Who Owns PFD?
Flaherty & Crumrine Preferred and Income Fund Incorporated — Institutional Ownership & 13F Holdings
$11.52
+0.02 (+0.17%)
Market Cap
$153.1M
Shares Outstanding
12,852,556
Institutional Holders
49
Total Inst. Value
$31.5M
% of Float Held
—
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
13
Closed Positions
6
Increased
14
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $4.7M | 420,011 |
| 2 | CIBC Private Wealth Group LLC | $4.6M | 441,364 |
| 3 | MORGAN STANLEY | $2.8M | 246,225 |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.9M | 170,768 |
| 5 | BANK OF AMERICA CORP /DE/ | $1.6M | 141,545 |
| 6 | Matisse CapitalNew | $1.5M | 134,805 |
| 7 | UBS Group AG | $1.4M | 128,919 |
| 8 | WELLS FARGO & COMPANY/MN | $1.4M | 126,186 |
| 9 | AQR Arbitrage LLC | $1.1M | 99,456 |
| 10 | ROYAL BANK OF CANADA | $1.0M | 92,683 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +65K | $4.7M |
| MORGAN STANLEY | +8K | $2.8M |
| BANK OF AMERICA CORP /DE/ | +34K | $1.6M |
| Matisse CapitalNew | +135K | $1.5M |
| OSAIC HOLDINGS, INC. | +915 | $937K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SFI Advisors, LLC | -33K | $227K |
| AQR Arbitrage LLC | -17K | $1.1M |
| RAYMOND JAMES FINANCIAL INC | -10K | $1.9M |
| UBS Group AG | -9K | $1.4M |
| Lido Advisors, LLC | -6K | $726K |
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Frequently Asked Questions
How many institutional investors hold PFD?
As of Q1 2025, 49 institutional investors report holding PFD (Flaherty & Crumrine Preferred and Income Fund Incorporated) in their 13F filings.
Which hedge fund owns the most PFD?
The largest institutional holder of PFD is SIT INVESTMENT ASSOCIATES INC with $4.7M in shares.
Are institutions buying or selling PFD?
This quarter, 13 institutions opened new positions in PFD and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.