PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

45 hedge funds and large institutions have $28M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$5.61M +$603K +65,415 +12%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$5.02M
RCM
3
Rivernorth Capital Management
Florida
$2.24M +$473K +51,349 +27%
PAG
4
Private Advisor Group
New Jersey
$1.73M -$43.9K -4,766 -2%
MC
5
Matisse Capital
Oregon
$1.57M
Morgan Stanley
6
Morgan Stanley
New York
$1.25M -$6.88K -746 -0.5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.22M +$150K +16,321 +14%
EMCIP
8
Ewing Morris & Co Investment Partners
Ontario, Canada
$1M
NWMP
9
Noble Wealth Management PBC
Colorado
$938K +$165K +17,938 +21%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$640K -$69.8K -7,566 -10%
DADC
11
D.A. Davidson & Co
Montana
$586K -$18.6K -2,022 -3%
SXL
12
Summit X LLC
Missouri
$576K -$72.1K -7,825 -11%
NWM
13
Napa Wealth Management
California
$513K -$63K -6,838 -11%
CPRC
14
Consolidated Portfolio Review Corp
New York
$473K -$71.8K -7,786 -13%
Wells Fargo
15
Wells Fargo
California
$406K +$95.4K +10,346 +31%
SFS
16
Sowell Financial Services
Arkansas
$360K
Invesco
17
Invesco
Georgia
$343K +$227K +24,633 +196%
LPL Financial
18
LPL Financial
California
$330K -$127K -13,785 -28%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$288K +$288K +31,196 New
CSIC
20
Clifford Swan Investment Counsel
California
$272K
NA
21
NewEdge Advisors
Louisiana
$262K
Osaic Holdings
22
Osaic Holdings
Arizona
$248K +$16.6K +1,800 +7%
AA
23
AQR Arbitrage
Connecticut
$237K -$144K -15,594 -38%
Bank of America
24
Bank of America
North Carolina
$201K
CCG
25
Catalina Capital Group
California
$174K