PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

40 hedge funds and large institutions have $12.6M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$111K -$5.07K -470 -4%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$96K +$96K +8,960 New
Citigroup
28
Citigroup
New York
$89K
AF
29
Advisornet Financial
Minnesota
$78K
Bank of America
30
Bank of America
North Carolina
$59K -$15.8K -1,459 -21%
UBS Group
31
UBS Group
Switzerland
$59K -$14.1K -1,314 -19%
AG
32
Advisor Group
Arizona
$52K -$2.86K -267 -5%
FHA
33
Flagship Harbor Advisors
Massachusetts
$46K +$46K +4,310 New
SF
34
Synovus Financial
Georgia
$41K
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$22K
RCAG
37
Rehmann Capital Advisory Group
Michigan
$21.5K
APA
38
American Portfolios Advisors
New York
$14K
GWM
39
Geneos Wealth Management
Colorado
$12K
IA
40
IFP Advisors
Florida
$5K +$5K +428 New
PAG
41
Private Advisor Group
New Jersey
-$275K -25,295 Closed
GC
42
Guggenheim Capital
Illinois
-$175K -16,119 Closed
PWM
43
Perigon Wealth Management
California
-$36K -3,290 Closed
RFWA
44
RPg Family Wealth Advisory
Massachusetts
-$13.7K -1,260 Closed
LGWM
45
Litman Gregory Wealth Management
California
-$4K -400 Closed
SWP
46
Stratos Wealth Partners
Ohio
-$2K -200 Closed