PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

40 hedge funds and large institutions have $10.7M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$1.5M +$30.9K +4,159 +2%
DADC
2
D.A. Davidson & Co
Montana
$1.28M -$187K -25,146 -13%
Morgan Stanley
3
Morgan Stanley
New York
$772K +$56.4K +7,582 +8%
WAM
4
Wolverine Asset Management
Illinois
$749K +$553K +74,371 +283%
SXL
5
Summit X LLC
Missouri
$684K -$3.91K -525 -0.6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$628K +$7.07K +950 +1%
CPRC
7
Consolidated Portfolio Review Corp
New York
$585K +$232K +31,223 +66%
SCM
8
Saba Capital Management
New York
$528K +$528K +70,962 New
Osaic Holdings
9
Osaic Holdings
Arizona
$401K -$15.2K -2,043 -4%
LPL Financial
10
LPL Financial
California
$341K +$30.4K +4,083 +10%
AA
11
AQR Arbitrage
Connecticut
$295K +$295K +39,585 New
Wells Fargo
12
Wells Fargo
California
$281K -$10.1K -1,352 -3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$252K
CSIC
14
Clifford Swan Investment Counsel
California
$219K
Bank of America
15
Bank of America
North Carolina
$186K -$23.8K -3,200 -11%
LSC
16
Logan Stone Capital
Illinois
$185K +$185K +24,799 New
NA
17
NewEdge Advisors
Louisiana
$161K -$106K -14,300 -40%
RJA
18
Raymond James & Associates
Florida
$141K +$10.5K +1,415 +8%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$140K -$14.9K -2,000 -10%
SFI
20
SPC Financial Inc
Maryland
$138K
UBS Group
21
UBS Group
Switzerland
$135K +$25.1K +3,376 +23%
MC
22
Matisse Capital
Oregon
$130K +$130K +17,450 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$105K +$105K +14,077 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$104K -$3.85K -516 -4%
Millennium Management
25
Millennium Management
New York
$93.4K +$93.4K +12,552 New