PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

47 hedge funds and large institutions have $17.4M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$1.77M +$10.3K +1,219 +0.6%
MC
2
Matisse Capital
Oregon
$1.5M +$313K +37,012 +26%
DADC
3
D.A. Davidson & Co
Montana
$1.4M +$55.1K +6,505 +4%
SIA
4
Sit Investment Associates
Minnesota
$1.32M +$1.17M +138,652 +827%
SCM
5
Saba Capital Management
New York
$1.13M +$1.03M +121,690 +1,087%
Morgan Stanley
6
Morgan Stanley
New York
$921K +$19.7K +2,329 +2%
CPRC
7
Consolidated Portfolio Review Corp
New York
$870K -$37.6K -4,434 -4%
AA
8
AQR Arbitrage
Connecticut
$809K +$173K +20,413 +27%
WAM
9
Wolverine Asset Management
Illinois
$795K -$557K -65,805 -41%
SXL
10
Summit X LLC
Missouri
$712K -$37.1K -4,376 -5%
NWM
11
Napa Wealth Management
California
$676K +$676K +79,792 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$667K -$9.85K -1,163 -1%
RCM
13
Rivernorth Capital Management
Florida
$597K +$169K +19,919 +39%
LPL Financial
14
LPL Financial
California
$333K -$7.89K -932 -2%
SFS
15
Sowell Financial Services
Arkansas
$331K
LCM
16
Landscape Capital Management
New Jersey
$322K -$20.2K -2,389 -6%
NA
17
NewEdge Advisors
Louisiana
$271K +$25.4K +3,000 +10%
CSIC
18
Clifford Swan Investment Counsel
California
$250K
Wells Fargo
19
Wells Fargo
California
$213K -$66.2K -7,813 -24%
Osaic Holdings
20
Osaic Holdings
Arizona
$182K -$152K -17,987 -46%
Bank of America
21
Bank of America
North Carolina
$175K
HighTower Advisors
22
HighTower Advisors
Illinois
$168K +$168K +20,592 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$166K -$21.3K -2,512 -11%
SFI
24
SPC Financial Inc
Maryland
$152K
CCG
25
Catalina Capital Group
California
$151K +$151K +17,885 New