Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLAHERTY & CRUMRINE PFD INCO (PFO)

44 + Investors. Track Smart Money conviction in PFO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — PFO

Based on 44 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PFO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
44 hedge funds hold PFO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

19 buying24 selling
Last quarter: 24 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 20% medium 30% new
22 out of 44 hedge funds have held PFO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

5 → 6 → 8 → 8 → 7 new funds/Q
New funds entering each quarter: 6 → 8 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

55% veterans 16% 1-2yr 30% new
Of 44 current holders: 24 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
7 of 44 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PFO

How many hedge funds hold PFO — quarterly history vs. share price
Quarterly hedge fund ownership of PFO vs. share price

Market Analysis: PFO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PFO
2026 Q1 Stats Unlock in 22 days 44 + Investors

Track Smart Money conviction in PFO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 44 45 -2.22%
13F Shares 4M 4M 9.5%
Total Value $41M $39M 6.59%
New Positions 7 8 -1
Increased Positions 12 15 -3
Closed Positions 8 8 -
Reduced Positions 16 10 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFO

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Institutional Holders (2026 Q1)

44 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFO. Verified SEC 13F-HR filings.

Top 11 institutional holders of PFO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Noble Wealth Management PBC 0.44% 97,449 $881K
2 Catalina Capital Group, LLC 0.10% 18,823 $170K
3 TrueMark Investments, LLC 0.04% 21,043 $190K
4 Sowell Financial Services LLC 0.01% 39,073 $353K
5 Private Advisor Group, LLC 0.01% 186,341 $1.7M
6 Clear Creek Financial Management, LLC 0.01% 11,045 $100K
7 West Branch Capital LLC 0.01% 2,368 $21K
8 WEBSTER BANK, N. A. 0.00% 3,000 $27K
9 HIGHLINE WEALTH PARTNERS LLC 0.00% 310 $3K
10 MATHER GROUP, LLC. 0.00% 5,887 $53K
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 11,220 $101K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FLAHERTY & CRUMRINE PFD INCO (PFO)

What does the Smart Money Trend signal show for PFO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PFO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PFO?

More sellers than buyers — 44% buying: Last quarter: 24 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PFO holders?

Smaller funds dominant — 6% AUM from top-100: 7 of 44 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PFO?

50% of holders stayed for 2+ years: 22 out of 44 hedge funds have held PFO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.