PFD

Flaherty & Crumrine Preferred and Income Fund

46 hedge funds and large institutions have $32.9M invested in Flaherty & Crumrine Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$6.43M +$1.68M +148,221 +35%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$4.99M
Morgan Stanley
3
Morgan Stanley
New York
$2.82M +$31.2K +2,755 +1%
Raymond James Financial
4
Raymond James Financial
Florida
$2.01M +$74.3K +6,569 +4%
Bank of America
5
Bank of America
North Carolina
$1.75M +$147K +13,033 +9%
MC
6
Matisse Capital
Oregon
$1.52M
UBS Group
7
UBS Group
Switzerland
$1.48M +$25.9K +2,292 +2%
AA
8
AQR Arbitrage
Connecticut
$1.03M -$95.4K -8,435 -8%
UB
9
UMB Bank
Missouri
$977K
Osaic Holdings
10
Osaic Holdings
Arizona
$894K -$45K -4,001 -5%
Wells Fargo
11
Wells Fargo
California
$764K -$663K -58,598 -46%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$761K -$288K -25,442 -27%
Lido Advisors
13
Lido Advisors
California
$744K +$12.3K +1,087 +2%
WAM
14
Wolverine Asset Management
Illinois
$626K +$416K +36,748 +197%
RCM
15
Robinson Capital Management
Michigan
$622K
RCM
16
Rivernorth Capital Management
Florida
$591K -$149K -13,169 -20%
PFA
17
Pathway Financial Advisors
Vermont
$545K +$212K +18,750 +64%
CSP
18
Cary Street Partners
Virginia
$507K +$15.1K +1,335 +3%
LPL Financial
19
LPL Financial
California
$473K -$35.5K -3,135 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$469K +$251K +22,246 +116%
GC
21
Guggenheim Capital
Illinois
$397K -$8.53K -754 -2%
BAG
22
Bridgewealth Advisory Group
California
$314K +$314K +27,733 New
LWM
23
LongView Wealth Management
Georgia
$258K
WS
24
Wedbush Securities
California
$209K -$22.6K -2,000 -10%
DADC
25
D.A. Davidson & Co
Montana
$188K