PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

40 hedge funds and large institutions have $10.7M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.05M +$53.7K +4,191 +3%
SXL
2
Summit X LLC
Missouri
$1.09M -$18.3K -1,427 -2%
UBS Group
3
UBS Group
Switzerland
$850K +$21.1K +1,648 +3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$541K -$10.5K -818 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$522K +$118K +9,172 +29%
DADC
6
D.A. Davidson & Co
Montana
$477K +$8.57K +669 +2%
CCM
7
Covington Capital Management
California
$451K
LPL Financial
8
LPL Financial
California
$439K -$109K -8,532 -20%
Wells Fargo
9
Wells Fargo
California
$372K
Osaic Holdings
10
Osaic Holdings
Arizona
$343K +$116K +9,044 +51%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$306K +$77.1K +6,025 +34%
CSIC
12
Clifford Swan Investment Counsel
California
$302K
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$295K +$122K +9,500 +70%
SFI
14
SPC Financial Inc
Maryland
$268K +$53.9K +4,200 +25%
RJA
15
Raymond James & Associates
Florida
$222K +$9.66K +753 +5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$218K
WAM
17
Wolverine Asset Management
Illinois
$187K +$187K +14,643 New
Bank of America
18
Bank of America
North Carolina
$155K -$449 -35 -0.3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$155K +$1.56K +121 +1%
MFW
20
Mosaic Family Wealth
Missouri
$150K +$499 +39 +0.3%
PAG
21
Private Advisor Group
New Jersey
$150K +$3.3K +257 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$149K +$435 +34 +0.3%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$140K
AF
24
Advisornet Financial
Minnesota
$140K
OA
25
Oxbow Advisors
Texas
$137K +$137K +10,685 New