PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

41 hedge funds and large institutions have $9.65M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$1.19M 138,782 +65,689 +90%
Morgan Stanley
2
Morgan Stanley
New York
$1.13M 131,372 +5,417 +4%
SXL
3
Summit X LLC
Missouri
$731K 85,447 +12,070 +16%
DADC
4
D.A. Davidson & Co
Montana
$593K 69,238 +17,437 +34%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$465K 54,295 -288 -0.5%
Osaic Holdings
6
Osaic Holdings
Arizona
$442K 51,457 -385 -0.7%
Truist Financial
7
Truist Financial
North Carolina
$426K 49,766 +49,766 New
UBS Group
8
UBS Group
Switzerland
$345K 40,222 -9,664 -19%
LPL Financial
9
LPL Financial
California
$319K 37,271 +3,390 +10%
Invesco
10
Invesco
Georgia
$319K 37,240 +23,398 +169%
SFI
11
SPC Financial Inc
Maryland
$293K 34,200 -3,100 -8%
VCWA
12
Vanguard Capital Wealth Advisors
Colorado
$291K 34,000 +4,000 +13%
NA
13
NewEdge Advisors
Louisiana
$281K 32,725 +563 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$262K 30,594 -1,742 -5%
CCM
15
Covington Capital Management
California
$258K 30,109 -1,600 -5%
CSIC
16
Clifford Swan Investment Counsel
California
$253K 29,500
Wells Fargo
17
Wells Fargo
California
$201K 23,354 -6,226 -21%
Bank of America
18
Bank of America
North Carolina
$181K 21,104 -279 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$170K 19,893 +4,114 +26%
RJA
20
Raymond James & Associates
Florida
$167K 19,492 -11,532 -37%
PJSIMP
21
P.J. Schmidt Investment Management (PJS)
Wisconsin
$167K 20,000
FMN
22
Financial Management Network
California
$149K 16,634 +16,634 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$146K 16,960 -2,137 -11%
FFWM
24
Future Financial Wealth Management
Ohio
$128K 13,444 +13,444 New
Mariner
25
Mariner
Kansas
$105K 12,250 +12,250 New