PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

45 hedge funds and large institutions have $28.2M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
26
Clifford Swan Investment Counsel
California
$139K -$134K -14,500 -49%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$130K +$416 +45 +0.3%
SFI
28
SPC Financial Inc
Maryland
$124K
JCM
29
Jag Capital Management
Missouri
$117K
MFWP
30
Mosaic Family Wealth Partners
Missouri
$109K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$105K +$105K +11,301 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$98.6K +$98.6K +10,654 New
CPRC
33
Consolidated Portfolio Review Corp
New York
$98.1K -$376K -40,665 -79%
BFF
34
Byrne Financial Freedom
Massachusetts
$94.4K
UBS Group
35
UBS Group
Switzerland
$65.9K -$21.4K -2,309 -24%
Raymond James Financial
36
Raymond James Financial
Florida
$49.1K +$49.1K +5,308 New
CA
37
CoreCap Advisors
Michigan
$38.9K +$29.6K +3,200 +320%
SAM
38
S.A. Mason
Michigan
$32.4K
AAS
39
Ameritas Advisory Services
Nebraska
$32.4K +$32.4K +3,500 New
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$26.5K +$28 +3 +0.1%
AF
41
Allworth Financial
California
$23.2K +$23.2K +2,510 New
WBC
42
West Branch Capital
Massachusetts
$21K +$277 +30 +1%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$15K +$5.16K +550 +52%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$9.25K +$9.25K +1,000 New
AA
46
AQR Arbitrage
Connecticut
-$237K -25,750 Closed
VCWA
47
Vanguard Capital Wealth Advisors
Colorado
-$129K -14,000 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$109K -11,873 Closed
RCA
49
Resonant Capital Advisors
Wisconsin
-$92.2K -10,000 Closed
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
-$78.2K -8,480 Closed