PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

51 hedge funds and large institutions have $39.8M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$13.7M
CBU
2
CIBC Bancorp USA
Illinois
$5.32M
AAM
3
Advisors Asset Management
Colorado
$3.17M
1CP
4
1607 Capital Partners
Virginia
$2.91M
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.45M
PAG
6
Private Advisor Group
New Jersey
$1.68M
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.13M
NWMP
8
Noble Wealth Management PBC
Colorado
$881K
Morgan Stanley
9
Morgan Stanley
New York
$857K
CEFA
10
Closed-End Fund Advisors
Virginia
$856K
DADC
11
D.A. Davidson & Co
Montana
$771K
MFG
12
Mustico Financial Group
New York
$754K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$608K
LPL Financial
14
LPL Financial
California
$393K
Wells Fargo
15
Wells Fargo
California
$389K
Baird Financial Group
16
Baird Financial Group
Wisconsin
$384K
SFS
17
Sowell Financial Services
Arkansas
$353K
SAM
18
Smith Asset Management
Florida
$288K
CSIC
19
Clifford Swan Investment Counsel
California
$267K
GC
20
Guggenheim Capital
Illinois
$232K
IAA
21
Independent Advisor Alliance
North Carolina
$200K
RCM
22
Rivernorth Capital Management
Florida
$190K
TI
23
TrueMark Investments
Illinois
$190K
CCG
24
Catalina Capital Group
California
$170K
Invesco
25
Invesco
Georgia
$167K