PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

40 hedge funds and large institutions have $11.7M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.04M -$4.82K -378 -0.2%
SXL
2
Summit X LLC
Missouri
$1.05M -$39.3K -3,073 -4%
UBS Group
3
UBS Group
Switzerland
$814K -$31K -2,432 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$715K +$374K +29,316 +109%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$596K +$77.5K +6,080 +15%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$549K +$11.2K +882 +2%
DADC
7
D.A. Davidson & Co
Montana
$481K +$6.39K +501 +1%
LPL Financial
8
LPL Financial
California
$471K +$34.2K +2,684 +8%
CCM
9
Covington Capital Management
California
$404K -$44.6K -3,499 -10%
VCWA
10
Vanguard Capital Wealth Advisors
Colorado
$382K
CSIC
11
Clifford Swan Investment Counsel
California
$376K +$76.5K +6,000 +26%
SFI
12
SPC Financial Inc
Maryland
$372K +$106K +8,300 +40%
Wells Fargo
13
Wells Fargo
California
$367K -$3.05K -239 -0.8%
Bank of America
14
Bank of America
North Carolina
$353K +$199K +15,596 +129%
NA
15
NewEdge Advisors
Louisiana
$319K +$319K +25,062 New
RJA
16
Raymond James & Associates
Florida
$265K +$44.4K +3,479 +20%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$243K +$27.2K +2,137 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$225K -$79.3K -6,231 -26%
PAG
19
Private Advisor Group
New Jersey
$191K +$42.2K +3,318 +28%
QWM
20
Quaker Wealth Management
New Jersey
$182K +$182K +14,239 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$156K +$1.78K +139 +1%
MFW
22
Mosaic Family Wealth
Missouri
$150K +$510 +40 +0.3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$149K +$484 +38 +0.3%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$140K
AF
25
Advisornet Financial
Minnesota
$139K