PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

41 hedge funds and large institutions have $11.6M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.03M +$137K +10,424 +7%
SXL
2
Summit X LLC
Missouri
$1.15M -$604 -46 -0.1%
UBS Group
3
UBS Group
Switzerland
$839K -$83.3K -6,331 -9%
LPL Financial
4
LPL Financial
California
$602K +$82.5K +6,271 +16%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$561K -$9.8K -744 -2%
DADC
6
D.A. Davidson & Co
Montana
$495K +$408 +31 +0.1%
CCM
7
Covington Capital Management
California
$463K
US Bancorp
8
US Bancorp
Minnesota
$438K +$3.74K +284 +0.9%
Wells Fargo
9
Wells Fargo
California
$430K -$8.14K -618 -2%
VCWA
10
Vanguard Capital Wealth Advisors
Colorado
$400K +$400K +30,000 New
NFSG
11
Newbridge Financial Services Group
Florida
$382K +$52.6K +3,999 +16%
CSIC
12
Clifford Swan Investment Counsel
California
$309K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$241K +$241K +18,276 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$234K +$6.53K +497 +3%
Creative Planning
15
Creative Planning
Kansas
$225K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$224K
Osaic Holdings
17
Osaic Holdings
Arizona
$220K +$14.8K +1,130 +7%
RJA
18
Raymond James & Associates
Florida
$205K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$193K
SFI
20
SPC Financial Inc
Maryland
$171K +$11.8K +900 +7%
PAG
21
Private Advisor Group
New Jersey
$158K -$1.02M -77,774 -87%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$156K +$1.61K +122 +1%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$155K -$73.8K -5,600 -32%
MFW
24
Mosaic Family Wealth
Missouri
$153K +$578 +44 +0.4%
AF
25
Advisornet Financial
Minnesota
$144K