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 %
RL
51
RPO LLC
Connecticut
– -$104K -12,287 Closed
Nomura Holdings
52
Nomura Holdings
Japan
– -$84.7K -10,000 Closed
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
– -$46.6K -5,500 Closed
IAIM
54
International Assets Investment Management
Florida
– -$8.83K -1,043 Closed
1 2
3