PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

46 hedge funds and large institutions have $15.1M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$1.63M 204,176 +2,808 +1%
Morgan Stanley
2
Morgan Stanley
New York
$1.5M 188,612 +84,817 +82%
DADC
3
D.A. Davidson & Co
Montana
$1.27M 159,349 -12,986 -8%
SCM
4
Saba Capital Management
New York
$1.18M 147,803 +76,841 +108%
MC
5
Matisse Capital
Oregon
$1.05M 132,281 +114,831 +658%
WAM
6
Wolverine Asset Management
Illinois
$1.04M 130,757 +30,070 +30%
CPRC
7
Consolidated Portfolio Review Corp
New York
$805K 101,163 +22,533 +29%
SXL
8
Summit X LLC
Missouri
$724K 90,898 -976 -1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$649K 81,479 -2,942 -3%
AA
10
AQR Arbitrage
Connecticut
$479K 60,226 +20,641 +52%
RCM
11
Rivernorth Capital Management
Florida
$402K 50,520 +50,520 New
Osaic Holdings
12
Osaic Holdings
Arizona
$343K 43,079 -10,810 -20%
LCM
13
Landscape Capital Management
New Jersey
$325K 40,872 +40,872 New
NA
14
NewEdge Advisors
Louisiana
$317K 38,925 +17,300 +80%
SFS
15
Sowell Financial Services
Arkansas
$311K 39,073 +39,073 New
LPL Financial
16
LPL Financial
California
$286K 35,947 -9,945 -22%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$270K 33,920
Wells Fargo
18
Wells Fargo
California
$245K 30,737 -6,997 -19%
CSIC
19
Clifford Swan Investment Counsel
California
$235K 29,500
Bank of America
20
Bank of America
North Carolina
$188K 23,664 -1,331 -5%
LSC
21
Logan Stone Capital
Illinois
$183K 22,964 -1,835 -7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$150K 18,784
SFI
23
SPC Financial Inc
Maryland
$144K 18,100 -500 -3%
UBS Group
24
UBS Group
Switzerland
$137K 17,157 -985 -5%
ACM
25
Arlington Capital Management
Illinois
$124K 15,524 +15,524 New