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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

120 hedge funds and large institutions have $134M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

36% more capital invested

Capital invested by funds: $99M → $134M (+$35.4M)

11% more funds holding

Funds holding: 108120 (+12)

4.29% more ownership

Funds ownership: 16.12%20.42% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
53
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.55M -$60.8K -4,615 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.55M +$161K +12,221 +12%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.45M +$1.17M +88,621 +557%
Truist Financial
29
Truist Financial
North Carolina
$1.42M +$97.5K +7,404 +8%
CW
30
Connectus Wealth
Ohio
$1.41M +$1.34M +101,740 New
PAS
31
Park Avenue Securities
New York
$1.31M +$171K +12,980 +16%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M +$67.8K +5,154 +7%
WWM
33
Western Wealth Management
Colorado
$1.08M -$292K -22,210 -22%
AC
34
Almitas Capital
California
$1.04M +$982K +74,631 New
MCIA
35
Mountain Capital Investment Advisors
Colorado
$894K +$3.07K +233 +0.4%
HighTower Advisors
36
HighTower Advisors
Illinois
$879K +$388K +29,501 +87%
BA
37
Bard Associates
Illinois
$791K -$10.5K -800 -1%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$699K +$239K +18,171 +57%
Lido Advisors
39
Lido Advisors
California
$660K +$230K +17,495 +58%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$638K +$228K +17,358 +61%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$607K +$50.3K +3,819 +10%
SFG
42
Seamount Financial Group
Colorado
$601K +$569K +43,239 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$587K +$156K +11,829 +39%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$578K +$51.3K +3,896 +10%
FSI
45
Flow State Investments
Illinois
$565K +$323K +24,566 +153%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$556K -$69.2K -5,260 -12%
ASN
47
Advisory Services Network
Georgia
$474K +$302K +22,950 +206%
Millennium Management
48
Millennium Management
New York
$454K +$4.36K +331 +1%
EAM
49
Eschler Asset Management
United Kingdom
$423K +$123K +9,327 +45%
1CP
50
1607 Capital Partners
Virginia
$413K +$65.8K +5,000 +20%