PFO
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
PFO
36 hedge funds and large institutions have $9.26M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$260K |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$207K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$143K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$62.5K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$28.9K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PCM
26
Poehling Capital Management
Madison,
Wisconsin
| $99K | +$99K | +10,000 | New |
|
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $94K | -$28.9K | -2,913 | -24% |
|
28
Citigroup
New York
| $82K | – | – | – |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $72K | – | – | – |
|
|
SAM
30
S.A. Mason
Holland,
Michigan
| $69K | – | – | – |
|
31
Bank of America
Charlotte,
North Carolina
| $45K | -$1.55K | -155 | -3% |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $12.9K | – | – | – |
|
|
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $12.9K | – | – | – |
|
|
FCM
34
Firestone Capital Management
Coral Gables,
Florida
| $10K | +$850 | +85 | +9% |
|
|
GWM
35
Geneos Wealth Management
Englewood,
Colorado
| $9K | -$3K | -300 | -25% |
|
|
AIC
36
Ameritas Investment Company
Lincoln,
Nebraska
| $9K | +$9K | +888 | New |
|
|
TPWA
37
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$207K | -16,852 | Closed |
|
|
38
Stifel Financial
St. Louis,
Missouri
| – | -$143K | -11,500 | Closed |
|