PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

44 hedge funds and large institutions have $38M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
26
Catalina Capital Group
California
$184K
BW
27
Basepoint Wealth
Iowa
$172K
HighTower Advisors
28
HighTower Advisors
Illinois
$147K
AC
29
Apella Capital
Connecticut
$146K
SFI
30
SPC Financial Inc
Maryland
$131K
JCM
31
Jag Capital Management
Missouri
$124K
MFWP
32
Mosaic Family Wealth Partners
Missouri
$115K
Osaic Holdings
33
Osaic Holdings
Arizona
$113K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$111K
CPRC
35
Consolidated Portfolio Review Corp
New York
$103K
UBS Group
36
UBS Group
Switzerland
$71.4K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$32.4K
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$31.3K
AF
39
Allworth Financial
California
$24.5K
WBC
40
West Branch Capital
Massachusetts
$22.4K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$16K
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
CA
43
CoreCap Advisors
Michigan
$9.75K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$9.75K
MC
45
Matisse Capital
Oregon
EMCIP
46
Ewing Morris & Co Investment Partners
Ontario, Canada
SXL
47
Summit X LLC
Missouri
WAM
48
Wolverine Asset Management
Illinois
SAM
49
Smith Asset Management
Florida
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania