Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
21 hedge funds and large institutions have $9.9M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
0.4% less ownership
Funds ownership: 6.99% → 6.59% (-0.4%)
1% less capital invested
Capital invested by funds: $9.96M → $9.9M (-$55K)
13% less funds holding
Funds holding: 24 → 21 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$313K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$36.6K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$26K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.2K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$6.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$231K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$155K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$123K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$99.1K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$91K |
PFO Hedge Fund Activity: Q1 2015 in Review
21 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) for Q1 2015, worth a combined $9.9M — down 0.55% from $9.96M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PFO and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $313K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $231K sold.
- 21 institutional investors held Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) as of Q1 2015, down from 24 in Q4 2014.
- Funds reported $9.9M of Flaherty & Crumrine Preferred and Income Opportunity Fund stock for Q1 2015, down 0.55% quarter-over-quarter.
- 1 fund opened new Flaherty & Crumrine Preferred and Income Opportunity Fund positions in Q1 2015 and 4 closed out, a net change of -3 holders.
- The largest Flaherty & Crumrine Preferred and Income Opportunity Fund buyer in Q1 2015 was Morgan Stanley, an estimated $313K added.
- The largest Flaherty & Crumrine Preferred and Income Opportunity Fund seller in Q1 2015 was Guggenheim Capital, an estimated $231K sold.
Based on aggregated 13F filings for Q1 2015.