PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

46 hedge funds and large institutions have $24.8M invested in Flaherty & Crumrine Preferred and Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$1.47M
2
SIA
2
Sit Investment Associates
Minnesota
$3.75M
3
Bank of America
3
Bank of America
North Carolina
$2.29M
4
Wells Fargo
4
Wells Fargo
California
$1.25M
5
AA
5
AQR Arbitrage
Connecticut
$1.6M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$75K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.81M
3
LSC
3
Logan Stone Capital
Illinois
$0
4
WAM
4
Wolverine Asset Management
Illinois
$1.17M
5
UBS Group
5
UBS Group
Switzerland
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$3.75M 358,682 +67,515 +23%
Morgan Stanley
2
Morgan Stanley
New York
$2.42M 231,999 +8,850 +4%
Bank of America
3
Bank of America
North Carolina
$2.29M 219,633 +63,231 +40%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.81M 173,587 -62,427 -26%
UBS Group
5
UBS Group
Switzerland
$1.61M 154,288 -4,382 -3%
AA
6
AQR Arbitrage
Connecticut
$1.6M 153,234 +28,567 +23%
MC
7
Matisse Capital
Oregon
$1.47M 140,368 +119,230 +564%
Wells Fargo
8
Wells Fargo
California
$1.25M 120,168 +48,203 +67%
WAM
9
Wolverine Asset Management
Illinois
$1.17M 112,483 -14,617 -12%
SA
10
SFI Advisors
New Jersey
$942K 90,274 +831 +0.9%
Osaic Holdings
11
Osaic Holdings
Arizona
$873K 83,663 -1,171 -1%
PWS
12
Private Wealth Strategies
Ohio
$716K 68,628 +1,139 +2%
RCM
13
Robinson Capital Management
Michigan
$570K 54,858 – –
LCM
14
Landscape Capital Management
New Jersey
$533K 51,096 -785 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$532K 50,980 -4,324 -8%
LPL Financial
16
LPL Financial
California
$396K 37,961 +212 +0.6%
LWM
17
LongView Wealth Management
Georgia
$266K 25,432 -2,236 -8%
PFA
18
Pathway Financial Advisors
Vermont
$248K 23,743 +23,743 New
RJA
19
Raymond James & Associates
Florida
$230K 22,071 -72 -0.3%
IA
20
IFP Advisors
Florida
$186K 17,804 -233 -1%
DADC
21
D.A. Davidson & Co
Montana
$186K 17,775 -3,902 -18%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$181K 17,341 -146 -0.8%
PFC
23
Poplar Forest Capital
California
$161K 15,425 – –
WS
24
Wedbush Securities
California
$161K 15,449 -1,576 -9%
HighTower Advisors
25
HighTower Advisors
Illinois
$144K 14,168 +14,168 New
1
2