PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

42 hedge funds and large institutions have $7.89M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$92.5K
QWM
27
Quaker Wealth Management
New Jersey
$88K +$1.66K +194 +2%
MSCM
28
McElhenny Sheffield Capital Management
Texas
$80.6K +$80.6K +9,375 New
SAM
29
S.A. Mason
Michigan
$60.2K
BAM
30
Belpointe Asset Management
Nevada
$55.9K +$55.9K +6,500 New
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$46.4K -$26.7K -3,100 -36%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$20.6K +$387 +45 +2%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K
WBC
34
West Branch Capital
Massachusetts
$8.76K +$103 +12 +1%
CA
35
CoreCap Advisors
Michigan
$8.6K +$8.6K +1,000 New
MCC
36
Money Concepts Capital
Florida
$8.6K +$8.6K +1,000 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$8K -$28.9K -3,245 -78%
AF
38
Allworth Financial
California
$7.61K
BFEC
39
Benjamin F. Edwards & Company
Missouri
$6K
US Bancorp
40
US Bancorp
Minnesota
$3.27K
PAG
41
Private Advisor Group
New Jersey
$1.24K +$44 +5,090 +4%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$9 +$9 +1 New
Truist Financial
43
Truist Financial
North Carolina
-$426K -49,766 Closed
FMN
44
Financial Management Network
California
-$149K -16,634 Closed
PCM
45
Poehling Capital Management
Wisconsin
-$86K -10,000 Closed
BC
46
Burleson & Co
California
-$11K -1,250 Closed
HI
47
Harbour Investments
Wisconsin
-$8K -800 Closed