PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

48 hedge funds and large institutions have $31.7M invested in Flaherty & Crumrine Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$735K
2
SIA
2
Sit Investment Associates
Minnesota
$4.71M
3
Bank of America
3
Bank of America
North Carolina
$1.59M
4
WAM
4
Wolverine Asset Management
Illinois
$209K
5
GC
5
Guggenheim Capital
Illinois
$402K

Top Sellers

1
SA
1
SFI Advisors
New Jersey
$227K
2
BAG
2
Bridgewealth Advisory Group
California
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
AA
4
AQR Arbitrage
Connecticut
$1.12M
5
FNT
5
First National Trust
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$4.71M 420,011 +65,113 +18%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$4.63M 441,364 – –
Morgan Stanley
3
Morgan Stanley
New York
$2.76M 246,225 +8,258 +3%
Raymond James Financial
4
Raymond James Financial
Florida
$1.92M 170,768 -10,407 -6%
Bank of America
5
Bank of America
North Carolina
$1.59M 141,545 +33,682 +31%
MC
6
Matisse Capital
Oregon
$1.51M 134,805 – –
UBS Group
7
UBS Group
Switzerland
$1.45M 128,919 -8,765 -6%
Wells Fargo
8
Wells Fargo
California
$1.42M 126,186 -862 -0.7%
AA
9
AQR Arbitrage
Connecticut
$1.12M 99,456 -16,715 -14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.04M 92,683 -2,088 -2%
UB
11
UMB Bank
Missouri
$969K 86,373 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$937K 83,538 +3,537 +4%
SAM
13
Smith Asset Management
Florida
$840K 74,884 -935 -1%
RCM
14
Rivernorth Capital Management
Florida
$735K 65,467 +65,467 New
Lido Advisors
15
Lido Advisors
California
$726K 64,724 -6,090 -9%
RCM
16
Robinson Capital Management
Michigan
$617K 55,008 – –
LPL Financial
17
LPL Financial
California
$504K 44,941 +6,458 +17%
CSP
18
Cary Street Partners
Virginia
$488K 43,500 +4,000 +10%
GC
19
Guggenheim Capital
Illinois
$402K 35,814 +15,526 +77%
PFA
20
Pathway Financial Advisors
Vermont
$330K 29,446 +12,819 +77%
LWM
21
LongView Wealth Management
Georgia
$256K 22,780 – –
WS
22
Wedbush Securities
California
$230K 20,500 – –
SA
23
SFI Advisors
New Jersey
$227K 20,267 -33,161 -62%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$216K 19,243 +74 +0.4%
WAM
25
Wolverine Asset Management
Illinois
$209K 18,635 +18,635 New
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