PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

45 hedge funds and large institutions have $28M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$145K -$31.3K -3,398 -18%
AC
27
Apella Capital
Connecticut
$133K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$129K +$129K +14,040 New
VCWA
29
Vanguard Capital Wealth Advisors
Colorado
$129K +$129K +14,000 New
SFI
30
SPC Financial Inc
Maryland
$124K
JCM
31
Jag Capital Management
Missouri
$117K
Citadel Advisors
32
Citadel Advisors
Florida
$109K +$10.7K +1,158 +11%
MFWP
33
Mosaic Family Wealth Partners
Missouri
$109K
BFF
34
Byrne Financial Freedom
Massachusetts
$94K
RCA
35
Resonant Capital Advisors
Wisconsin
$92.2K
UBS Group
36
UBS Group
Switzerland
$86.9K +$19.3K +2,093 +29%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$78.2K
SAM
38
S.A. Mason
Michigan
$32.3K
RF
39
Rossby Financial
Florida
$27.5K +$27.5K +3,129 New
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$26.4K -$342K -37,054 -93%
WBC
41
West Branch Capital
Massachusetts
$20.7K +$258 +28 +1%
GWS
42
Greykasell Wealth Strategies
California
$13.3K +$13.3K +1,439 New
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$10K +$952 +100 +11%
CA
45
CoreCap Advisors
Michigan
$9.22K
IAA
46
Independent Advisor Alliance
North Carolina
-$407K -45,150 Closed
Millennium Management
47
Millennium Management
New York
-$113K -12,552 Closed
Bessemer Group
48
Bessemer Group
New Jersey
-$4K -443 Closed