Flaherty & Crumrine P&I OppPFO
13F holders, Q1 2025 (March 31)46holders +2
5new positions
3sold out
1famous investor
$9.19avg. 13F price*
At the end of Q1 2025, 46 institutions reported holding Flaherty & Crumrine P&I Opp (PFO) in their 13F filings, up 2 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($5.6M), CIBC Private Wealth Group LLC ($5.0M) and Rivernorth Capital Management, LLC ($2.2M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $587K |
| Exits | 3 | $524K |
All 13F filers, Q4 2024 → Q1 2025: 254,985 shares bought and 172,350 shares sold, net +82,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Sit Investment Associates Inc. | 0.13% | Add +12.1% | 608,217 | $5.6M |
| CIBC Private Wealth Group LLC | 0.01% | No change | 588,511 | $5.0M |
| Rivernorth Capital Management, LLC | 0.12% | Add +26.7% | 243,417 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.5% | 188,163 | $1.7M |
| Matisse Capital | 0.83% | No change | 170,775 | $1.6M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 135,772 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.1% | 132,350 | $1.2M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.32% | No change | 75,690 | $1.0M |
| Noble Wealth Management PBC | 0.64% | Add +21.4% | 101,698 | $938K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.8% | 69,389 | $640K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.1% | 63,527 | $586K |
| Summit X, LLC | 0.12% | Reduce -11.1% | 62,432 | $576K |
| Napa Wealth Management | 0.29% | Reduce -10.9% | 55,586 | $513K |
| Consolidated Portfolio Review Corp | 0.08% | Reduce -13.2% | 51,272 | $473K |
| Wells Fargo & Company | 0.00% | Add +30.7% | 44,014 | $406K |
| Sowell Financial Services LLC | 0.02% | No change | 39,073 | $360K |
| Invesco Ltd. | 0.00% | Add +195.7% | 37,220 | $343K |
| LPL Financial LLC | 0.00% | Reduce -27.8% | 35,845 | $330K |
| Baird Financial Group, Inc. | 0.00% | New | 31,196 | $288K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 29,500 | $272K |
| NewEdge Advisors, LLC | 0.00% | No change | 28,372 | $262K |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 26,870 | $248K |
| AQR Arbitrage LLC | 0.01% | Reduce -37.7% | 25,750 | $237K |
| Bank of America Corp. | 0.00% | No change | 21,790 | $201K |
| Basepoint Wealth LLC | 0.14% | Reduce -25.4% | 20,068 | $185K |
| Catalina Capital Group, LLC | 0.12% | No change | 18,855 | $174K |
| HighTower Advisors, LLC | 0.00% | Reduce -17.7% | 15,778 | $145K |
| Apella Capital, LLC | 0.00% | No change | 15,066 | $133K |
| Cetera Investment Advisers | 0.00% | New | 14,040 | $129K |
| Vanguard Capital Wealth Advisors | 0.16% | New | 14,000 | $129K |
| SPC Financial, Inc. | 0.01% | No change | 13,400 | $124K |
| Jag Capital Management, LLC | 0.02% | No change | 12,700 | $117K |
| Citadel Advisors | 0.00% | Add +10.8% | 11,873 | $109K |
| Mosaic Family Wealth Partners, LLC | 0.02% | No change | 11,824 | $109K |
| Byrne Financial Freedom, LLC | 0.05% | No change | 10,200 | $94K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 10,000 | $92K |
| UBS Group AG | 0.00% | Add +28.5% | 9,430 | $87K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,480 | $78K |
| S.A. Mason LLC | 0.02% | No change | 3,500 | $32K |
| Rossby Financial, LCC | 0.01% | New | 3,129 | $28K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | Reduce -92.8% | 2,865 | $26K |
| West Branch Capital LLC | 0.01% | Add +1.3% | 2,241 | $21K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 1,439 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,300 | $12K |
| Royal Bank of Canada | 0.00% | Add +10.5% | 1,050 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $9K |
"% 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.