PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

45 hedge funds and large institutions have $30M invested in Flaherty & Crumrine Preferred and Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$5.27M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.26M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$406K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$197K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
SA
3
SFI Advisors
New Jersey
$228K
4
SIA
4
Sit Investment Associates
Minnesota
$3.79M
5
LCM
5
Landscape Capital Management
New Jersey
$256K
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$5.27M 441,364 +441,364 New
SIA
2
Sit Investment Associates
Minnesota
$3.79M 317,076 -41,606 -12%
Morgan Stanley
3
Morgan Stanley
New York
$3.01M 251,751 +19,752 +9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.92M 160,693 -12,894 -7%
UBS Group
5
UBS Group
Switzerland
$1.86M 155,361 +1,073 +0.7%
MC
6
Matisse Capital
Oregon
$1.67M 140,108 -260 -0.2%
AA
7
AQR Arbitrage
Connecticut
$1.59M 134,281 -18,953 -12%
Wells Fargo
8
Wells Fargo
California
$1.58M 132,457 +12,289 +10%
Bank of America
9
Bank of America
North Carolina
$1.43M 119,498 -100,135 -46%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.26M 105,214 +54,234 +106%
Osaic Holdings
11
Osaic Holdings
Arizona
$967K 80,926 -2,737 -3%
RCM
12
Robinson Capital Management
Michigan
$657K 55,008 +150 +0.3%
LPL Financial
13
LPL Financial
California
$483K 40,435 +2,474 +7%
CSPIA
14
Cary Street Partners Investment Advisory
Virginia
$406K 34,000 +34,000 New
LWM
15
LongView Wealth Management
Georgia
$272K 22,780 -2,652 -10%
RJA
16
Raymond James & Associates
Florida
$264K 22,087 +16 +0.1%
LCM
17
Landscape Capital Management
New Jersey
$256K 21,384 -29,712 -58%
WS
18
Wedbush Securities
California
$250K 20,949 +5,500 +36%
SA
19
SFI Advisors
New Jersey
$228K 19,073 -71,201 -79%
IA
20
IFP Advisors
Florida
$221K 18,492 +688 +4%
DADC
21
D.A. Davidson & Co
Montana
$207K 17,300 -475 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$206K 17,250 -91 -0.5%
PFA
23
Pathway Financial Advisors
Vermont
$202K 16,920 -6,823 -29%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$197K 16,520 +16,520 New
CFG
25
Cooper Financial Group
California
$187K 15,689 +2,356 +18%
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