Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flaherty & Crumrine Pfd Inco (PFD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — PFD

Based on 52 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
52 hedge funds hold PFD 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 — +13% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

20 buying20 selling
Last quarter: 20 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 4 → 9 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 21% new
27 out of 52 hedge funds have held PFD 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 — ~5 new funds/quarter

6 → 12 → 4 → 9 → 5 new funds/Q
New funds entering each quarter: 12 → 4 → 9 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 29% newcomers

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Entry-cohort mix of 52 holders: 28 (54%) are 2+ year veterans, 9 entered 1–2 years ago, and 15 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
8 of 52 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — PFD

In 2026 Q2, 20 hedge funds were net buyers of PFD (5 opened a new position, 15 added to an existing one), while 20 reduced or exited (16 trimmed, 4 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in PFD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 52.

Hedge Fund Ownership: PFD

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

Market Analysis: PFD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PFD
52 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 52 51 1.96%
13F Shares 4M 4M 4.76%
Total Value $29M $28M 4.81%
New Positions 5 9 -4
Increased Positions 15 14 +1
Closed Positions 4 6 -2
Reduced Positions 16 13 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFD

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Institutional Holders (2026 Q2)

52 + investors

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

QUARTER:
Top 25 PFD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Smith Asset Management Co., LLC 0.66% 72,668 $845K
2 Robinson Capital Management, LLC 0.28% 55,073 $640K
3 Signature Wealth Management Partners, LLC 0.08% 14,351 $167K
4 Fiduciary Financial Advisors 0.07% 60,582 $705K
5 Pathway Financial Advisors LLC 0.06% 46,996 $544K
6 Bridgewealth Advisory Group, LLC 0.06% 25,590 $298K
7 O'ROURKE & COMPANY, Inc 0.06% 13,683 $159K
8 1607 Capital Partners, LLC 0.05% 49,004 $570K
9 LongView Wealth Management 0.05% 15,305 $178K
10 Noble Wealth Management PBC 0.04% 7,157 $83K
11 Mgo One Seven LLC 0.03% 141,315 $1.6M
12 UMB Bank, n.a. 0.01% 86,373 $1.0M
13 Whipplewood Advisors, LLC 0.01% 1,498 $17K
14 Fiera Capital Corp 0.01% 177,117 $2.1M
15 CIBC Bancorp USA Inc. 0.01% 441,364 $5.1M
16 CreativeOne Wealth, LLC 0.01% 23,199 $270K
17 Cary Street Partners Financial LLC 0.01% 20,083 $234K
18 Capital Investment Advisors, LLC 0.00% 22,651 $263K
19 Guggenheim Capital LLC 0.00% 33,048 $384K
20 Webster Bank, N. A. 0.00% 2,000 $23K
21 Calamos Advisors LLC 0.00% 41,125 $478K
22 Osaic Holdings, INC. 0.00% 85,433 $994K
23 D.A. Davidson & CO. 0.00% 16,600 $193K
24 Beacon Pointe Advisors, LLC 0.00% 17,297 $201K
25 Kestra Advisory Services, LLC 0.00% 18,046 $210K
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 (PFD)

What does the Smart Money Trend signal show for PFD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PFD?

Slight buying edge — 50% buying: Last quarter: 20 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFD holders?

Strong quality — 34% AUM from major funds: 8 of 52 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PFD?

52% of holders stayed for 2+ years: 27 out of 52 hedge funds have held PFD 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.

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