PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

Overview Fund Activity

43 hedge funds and large institutions have $26.7M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$4.89M
2
RCM
2
Rivernorth Capital Management
Florida
$1.73M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.05M
4
EMCIP
4
Ewing Morris & Co Investment Partners
Ontario, Canada
$682K
5
IAA
5
Independent Advisor Alliance
North Carolina
$407K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$0
2
RCM
2
Robinson Capital Management
Michigan
$0
3
NWM
3
Napa Wealth Management
California
$562K
4
AA
4
AQR Arbitrage
Connecticut
$373K
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$532K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
26
Catalina Capital Group
California
$170K – – –
AC
27
Apella Capital
Connecticut
$136K – – –
SFI
28
SPC Financial Inc
Maryland
$121K – – –
JCM
29
Jag Capital Management
Missouri
$114K – – –
Invesco
30
Invesco
Georgia
$113K +$113K +12,587 New
Millennium Management
31
Millennium Management
New York
$113K – – –
MFWP
32
Mosaic Family Wealth Partners
Missouri
$107K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$96.5K +$96.5K +10,715 New
BFF
34
Byrne Financial Freedom
Massachusetts
$91.9K +$91.9K +10,200 New
RCA
35
Resonant Capital Advisors
Wisconsin
$90.1K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$76.4K – – –
UBS Group
37
UBS Group
Switzerland
$66.1K +$3.04K +337 +5%
SAM
38
S.A. Mason
Michigan
$31.5K – – –
WBC
39
West Branch Capital
Massachusetts
$19.9K +$306 +34 +2%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K – – –
CA
41
CoreCap Advisors
Michigan
$9.01K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$9K -$1.44K -152 -14%
Bessemer Group
43
Bessemer Group
New Jersey
$4K +$63 +7 +2%
BI
44
Bulldog Investors
New Jersey
– -$450K -47,814 Closed
RCM
45
Robinson Capital Management
Michigan
– -$358K -37,950 Closed
LCM
46
Landscape Capital Management
New Jersey
– -$223K -23,729 Closed
ACM
47
Arlington Capital Management
Illinois
– -$163K -17,375 Closed
IWP
48
Innova Wealth Partners
Pennsylvania
– -$163K -17,375 Closed
OWA
49
ORBA Wealth Advisors
Illinois
– -$132K -14,000 Closed
Stifel Financial
50
Stifel Financial
Missouri
– -$101K -10,760 Closed
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2
3