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PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

27 hedge funds and large institutions have $11.4M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2013 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

8.5% more ownership

Funds ownership: 0% → 8.5% (+8.5%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$5.42M +$5.92M +493,145 New
GC
2
Guggenheim Capital
Illinois
$760K +$832K +69,237 New
CHA
3
Cedar Hill Associates
Illinois
$721K +$789K +65,700 New
CCM
4
Covington Capital Management
California
$700K +$765K +63,708 New
LPL Financial
5
LPL Financial
California
$593K +$649K +54,023 New
HFM
6
Hartford Financial Management
Connecticut
$549K +$600K +49,964 New
Morgan Stanley
7
Morgan Stanley
New York
$506K +$553K +46,024 New
SIA
8
Sit Investment Associates
Minnesota
$472K +$517K +43,000 New
SI
9
SII Investments
Wisconsin
$236K +$261K +21,715 New
Wells Fargo
10
Wells Fargo
California
$235K +$257K +21,433 New
U
11
UBS
Switzerland
$187K +$204K +17,000 New
UCFA
12
United Capital Financial Advisors
Texas
$171K +$187K +15,539 New
VFS
13
VSR Financial Services
Kansas
$157K +$172K +14,281 New
Citigroup
14
Citigroup
New York
$106K +$116K +9,647 New
Creative Planning
15
Creative Planning
Kansas
$104K +$114K +9,478 New
WAM
16
Wolverine Asset Management
Illinois
$94K +$104K +8,635 New
WA
17
WFG Advisors
Texas
$88K +$96.2K +8,005 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$77K +$84.1K +7,000 New
Bank of America
19
Bank of America
North Carolina
$68K +$74.7K +6,222 New
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$55K +$60.1K +5,000 New
AIG
21
American International Group
New York
$46.9K +$51.3K +4,274 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$26K +$28.2K +2,350 New
SF
23
Synovus Financial
Georgia
$23K +$25.3K +2,110 New
EWM
24
Elite Wealth Management
Washington
$22K +$24K +2,000 New
Ameriprise
25
Ameriprise
Minnesota
$13K +$14.4K +1,200 New
1
2

PFO Hedge Fund Activity: Q2 2013 in Review

27 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) for Q2 2013, worth a combined $11.4M.

Buyers outnumbered sellers: 27 funds opened new PFO positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

  • 27 institutional investors held Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $11.4M of Flaherty & Crumrine Preferred and Income Opportunity Fund stock for Q2 2013.
  • 27 funds opened new Flaherty & Crumrine Preferred and Income Opportunity Fund positions in Q2 2013 and 0 closed out, a net change of +27 holders.

Based on aggregated 13F filings for Q2 2013.