PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

41 hedge funds and large institutions have $9.65M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$101K +$101K +11,806 New
Stifel Financial
27
Stifel Financial
Missouri
$92K
PCM
28
Poehling Capital Management
Wisconsin
$86K
QWM
29
Quaker Wealth Management
New Jersey
$86K +$86K +10,075 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$73K -$21.1K -2,460 -22%
SAM
31
S.A. Mason
Michigan
$60K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$35K
APA
33
American Portfolios Advisors
New York
$34.2K +$446 +52 +1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$20K +$390 +46 +2%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K
BC
36
Burleson & Co
California
$11K
WBC
37
West Branch Capital
Massachusetts
$9K
HI
38
Harbour Investments
Wisconsin
$8K
AF
39
Allworth Financial
California
$8K +$8K +885 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$6K
US Bancorp
41
US Bancorp
Minnesota
$3K
UCFA
42
United Capital Financial Advisors
Texas
-$114K -12,000 Closed
Citigroup
43
Citigroup
New York
-$79K -8,304 Closed
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
-$32K -3,446 Closed
CA
45
CoreCap Advisors
Michigan
-$10K -1,000 Closed
CI
46
CX Institutional
Indiana
-$5K -560 Closed