PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

43 hedge funds and large institutions have $22.2M invested in Flaherty & Crumrine Preferred and Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$3.09M
2
SA
2
SFI Advisors
New Jersey
$949K
3
Wells Fargo
3
Wells Fargo
California
$764K
4
AA
4
AQR Arbitrage
Connecticut
$1.32M
5
IA
5
IFP Advisors
Florida
$191K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.37M
2
SCM
2
Saba Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
RL
4
RPO LLC
Connecticut
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$3.09M 291,167 +206,978 +246%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.5M 236,014 -7,903 -3%
Morgan Stanley
3
Morgan Stanley
New York
$2.37M 223,149 -183,245 -45%
UBS Group
4
UBS Group
Switzerland
$1.68M 158,670 +12,917 +9%
Bank of America
5
Bank of America
North Carolina
$1.66M 156,402 +13,445 +9%
WAM
6
Wolverine Asset Management
Illinois
$1.35M 127,100 +16,900 +15%
AA
7
AQR Arbitrage
Connecticut
$1.32M 124,667 +26,439 +27%
SA
8
SFI Advisors
New Jersey
$949K 89,443 +59,448 +198%
Osaic Holdings
9
Osaic Holdings
Arizona
$900K 84,834 -7,217 -8%
Wells Fargo
10
Wells Fargo
California
$764K 71,965 +48,025 +201%
PWS
11
Private Wealth Strategies
Ohio
$716K 67,489 +1,422 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$588K 55,304 -4,361 -7%
RCM
13
Robinson Capital Management
Michigan
$554K 54,858 +10,000 +22%
LCM
14
Landscape Capital Management
New Jersey
$550K 51,881 +5,728 +12%
LPL Financial
15
LPL Financial
California
$401K 37,749 -1,688 -4%
LWM
16
LongView Wealth Management
Georgia
$294K 27,668 -1,729 -6%
RJA
17
Raymond James & Associates
Florida
$235K 22,143 -164 -0.7%
DADC
18
D.A. Davidson & Co
Montana
$230K 21,677 -98 -0.5%
MC
19
Matisse Capital
Oregon
$224K 21,138 +1,240 +6%
IA
20
IFP Advisors
Florida
$191K 18,037 +18,037 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$186K 17,487 +213 +1%
WS
22
Wedbush Securities
California
$181K 17,025 +368 +2%
PFC
23
Poplar Forest Capital
California
$164K 15,425 – –
CF
24
Centaurus Financial
California
$163K 15,351 +48 +0.3%
LSC
25
Logan Stone Capital
Illinois
$158K 14,850 +14,850 New
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