PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

34 hedge funds and large institutions have $9.36M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.7M -$13.9K -1,248 -0.8%
SXL
2
Summit X LLC
Missouri
$1.04M -$201K -18,049 -16%
PAG
3
Private Advisor Group
New Jersey
$985K +$101K +9,116 +11%
UBS Group
4
UBS Group
Switzerland
$801K +$9.86K +886 +1%
DADC
5
D.A. Davidson & Co
Montana
$421K -$20.8K -1,869 -5%
LPL Financial
6
LPL Financial
California
$421K +$61.9K +5,565 +17%
CCM
7
Covington Capital Management
California
$405K
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$398K
Wells Fargo
9
Wells Fargo
California
$373K -$81.9K -7,351 -18%
US Bancorp
10
US Bancorp
Minnesota
$326K -$16.6K -1,491 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$229K -$14.7K -1,325 -6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$188K
RJA
13
Raymond James & Associates
Florida
$182K +$33.4K +3,000 +22%
MFW
14
Mosaic Family Wealth
Missouri
$166K +$992 +89 +0.6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$160K
LF
16
Lee Financial
Texas
$148K
QWM
17
Quaker Wealth Management
New Jersey
$143K +$2.57K +231 +2%
CSIC
18
Clifford Swan Investment Counsel
California
$139K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$129K +$1.34K +120 +1%
OA
20
Oxbow Advisors
Texas
$126K
SAG
21
Spotlight Asset Group
Illinois
$119K -$4.28K -385 -3%
PCM
22
Poehling Capital Management
Wisconsin
$111K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$105K
Osaic Holdings
24
Osaic Holdings
Arizona
$97K -$42.9K -3,865 -31%
Citigroup
25
Citigroup
New York
$92K