PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

45 hedge funds and large institutions have $39M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$185K
CCG
27
Catalina Capital Group
California
$184K
BW
28
Basepoint Wealth
Iowa
$172K
HighTower Advisors
29
HighTower Advisors
Illinois
$147K
AC
30
Apella Capital
Connecticut
$146K
SFI
31
SPC Financial Inc
Maryland
$131K
JCM
32
Jag Capital Management
Missouri
$124K
MFWP
33
Mosaic Family Wealth Partners
Missouri
$115K
Osaic Holdings
34
Osaic Holdings
Arizona
$113K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$111K
CPRC
36
Consolidated Portfolio Review Corp
New York
$103K
UBS Group
37
UBS Group
Switzerland
$71.4K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$32.4K
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$31.3K
AF
40
Allworth Financial
California
$24.5K
WBC
41
West Branch Capital
Massachusetts
$22.4K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$16K
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
CA
44
CoreCap Advisors
Michigan
$9.75K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$9.75K
MC
46
Matisse Capital
Oregon
EMCIP
47
Ewing Morris & Co Investment Partners
Ontario, Canada
SXL
48
Summit X LLC
Missouri
WAM
49
Wolverine Asset Management
Illinois
SAM
50
Smith Asset Management
Florida