PFO

Flaherty & Crumrine P&i Opp

-$1.2M

Net Activity

Institutions Holding

52

Popularity Rank

#5890

Avg Weight

0.06%

Total Value

$39.9M

Ownership Trend

52 institutions currently hold PFO, with 25 net buyers and 23 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

23

Net Buying Institutions

25

Key Holders

Key Holders

Top 5 by Value

SI
Sit Investment Associates INC
$13.7M
CB
CIBC Bancorp USA Inc.
$5.3M
AA
Advisors Asset Management, Inc.
$3.2M
1C
1607 Capital Partners, LLC
$2.9M
PH
Pathstone Holdings, LLC
$2.4M

Top 5 by Conviction

CF
Closed-End Fund Advisors, Inc.
0.87%
MF
Mustico Financial Group, INC.
0.53%
NW
Noble Wealth Management PBC
0.44%
SI
Sit Investment Associates INC
0.28%
SA
Smith Asset Management Co., LLC
0.25%
View all 52 holding institutions

Quarterly Activity

Recent Activity

+$30.0M

Total Buy Value

$12.8M

Total Sell Value

New buy12
Trim20
Add13
Sold out3

25

Net Buyers

23

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FLAHERTY & CRUMRINE P&I OPP (PFO)?
Major stakeholders currently include Sit Investment Associates INC ($13.7M), CIBC Bancorp USA Inc. ($5.3M), Advisors Asset Management, Inc. ($3.2M). Based on the latest 13F filings, there are a total of 52 tracked investment funds and institutions maintaining positions in PFO.
What is the overall institutional sentiment toward PFO recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.2M, driven by 25 managers accumulating shares while 23 reduced their exposure.
Which institutions have been selling or reducing their PFO positions?
In the latest period, 20 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $12.8M.
Are there any notable investors adding PFO to their portfolios?
Yes, buying activity remains notable. 12 institutions opened new positions in {ticker}, and 13 existing holders added to their shares. The total reported buy value for the quarter amounted to $30.0M.

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