WS
23
Wedbush Securities
California
$165K 16,657 +20 +0.1%
PFC
24
Poplar Forest Capital
California
$152K 15,425 – –
CF
25
Centaurus Financial
California
$151K 15,303 -86,750 -85%
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