PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

42 hedge funds and large institutions have $7.89M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$970K 112,842 -18,530 -14%
SXL
2
Summit X LLC
Missouri
$699K 73,375 -12,072 -14%
DADC
3
D.A. Davidson & Co
Montana
$697K 81,060 +11,822 +17%
Osaic Holdings
4
Osaic Holdings
Arizona
$478K 55,513 +4,056 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$468K 54,477 +182 +0.3%
Invesco
6
Invesco
Georgia
$318K 36,933 -307 -0.8%
NA
7
NewEdge Advisors
Louisiana
$303K 35,531 +2,806 +9%
VCWA
8
Vanguard Capital Wealth Advisors
Colorado
$292K 34,000
Wells Fargo
9
Wells Fargo
California
$278K 32,349 +8,995 +39%
LPL Financial
10
LPL Financial
California
$276K 32,143 -5,128 -14%
UBS Group
11
UBS Group
Switzerland
$263K 30,622 -9,600 -24%
CSIC
12
Clifford Swan Investment Counsel
California
$254K 29,500
SFI
13
SPC Financial Inc
Maryland
$234K 27,200 -7,000 -20%
LSC
14
Logan Stone Capital
Illinois
$228K 26,557 +26,557 New
Bank of America
15
Bank of America
North Carolina
$207K 24,086 +2,982 +14%
RJA
16
Raymond James & Associates
Florida
$195K 22,672 +3,180 +16%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$192K 22,284 -8,310 -27%
PJSIMP
18
P.J. Schmidt Investment Management (PJS)
Wisconsin
$172K 20,000
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$146K 16,960
FFWM
20
Future Financial Wealth Management
Ohio
$140K 16,282 +2,838 +21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$123K 14,398 -5,495 -28%
WAM
22
Wolverine Asset Management
Illinois
$122K 14,178 +14,178 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$116K 13,507 +1,701 +14%
Mariner
24
Mariner
Kansas
$105K 12,250
MFWP
25
Mosaic Family Wealth Partners
Missouri
$102K 11,824 +11,824 New