PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

Overview Fund Activity

26 hedge funds and large institutions have $8.77M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$508K
2
WAM
2
Wolverine Asset Management
Illinois
$214K
3
VKH
3
Virtu KCG Holdings
New York
$148K
4
LPL Financial
4
LPL Financial
California
$811K
5
TC
5
TFS Capital
Pennsylvania
$122K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$259K
2
Morgan Stanley
2
Morgan Stanley
New York
$1.12M
3
VFS
3
VSR Financial Services
Kansas
$143K
4
Creative Planning
4
Creative Planning
Kansas
$0
5
ICAS
5
Investors Capital Advisory Services
Massachusetts
$227K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$2K +$2K +200 New
Creative Planning
27
Creative Planning
Kansas
– -$49K -4,034 Closed
1
2