PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

43 hedge funds and large institutions have $15.5M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$1.76M +$32K +3,790 +2%
WAM
2
Wolverine Asset Management
Illinois
$1.35M +$244K +28,922 +22%
DADC
3
D.A. Davidson & Co
Montana
$1.34M -$1.77K -210 -0.1%
MC
4
Matisse Capital
Oregon
$1.19M +$70.3K +8,330 +6%
PI
5
PFG Investments
New York
$921K +$921K +109,160 New
CPRC
6
Consolidated Portfolio Review Corp
New York
$904K +$50.6K +5,997 +6%
Morgan Stanley
7
Morgan Stanley
New York
$898K -$694K -82,233 -44%
SXL
8
Summit X LLC
Missouri
$746K -$20.9K -2,476 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$675K -$12.9K -1,532 -2%
AA
10
AQR Arbitrage
Connecticut
$633K +$125K +14,829 +25%
RCM
11
Rivernorth Capital Management
Florida
$426K
LCM
12
Landscape Capital Management
New Jersey
$341K -$3.48K -412 -1%
LPL Financial
13
LPL Financial
California
$340K +$36.3K +4,298 +12%
Osaic Holdings
14
Osaic Holdings
Arizona
$333K -$30.8K -3,655 -8%
SFS
15
Sowell Financial Services
Arkansas
$330K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$286K
Wells Fargo
17
Wells Fargo
California
$279K +$19.2K +2,280 +7%
LSC
18
Logan Stone Capital
Illinois
$274K +$80.6K +9,552 +42%
CSIC
19
Clifford Swan Investment Counsel
California
$249K
NA
20
NewEdge Advisors
Louisiana
$245K -$83.6K -9,900 -25%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$187K +$28.2K +3,340 +18%
CA
22
Cetera Advisors
Colorado
$187K +$187K +22,124 New
Bank of America
23
Bank of America
North Carolina
$174K -$25.3K -3,000 -13%
SFI
24
SPC Financial Inc
Maryland
$151K -$1.69K -200 -1%
ACM
25
Arlington Capital Management
Illinois
$147K +$15.5K +1,839 +12%