PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

Overview Fund Activity

43 hedge funds and large institutions have $22.7M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Mustico Financial Group
New York
$702K
2
SIA
2
Sit Investment Associates
Minnesota
$6.19M
3
WAM
3
Wolverine Asset Management
Illinois
$365K
4
DADC
4
D.A. Davidson & Co
Montana
$714K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$397K

Top Sellers

1
CPRC
1
Consolidated Portfolio Review Corp
New York
$98.1K
2
AA
2
AQR Arbitrage
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.03M
4
CSIC
4
Clifford Swan Investment Counsel
California
$139K
5
VCWA
5
Vanguard Capital Wealth Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$6.19M 669,332 +61,115 +10%
RCM
2
Rivernorth Capital Management
Florida
$2.29M 247,722 +4,305 +2%
PAG
3
Private Advisor Group
New Jersey
$1.75M 189,408 +1,245 +0.7%
MC
4
Matisse Capital
Oregon
$1.58M 170,775 – –
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.28M 138,408 +6,058 +5%
Morgan Stanley
6
Morgan Stanley
New York
$1.03M 111,328 -24,444 -18%
DADC
7
D.A. Davidson & Co
Montana
$714K 77,228 +13,701 +22%
MFG
8
Mustico Financial Group
New York
$702K 75,568 +75,568 New
EMCIP
9
Ewing Morris & Co Investment Partners
Ontario, Canada
$700K 75,690 – –
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$610K 65,942 -3,447 -5%
SXL
11
Summit X LLC
Missouri
$528K 57,112 -5,320 -9%
NWM
12
Napa Wealth Management
California
$509K 55,056 -530 -1%
LPL Financial
13
LPL Financial
California
$431K 46,557 +10,712 +30%
Invesco
14
Invesco
Georgia
$403K 43,592 +6,372 +17%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$397K 42,878 +11,682 +37%
Wells Fargo
16
Wells Fargo
California
$393K 42,482 -1,532 -3%
WAM
17
Wolverine Asset Management
Illinois
$365K 39,431 +39,431 New
SFS
18
Sowell Financial Services
Arkansas
$361K 39,073 – –
NA
19
NewEdge Advisors
Louisiana
$287K 31,081 +2,709 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$233K 25,870 -1,000 -4%
Bank of America
21
Bank of America
North Carolina
$199K 21,464 -326 -1%
CCG
22
Catalina Capital Group
California
$174K 18,855 – –
HighTower Advisors
23
HighTower Advisors
Illinois
$146K 15,803 +25 +0.2%
AC
24
Apella Capital
Connecticut
$139K 15,066 – –
CSIC
25
Clifford Swan Investment Counsel
California
$139K 15,000 -14,500 -49%
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