PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

46 hedge funds and large institutions have $23.4M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$5.54M +$5.54M +588,511 New
SIA
2
Sit Investment Associates
Minnesota
$2.76M +$1.29M +137,354 +88%
PAG
3
Private Advisor Group
New Jersey
$1.9M -$71.5K -7,603 -4%
MC
4
Matisse Capital
Oregon
$1.61M -$64.4K -6,848 -4%
Morgan Stanley
5
Morgan Stanley
New York
$1.05M +$28.4K +3,017 +3%
NWM
6
Napa Wealth Management
California
$913K +$162K +17,255 +22%
CPRC
7
Consolidated Portfolio Review Corp
New York
$829K -$138K -14,656 -14%
SXL
8
Summit X LLC
Missouri
$712K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$691K -$49.9K -5,302 -7%
AA
10
AQR Arbitrage
Connecticut
$690K -$208K -22,089 -23%
RCM
11
Rivernorth Capital Management
Florida
$663K
DADC
12
D.A. Davidson & Co
Montana
$635K -$924K -98,210 -59%
BI
13
Bulldog Investors
New Jersey
$450K +$450K +47,814 New
SFS
14
Sowell Financial Services
Arkansas
$368K
LPL Financial
15
LPL Financial
California
$359K -$10.5K -1,118 -3%
RCM
16
Robinson Capital Management
Michigan
$358K +$358K +37,950 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$357K +$357K +37,985 New
NA
18
NewEdge Advisors
Louisiana
$282K -$19.3K -2,053 -6%
CSIC
19
Clifford Swan Investment Counsel
California
$278K
Osaic Holdings
20
Osaic Holdings
Arizona
$232K +$30.7K +3,258 +15%
LCM
21
Landscape Capital Management
New Jersey
$223K -$135K -14,342 -38%
Wells Fargo
22
Wells Fargo
California
$214K -$22.8K -2,422 -10%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$212K +$212K +22,542 New
HighTower Advisors
24
HighTower Advisors
Illinois
$196K +$4.29K +461 +2%
Bank of America
25
Bank of America
North Carolina
$191K -$3.52K -374 -2%