PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

36 hedge funds and large institutions have $9.64M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
1
D.A. Davidson & Co
Montana
$1.58M +$206K +25,756 +15%
PAG
2
Private Advisor Group
New Jersey
$1.58M +$24.5K +3,061 +2%
Morgan Stanley
3
Morgan Stanley
New York
$771K -$90.3K -11,278 -10%
SXL
4
Summit X LLC
Missouri
$740K -$31K -3,875 -4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$669K +$127K +15,825 +23%
Osaic Holdings
6
Osaic Holdings
Arizona
$448K -$11.3K -1,415 -2%
CPRC
7
Consolidated Portfolio Review Corp
New York
$380K +$380K +47,407 New
LPL Financial
8
LPL Financial
California
$335K +$78.7K +9,821 +31%
Wells Fargo
9
Wells Fargo
California
$313K +$22.6K +2,818 +8%
Invesco
10
Invesco
Georgia
$295K +$328 +41 +0.1%
NA
11
NewEdge Advisors
Louisiana
$288K +$3.2K +400 +1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$272K +$136K +16,960 +100%
CSIC
13
Clifford Swan Investment Counsel
California
$236K
Bank of America
14
Bank of America
North Carolina
$226K +$21.7K +2,711 +11%
WAM
15
Wolverine Asset Management
Illinois
$211K +$211K +26,316 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$166K -$12K -1,500 -7%
SFI
17
SPC Financial Inc
Maryland
$149K -$40.9K -5,100 -22%
RJA
18
Raymond James & Associates
Florida
$140K -$6.42K -801 -4%
UBS Group
19
UBS Group
Switzerland
$118K -$8.25K -1,030 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$116K +$11.7K +1,458 +11%
Mariner
21
Mariner
Kansas
$98.1K
MFWP
22
Mosaic Family Wealth Partners
Missouri
$94.7K
Stifel Financial
23
Stifel Financial
Missouri
$86.2K
QWM
24
Quaker Wealth Management
New Jersey
$85.2K +$1.53K +191 +2%
RCA
25
Resonant Capital Advisors
Wisconsin
$80.1K +$80.1K +10,000 New