Flaherty & Crumrine P&I OppPFO
13F holders, Q1 2024 (March 31)43holders
1famous investor
$8.44avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding Flaherty & Crumrine P&I Opp (PFO) in their 13F filings. The largest holders were Private Advisor Group, LLC ($1.8M), Wolverine Asset Management LLC ($1.3M) and D.A. Davidson & Co. ($1.3M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Flaherty & Crumrine P&I Opp
- CUSIP
- 33848E106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 7 | $327K |
Ownership 43 holders
| Private Advisor Group, LLC | 0.01% | Add +1.9% | 207,966 | $1.8M |
| Wolverine Asset Management LLC | 0.12% | Add +22.1% | 159,679 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 159,139 | $1.3M |
| Matisse Capital | 0.57% | Add +6.3% | 140,611 | $1.2M |
| PFG Investments, LLC | 0.06% | New | 109,160 | $921K |
| Consolidated Portfolio Review Corp | 0.24% | Add +5.9% | 107,160 | $904K |
| Morgan Stanley | 0.00% | Add +12.8% | 106,379 | $898K |
| Summit X, LLC | 0.19% | Reduce -2.7% | 88,422 | $746K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 79,947 | $675K |
| AQR Arbitrage LLC | 0.03% | Add +24.6% | 75,055 | $633K |
| Rivernorth Capital Management, LLC | 0.02% | No change | 50,520 | $426K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -1.0% | 40,460 | $341K |
| LPL Financial LLC | 0.00% | Add +12.0% | 40,245 | $340K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.5% | 39,424 | $333K |
| Sowell Financial Services LLC | 0.02% | No change | 39,073 | $330K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 33,920 | $286K |
| Wells Fargo & Company | 0.00% | Add +7.4% | 33,017 | $279K |
| Logan Stone Capital, LLC | 0.06% | Add +41.6% | 32,516 | $274K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 29,500 | $249K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.4% | 29,025 | $245K |
| Basepoint Wealth LLC | 0.17% | Add +1.6% | 27,488 | $232K |
| Cetera Investment Advisers | 0.00% | Add +17.8% | 22,124 | $187K |
| Bank of America Corp. | 0.00% | Reduce -12.7% | 20,664 | $174K |
| SPC Financial, Inc. | 0.01% | Reduce -1.1% | 17,900 | $151K |
| Arlington Capital Management, Inc. | 0.12% | Add +11.8% | 17,363 | $147K |
| Sit Investment Associates Inc. | 0.00% | New | 16,772 | $142K |
| ORBA Wealth Advisors, L.L.C. | 0.07% | No change | 14,000 | $118K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 12,657 | $107K |
| Millennium Management | 0.00% | No change | 12,552 | $106K |
| Rpo LLC | 0.15% | No change | 12,287 | $104K |
| Mosaic Family Wealth Partners, LLC | 0.02% | No change | 11,824 | $100K |
| Saba Capital Management, L.P. | 0.00% | Reduce -92.4% | 11,198 | $95K |
| Stifel Financial Corp. | 0.00% | No change | 10,760 | $91K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 10,000 | $84K |
| UBS Group AG | 0.00% | Reduce -53.4% | 7,993 | $67K |
| S.A. Mason LLC | 0.04% | No change | 7,000 | $59K |
| Atticus Wealth Management, LLC | 0.01% | Add +2.2% | 2,656 | $22K |
| West Branch Capital LLC | 0.01% | Add +1.2% | 2,124 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,300 | $11K |
| CoreCap Advisors, LLC | 0.00% | New | 1,000 | $8K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 650 | $5K |
| Bessemer Group Inc. | 0.00% | New | 394 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -72.0% | 227 | $2K |
"% of holder's portfolio" is PFO's weight in each manager's 13F, not the share of Flaherty & Crumrine P&I Opp the manager owns.