Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
38 hedge funds and large institutions have $11.2M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
0.05% more ownership
Funds ownership: 7.39% → 7.44% (+0.05%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
7% less capital invested
Capital invested by funds: $12M → $11.2M (-$847K)
7% less funds holding
Funds holding: 41 → 38 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$426K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$274K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$138K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$120K |
| 5 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
+$65.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$157K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$156K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$139K |
| 4 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$89.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$88.3K |
PFO Hedge Fund Activity: Q1 2022 in Review
38 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) for Q1 2022, worth a combined $11.2M — down 7% from $12M a quarter earlier.
Fund positioning in PFO was balanced in Q1 2022: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $426K. The largest seller was Morgan Stanley, cutting an estimated $157K.
- 38 institutional investors held Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) as of Q1 2022, down from 41 in Q4 2021.
- Funds reported $11.2M of Flaherty & Crumrine Preferred and Income Opportunity Fund stock for Q1 2022, down 7% quarter-over-quarter.
- 4 funds opened new Flaherty & Crumrine Preferred and Income Opportunity Fund positions in Q1 2022 and 4 closed out, a net change of 0 holders.
- The largest Flaherty & Crumrine Preferred and Income Opportunity Fund buyer in Q1 2022 was Raymond James & Associates, an estimated $426K added.
- The largest Flaherty & Crumrine Preferred and Income Opportunity Fund seller in Q1 2022 was Morgan Stanley, an estimated $157K sold.
Based on aggregated 13F filings for Q1 2022.