PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

36 hedge funds and large institutions have $9.53M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$1.6M +$415K +50,276 +35%
DADC
2
D.A. Davidson & Co
Montana
$1.42M +$748K +90,665 +112%
Morgan Stanley
3
Morgan Stanley
New York
$887K -$44.1K -5,351 -5%
SXL
4
Summit X LLC
Missouri
$794K +$189K +22,899 +31%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$558K +$109K +13,169 +24%
Osaic Holdings
6
Osaic Holdings
Arizona
$473K +$15.1K +1,834 +3%
Invesco
7
Invesco
Georgia
$303K -$1.3K -158 -0.4%
Wells Fargo
8
Wells Fargo
California
$299K +$32.3K +3,919 +12%
VCWA
9
Vanguard Capital Wealth Advisors
Colorado
$281K
NA
10
NewEdge Advisors
Louisiana
$266K -$45 -6 -0%
LPL Financial
11
LPL Financial
California
$264K -$1.28K -155 -0.5%
IAIM
12
International Assets Investment Management
Florida
$261K +$261K +19,290 New
CSIC
13
Clifford Swan Investment Counsel
California
$243K
Bank of America
14
Bank of America
North Carolina
$210K +$11.5K +1,398 +6%
SFI
15
SPC Financial Inc
Maryland
$196K -$28.9K -3,500 -13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$184K
Cerity Partners
17
Cerity Partners
New York
$166K +$166K +20,131 New
RJA
18
Raymond James & Associates
Florida
$151K -$36K -4,359 -19%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$140K
UBS Group
20
UBS Group
Switzerland
$130K -$122K -14,826 -48%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$116K +$4.29K +520 +4%
Mariner
22
Mariner
Kansas
$101K
MFWP
23
Mosaic Family Wealth Partners
Missouri
$97.5K
Stifel Financial
24
Stifel Financial
Missouri
$88.8K
QWM
25
Quaker Wealth Management
New Jersey
$86.2K +$1.48K +179 +2%