PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

46 hedge funds and large institutions have $28.4M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Apella Capital
Connecticut
$139K
CSIC
27
Clifford Swan Investment Counsel
California
$139K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$130K
SFI
29
SPC Financial Inc
Maryland
$124K
JCM
30
Jag Capital Management
Missouri
$117K
MFWP
31
Mosaic Family Wealth Partners
Missouri
$109K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$105K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$98.5K
CPRC
34
Consolidated Portfolio Review Corp
New York
$98.1K
BFF
35
Byrne Financial Freedom
Massachusetts
$94.3K
UBS Group
36
UBS Group
Switzerland
$65.9K
Raymond James Financial
37
Raymond James Financial
Florida
$49.1K
CA
38
CoreCap Advisors
Michigan
$38.9K
SAM
39
S.A. Mason
Michigan
$32.4K
AAS
40
Ameritas Advisory Services
Nebraska
$32.4K
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$26.5K
AF
42
Allworth Financial
California
$23.2K
WBC
43
West Branch Capital
Massachusetts
$21K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$15K
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$9.25K
AA
47
AQR Arbitrage
Connecticut
VCWA
48
Vanguard Capital Wealth Advisors
Colorado
Citadel Advisors
49
Citadel Advisors
Florida
RCA
50
Resonant Capital Advisors
Wisconsin