PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

Overview Fund Activity

46 hedge funds and large institutions have $23.4M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.54M
2
SIA
Sit Investment Associates
Minnesota
$2.76M
3
BI
Bulldog Investors
New Jersey
$450K
4
RCM
Robinson Capital Management
Michigan
$358K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$357K

Top Sellers

1
SCM
Saba Capital Management
New York
$0
2
DADC
D.A. Davidson & Co
Montana
$635K
3
WAM
Wolverine Asset Management
Illinois
$0
4
AA
AQR Arbitrage
Connecticut
$690K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
26
Catalina Capital Group
California
$177K +$9.13K +970 +5%
ACM
27
Arlington Capital Management
Illinois
$163K -$1.14K -121 -0.7%
IWP
28
Innova Wealth Partners
Pennsylvania
$163K +$163K +17,375 New
AC
29
Apella Capital
Connecticut
$143K – – –
OWA
30
ORBA Wealth Advisors
Illinois
$132K – – –
SFI
31
SPC Financial Inc
Maryland
$126K -$42.3K -4,500 -25%
JCM
32
Jag Capital Management
Missouri
$120K +$120K +12,700 New
Millennium Management
33
Millennium Management
New York
$118K – – –
MFWP
34
Mosaic Family Wealth Partners
Missouri
$111K – – –
Stifel Financial
35
Stifel Financial
Missouri
$101K – – –
RCA
36
Resonant Capital Advisors
Wisconsin
$94.1K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$79.8K -$79.8K -8,480 -50%
UBS Group
38
UBS Group
Switzerland
$65.9K -$6.98K -742 -10%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$34.5K +$10.1K +1,076 +42%
SAM
40
S.A. Mason
Michigan
$32.9K -$32.9K -3,500 -50%
AWM
41
Atticus Wealth Management
Florida
$25.8K +$414 +44 +2%
WBC
42
West Branch Capital
Massachusetts
$20.5K +$254 +27 +1%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$10K +$7.94K +875 +385%
CA
45
CoreCap Advisors
Michigan
$9.41K +$9.41K +1,000 New
Bessemer Group
46
Bessemer Group
New Jersey
$4K +$284 +31 +8%
SCM
47
Saba Capital Management
New York
– -$1.13M -132,888 Closed
WAM
48
Wolverine Asset Management
Illinois
– -$795K -93,874 Closed
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
– -$166K -19,612 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
– -$108K -12,715 Closed
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