Flaherty & Crumrine P&I OppPFO
13F holders, Q2 2024 (June 30)48holders +5
8new positions
3sold out
1famous investor
$8.47avg. 13F price*
At the end of Q2 2024, 48 institutions reported holding Flaherty & Crumrine P&I Opp (PFO) in their 13F filings, up 5 from Q1 2024. 8 opened new positions and 3 sold out. The largest holders were Private Advisor Group, LLC ($1.8M), Matisse Capital ($1.5M) and D.A. Davidson & Co. ($1.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.3M |
| Exits | 3 | $1.2M |
All 13F filers, Q1 2024 → Q2 2024: 503,890 shares bought and 267,298 shares sold, net +236,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Private Advisor Group, LLC | 0.01% | Add +0.6% | 209,185 | $1.8M |
| Matisse Capital | 0.74% | Add +26.3% | 177,623 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +4.1% | 165,644 | $1.4M |
| Sit Investment Associates Inc. | 0.03% | Add +826.7% | 155,424 | $1.3M |
| Saba Capital Management, L.P. | 0.02% | Add +1086.7% | 132,888 | $1.1M |
| Morgan Stanley | 0.00% | Add +2.2% | 108,708 | $921K |
| Consolidated Portfolio Review Corp | 0.20% | Reduce -4.1% | 102,726 | $870K |
| AQR Arbitrage LLC | 0.04% | Add +27.2% | 95,468 | $809K |
| Wolverine Asset Management LLC | 0.08% | Reduce -41.2% | 93,874 | $795K |
| Summit X, LLC | 0.16% | Reduce -5.0% | 84,046 | $712K |
| Napa Wealth Management | 0.46% | New | 79,792 | $676K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 78,784 | $667K |
| Rivernorth Capital Management, LLC | 0.03% | Add +39.4% | 70,439 | $597K |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 39,313 | $333K |
| Sowell Financial Services LLC | 0.02% | No change | 39,073 | $331K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -5.9% | 38,071 | $322K |
| NewEdge Advisors, LLC | 0.00% | Add +10.3% | 32,025 | $271K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 29,500 | $250K |
| Basepoint Wealth LLC | 0.19% | Add +1.5% | 27,893 | $236K |
| Wells Fargo & Company | 0.00% | Reduce -23.7% | 25,204 | $213K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.6% | 21,437 | $182K |
| Bank of America Corp. | 0.00% | No change | 20,664 | $175K |
| HighTower Advisors, LLC | 0.00% | New | 20,592 | $168K |
| Cetera Investment Advisers | 0.00% | Reduce -11.3% | 19,612 | $166K |
| SPC Financial, Inc. | 0.01% | No change | 17,900 | $152K |
| Catalina Capital Group, LLC | 0.06% | New | 17,885 | $151K |
| Arlington Capital Management, Inc. | 0.13% | Add +0.8% | 17,496 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.0% | 16,960 | $144K |
| Apella Capital, LLC | 0.01% | New | 15,066 | $127K |
| ORBA Wealth Advisors, L.L.C. | 0.06% | No change | 14,000 | $119K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 12,715 | $108K |
| Millennium Management | 0.00% | No change | 12,552 | $106K |
| Rpo LLC | 0.16% | No change | 12,287 | $104K |
| Mosaic Family Wealth Partners, LLC | 0.02% | No change | 11,824 | $100K |
| Stifel Financial Corp. | 0.00% | No change | 10,760 | $91K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 10,000 | $85K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $85K |
| UBS Group AG | 0.00% | Reduce -3.1% | 7,742 | $66K |
| S.A. Mason LLC | 0.03% | No change | 7,000 | $59K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5,500 | $47K |
| Atticus Wealth Management, LLC | 0.01% | Add +1.7% | 2,702 | $23K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 2,592 | $22K |
| West Branch Capital LLC | 0.01% | Add +1.3% | 2,152 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,300 | $11K |
| International Assets Investment Management, LLC | 0.00% | New | 1,043 | $9K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 650 | $6K |
| Bessemer Group Inc. | 0.00% | Add +2.8% | 405 | $3K |
| Royal Bank of Canada | 0.00% | No change | 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.