PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

40 hedge funds and large institutions have $8.94M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.2M -$190K -20,007 -14%
SXL
2
Summit X LLC
Missouri
$700K -$11.3K -1,184 -2%
PAG
3
Private Advisor Group
New Jersey
$696K +$326K +34,265 +88%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$520K +$35.1K +3,685 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$495K -$71.6K -7,498 -13%
DADC
6
D.A. Davidson & Co
Montana
$493K +$101K +10,590 +26%
UBS Group
7
UBS Group
Switzerland
$475K -$136K -14,325 -22%
SFI
8
SPC Financial Inc
Maryland
$355K +$30.5K +3,200 +9%
LPL Financial
9
LPL Financial
California
$323K -$12.1K -1,266 -4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$308K -$31K -3,250 -9%
NA
11
NewEdge Advisors
Louisiana
$306K +$28.5K +3,000 +10%
CCM
12
Covington Capital Management
California
$302K
RJA
13
Raymond James & Associates
Florida
$295K -$255K -26,783 -46%
VCWA
14
Vanguard Capital Wealth Advisors
Colorado
$285K
Wells Fargo
15
Wells Fargo
California
$282K +$81K +8,500 +40%
CSIC
16
Clifford Swan Investment Counsel
California
$281K
Bank of America
17
Bank of America
North Carolina
$204K
PJSIMP
18
P.J. Schmidt Investment Management (PJS)
Wisconsin
$196K +$196K +20,000 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$182K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$150K -$18.7K -1,965 -11%
Invesco
21
Invesco
Georgia
$132K +$132K +13,842 New
UCFA
22
United Capital Financial Advisors
Texas
$114K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$104K
Stifel Financial
24
Stifel Financial
Missouri
$102K
PCM
25
Poehling Capital Management
Wisconsin
$95K