Flaherty & Crumrine P&I OppPFO
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 44 institutions reported holding Flaherty & Crumrine P&I Opp (PFO) in their 13F filings, down 3 from Q3 2024. 4 opened new positions and 9 sold out. The largest holders were CIBC Private Wealth Group LLC ($5.3M), Sit Investment Associates Inc. ($4.9M) and Private Advisor Group, LLC ($1.7M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Flaherty & Crumrine P&I Opp
- CUSIP
- 33848E106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 9 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 664,056 shares bought and 300,390 shares sold, net +363,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| CIBC Private Wealth Group LLC | 0.01% | No change | 588,511 | $5.3M |
| Sit Investment Associates Inc. | 0.11% | Add +85.4% | 542,802 | $4.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.3% | 192,929 | $1.7M |
| Rivernorth Capital Management, LLC | 0.08% | Add +172.7% | 192,068 | $1.7M |
| Matisse Capital | 0.78% | No change | 170,775 | $1.5M |
| Morgan Stanley | 0.00% | Add +22.2% | 136,518 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +205.5% | 116,029 | $1.0M |
| Noble Wealth Management PBC | 0.52% | — | 83,760 | $755K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.7% | 76,955 | $693K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.24% | New | 75,690 | $682K |
| Summit X, LLC | 0.14% | Reduce -16.4% | 70,257 | $633K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.8% | 65,549 | $591K |
| Napa Wealth Management | 0.24% | Reduce -35.7% | 62,424 | $562K |
| Consolidated Portfolio Review Corp | 0.08% | Reduce -32.9% | 59,058 | $532K |
| LPL Financial LLC | 0.00% | Add +29.9% | 49,630 | $447K |
| Independent Advisor Alliance | 0.01% | New | 45,150 | $407K |
| AQR Arbitrage LLC | 0.02% | Reduce -43.7% | 41,344 | $373K |
| Thomas J. Herzfeld Advisors, Inc. | 0.12% | Add +77.1% | 39,919 | $360K |
| Sowell Financial Services LLC | 0.02% | No change | 39,073 | $352K |
| Wells Fargo & Company | 0.00% | Add +47.8% | 33,668 | $303K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 29,500 | $266K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.3% | 28,372 | $256K |
| Basepoint Wealth LLC | 0.19% | Reduce -4.8% | 26,893 | $242K |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 25,070 | $226K |
| Bank of America Corp. | 0.00% | Add +7.4% | 21,790 | $196K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.9% | 19,176 | $173K |
| Catalina Capital Group, LLC | 0.06% | No change | 18,855 | $170K |
| Apella Capital, LLC | 0.01% | No change | 15,066 | $136K |
| SPC Financial, Inc. | 0.01% | No change | 13,400 | $121K |
| Jag Capital Management, LLC | 0.02% | No change | 12,700 | $114K |
| Invesco Ltd. | 0.00% | New | 12,587 | $113K |
| Millennium Management | 0.00% | No change | 12,552 | $113K |
| Mosaic Family Wealth Partners, LLC | 0.02% | No change | 11,824 | $107K |
| Citadel Advisors | 0.00% | New | 10,715 | $97K |
| Byrne Financial Freedom, LLC | 0.04% | — | 10,200 | $92K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 10,000 | $90K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,480 | $76K |
| UBS Group AG | 0.00% | Add +4.8% | 7,337 | $66K |
| S.A. Mason LLC | 0.02% | No change | 3,500 | $32K |
| West Branch Capital LLC | 0.01% | Add +1.6% | 2,213 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,300 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $9K |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 950 | $9K |
| Bessemer Group Inc. | 0.00% | Add +1.6% | 443 | $4K |
"% 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.