PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

48 hedge funds and large institutions have $31M invested in Flaherty & Crumrine Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.04M
2
UB
2
UMB Bank
Missouri
$971K
3
SAM
3
Smith Asset Management
Florida
$852K
4
Lido Advisors
4
Lido Advisors
California
$796K
5
CSP
5
Cary Street Partners
Virginia
$444K

Top Sellers

1
CSPIA
1
Cary Street Partners Investment Advisory
Virginia
$0
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
AA
3
AQR Arbitrage
Connecticut
$1.3M
4
UBS Group
4
UBS Group
Switzerland
$1.55M
5
CFG
5
Cooper Financial Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$4.95M 441,364 – –
SIA
2
Sit Investment Associates
Minnesota
$3.99M 354,898 +37,822 +12%
Morgan Stanley
3
Morgan Stanley
New York
$2.67M 237,967 -13,784 -5%
Raymond James Financial
4
Raymond James Financial
Florida
$2.04M 181,175 +181,175 New
UBS Group
5
UBS Group
Switzerland
$1.55M 137,684 -17,677 -11%
MC
6
Matisse Capital
Oregon
$1.52M 134,805 -5,303 -4%
Wells Fargo
7
Wells Fargo
California
$1.43M 127,048 -5,409 -4%
AA
8
AQR Arbitrage
Connecticut
$1.3M 116,171 -18,110 -13%
Bank of America
9
Bank of America
North Carolina
$1.21M 107,863 -11,635 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.07M 94,771 -10,443 -10%
UB
11
UMB Bank
Missouri
$971K 86,373 +86,373 New
Osaic Holdings
12
Osaic Holdings
Arizona
$899K 80,001 -925 -1%
SAM
13
Smith Asset Management
Florida
$852K 75,819 +75,819 New
Lido Advisors
14
Lido Advisors
California
$796K 70,814 +70,814 New
RCM
15
Robinson Capital Management
Michigan
$618K 55,008 – –
SA
16
SFI Advisors
New Jersey
$601K 53,428 +34,355 +180%
CSP
17
Cary Street Partners
Virginia
$444K 39,500 +39,500 New
LPL Financial
18
LPL Financial
California
$433K 38,483 -1,952 -5%
BAG
19
Bridgewealth Advisory Group
California
$316K 27,733 +14,688 +113%
Stifel Financial
20
Stifel Financial
Missouri
$307K 27,292 +27,292 New
LWM
21
LongView Wealth Management
Georgia
$256K 22,780 – –
WS
22
Wedbush Securities
California
$230K 20,500 -449 -2%
GC
23
Guggenheim Capital
Illinois
$228K 20,288 +20,288 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$215K 19,169 +1,919 +11%
IA
25
IFP Advisors
Florida
$210K 18,726 +234 +1%
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