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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

95 hedge funds and large institutions have $96M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

14% more capital invested

Capital invested by funds: $84.1M → $96M (+$11.8M)

1.21% more ownership

Funds ownership: 13.54%14.75% (+1.2%)

6% less funds holding

Funds holding: 10195 (-6)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
36
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
26
Chelsea Counsel Company
California
$923K
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$893K +$59.2K +4,314 +7%
MCIA
28
Mountain Capital Investment Advisors
Colorado
$886K +$63.1K +4,598 +8%
BA
29
Bard Associates
Illinois
$780K +$1.37K +100 +0.2%
AFG
30
Atomi Financial Group
New York
$646K -$32.7K -2,386 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$599K +$106K +7,740 +22%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$560K +$559K +40,756 New
WAM
33
Wolverine Asset Management
Illinois
$512K +$53.3K +3,882 +12%
HighTower Advisors
34
HighTower Advisors
Illinois
$490K +$27.5K +2,005 +6%
WS
35
Wedbush Securities
California
$485K +$99.7K +7,269 +26%
AWS
36
Atria Wealth Solutions
New York
$400K -$103K -7,534 -21%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$381K +$370 +27 +0.1%
Millennium Management
38
Millennium Management
New York
$331K +$330K +24,055 New
TAM
39
Titleist Asset Management
Texas
$322K -$70.6K -5,145 -18%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$316K
SCA
41
Sage Capital Advisors
South Dakota
$306K +$3.05K +222 +1%
TIA
42
Tiemann Investment Advisors
California
$302K -$4.62K -337 -2%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$291K -$2.25K -164 -0.8%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$284K +$284K +20,671 New
SWM
45
Spire Wealth Management
Virginia
$277K +$4.69K +342 +2%
IAIM
46
International Assets Investment Management
Florida
$276K +$282K +20,545 New
ACI
47
Alpha Cubed Investments
California
$248K
KAS
48
Kestra Advisory Services
Texas
$243K +$49.5K +3,606 +26%
PAG
49
Private Advisor Group
New Jersey
$235K +$288 +21 +0.1%
CC
50
Claybrook Capital
Massachusetts
$232K