We are live on ! Find out more
PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

38 hedge funds and large institutions have $11.2M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

0.05% more ownership

Funds ownership: 7.39% → 7.44% (+0.05%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

7% less capital invested

Capital invested by funds: $12M → $11.2M (-$847K)

7% less funds holding

Funds holding: 41 → 38 (-3)

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$426K
2
PAG
Private Advisor Group
New Jersey
+$274K
3
UCFA
United Capital Financial Advisors
Texas
+$138K
4
RCM
Rivernorth Capital Management
Florida
+$120K
5
FFWM
Future Financial Wealth Management
Ohio
+$65.3K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$157K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$156K
3
AF
Advisornet Financial
Minnesota
-$139K
4
SXL
Summit X LLC
Missouri
-$89.4K
5
Wells Fargo
Wells Fargo
California
-$88.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
26
Rivernorth Capital Management
Florida
$119K +$120K +10,388 New
PCM
27
Poehling Capital Management
Wisconsin
$115K – – –
FFWM
28
Future Financial Wealth Management
Ohio
$101K +$65.3K +5,675 +181%
SAM
29
S.A. Mason
Michigan
$81K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$65K – – –
APA
31
American Portfolios Advisors
New York
$44.7K +$529 +46 +1%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K – – –
BC
33
Burleson & Co
California
$14K +$14.4K +1,250 New
WBC
34
West Branch Capital
Massachusetts
$12K – – –
MCC
35
Money Concepts Capital
Florida
$12K +$11.5K +1,000 New
BFEC
36
Benjamin F. Edwards & Company
Missouri
$7K – – –
GWM
37
Geneos Wealth Management
Colorado
$4K – – –
US Bancorp
38
US Bancorp
Minnesota
$4K – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
– -$156K -12,198 Closed
AF
40
Advisornet Financial
Minnesota
– -$139K -10,925 Closed
SCA
41
Snowden Capital Advisors
New York
– -$29K -2,275 Closed
CA
42
CoreCap Advisors
Michigan
– -$13K -1,000 Closed
1
2

PFO Hedge Fund Activity: Q1 2022 in Review

38 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) for Q1 2022, worth a combined $11.2M — down 7% from $12M a quarter earlier.

Fund positioning in PFO was balanced in Q1 2022: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $426K. The largest seller was Morgan Stanley, cutting an estimated $157K.

  • 38 institutional investors held Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) as of Q1 2022, down from 41 in Q4 2021.
  • Funds reported $11.2M of Flaherty & Crumrine Preferred and Income Opportunity Fund stock for Q1 2022, down 7% quarter-over-quarter.
  • 4 funds opened new Flaherty & Crumrine Preferred and Income Opportunity Fund positions in Q1 2022 and 4 closed out, a net change of 0 holders.
  • The largest Flaherty & Crumrine Preferred and Income Opportunity Fund buyer in Q1 2022 was Raymond James & Associates, an estimated $426K added.
  • The largest Flaherty & Crumrine Preferred and Income Opportunity Fund seller in Q1 2022 was Morgan Stanley, an estimated $157K sold.

Based on aggregated 13F filings for Q1 2022.