Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
37 hedge funds and large institutions have $9.91M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
1% more capital invested
Capital invested by funds: $9.8M → $9.91M (+$107K)
0.34% more ownership
Funds ownership: 9.14% → 9.48% (+0.34%)
0% more funds holding
Funds holding: 37 → 37 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$373K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$207K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$203K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$133K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCWA
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
-$281K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$261K |
| 3 |
Cerity Partners
New York
|
-$166K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$116K |
| 5 |
Morgan Stanley
New York
|
-$88.7K |
PFO Hedge Fund Activity: Q2 2023 in Review
37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) for Q2 2023, worth a combined $9.91M — up 1.1% from $9.8M a quarter earlier.
Fund positioning in PFO was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 10 trimmed.
The largest buyer was Consolidated Portfolio Review Corp, opening a new position worth an estimated $373K. The largest seller was Vanguard Capital Wealth Advisors, exiting entirely with an estimated $281K sold.
- 37 institutional investors held Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $9.91M of Flaherty & Crumrine Preferred and Income Opportunity Fund stock for Q2 2023, up 1.1% quarter-over-quarter.
- 6 funds opened new Flaherty & Crumrine Preferred and Income Opportunity Fund positions in Q2 2023 and 6 closed out, a net change of 0 holders.
- The largest Flaherty & Crumrine Preferred and Income Opportunity Fund buyer in Q2 2023 was Consolidated Portfolio Review Corp, an estimated $373K added.
- The largest Flaherty & Crumrine Preferred and Income Opportunity Fund seller in Q2 2023 was Vanguard Capital Wealth Advisors, an estimated $281K sold.
Based on aggregated 13F filings for Q2 2023.