PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

51 hedge funds and large institutions have $39.8M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
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
Bank of America
26
Bank of America
North Carolina
$132K
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$125K
AC
28
AlphaCore Capital
California
$117K
JCM
29
Jag Capital Management
Missouri
$115K
MFWP
30
Mosaic Family Wealth Partners
Missouri
$107K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$106K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$101K
CCFM
33
Clear Creek Financial Management
Washington
$99.8K
LSC
34
Logan Stone Capital
Illinois
$95K
BW
35
Basepoint Wealth
Iowa
$89.8K
Osaic Holdings
36
Osaic Holdings
Arizona
$83.1K
UBS Group
37
UBS Group
Switzerland
$56K
MG
38
Mather Group
Illinois
$53.2K
AAP
39
Arax Advisory Partners
Colorado
$38.6K
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$33.7K
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$27.1K
WB
42
Webster Bank
Connecticut
$27.1K
AF
43
Allworth Financial
California
$22.7K
WBC
44
West Branch Capital
Massachusetts
$21.4K
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$10K
RF
47
Rossby Financial
Florida
$6.39K
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$5.4K
HI
49
Harbour Investments
Wisconsin
$3.62K
HWP
50
Highline Wealth Partners
California
$2.8K