PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

45 hedge funds and large institutions have $28.2M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$6.19M +$565K +61,115 +10%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$5.44M
RCM
3
Rivernorth Capital Management
Florida
$2.29M +$39.8K +4,305 +2%
PAG
4
Private Advisor Group
New Jersey
$1.75M +$11.5K +1,245 +0.7%
MC
5
Matisse Capital
Oregon
$1.58M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.28M +$56K +6,058 +5%
Morgan Stanley
7
Morgan Stanley
New York
$1.03M -$226K -24,444 -18%
DADC
8
D.A. Davidson & Co
Montana
$714K +$127K +13,701 +22%
MFG
9
Mustico Financial Group
New York
$702K +$702K +75,568 New
EMCIP
10
Ewing Morris & Co Investment Partners
Ontario, Canada
$700K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$610K -$31.9K -3,447 -5%
SXL
12
Summit X LLC
Missouri
$528K -$49.2K -5,320 -9%
NWM
13
Napa Wealth Management
California
$509K -$4.9K -530 -1%
LPL Financial
14
LPL Financial
California
$431K +$99.1K +10,712 +30%
Invesco
15
Invesco
Georgia
$403K +$58.9K +6,372 +17%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$397K +$108K +11,682 +37%
Wells Fargo
17
Wells Fargo
California
$393K -$14.2K -1,532 -3%
WAM
18
Wolverine Asset Management
Illinois
$365K +$365K +39,431 New
SFS
19
Sowell Financial Services
Arkansas
$361K
NA
20
NewEdge Advisors
Louisiana
$287K +$25.1K +2,709 +10%
Osaic Holdings
21
Osaic Holdings
Arizona
$233K -$9.02K -1,000 -4%
Bank of America
22
Bank of America
North Carolina
$199K -$3.02K -326 -1%
CCG
23
Catalina Capital Group
California
$174K
HighTower Advisors
24
HighTower Advisors
Illinois
$146K +$231 +25 +0.2%
AC
25
Apella Capital
Connecticut
$139K