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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

108 hedge funds and large institutions have $134M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 26

0.11% less ownership

Funds ownership: 19.03%18.92% (-0.11%)

1% less capital invested

Capital invested by funds: $136M → $134M (-$1.82M)

8% less funds holding

Funds holding: 117108 (-9)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
108
Holders Change
-9
Holders Change %
-7.69%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
48
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.33M +$248K +17,178 +24%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31M +$17.3K +1,197 +1%
MCIA
28
Mountain Capital Investment Advisors
Colorado
$991K +$14.5K +1,008 +2%
CPRC
29
Consolidated Portfolio Review Corp
New York
$924K -$1.53M -106,252 -63%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$837K +$38.9K +2,697 +5%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$831K +$135K +9,325 +20%
BA
32
Bard Associates
Illinois
$799K -$40.4K -2,800 -5%
WWM
33
Western Wealth Management
Colorado
$729K -$250K -17,325 -26%
1CP
34
1607 Capital Partners
Virginia
$704K +$33.2K +2,304 +5%
Lido Advisors
35
Lido Advisors
California
$694K -$8.66K -600 -1%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$673K +$33.1K +2,295 +5%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$590K -$56.3K -3,902 -9%
GC
38
Guggenheim Capital
Illinois
$558K +$117K +8,141 +28%
FSI
39
Flow State Investments
Illinois
$547K +$61.9K +4,289 +13%
SFG
40
Seamount Financial Group
Colorado
$537K
LSC
41
Logan Stone Capital
Illinois
$462K +$450K +31,223 New
WS
42
Wedbush Securities
California
$394K -$7.86K -545 -2%
SCA
43
Sage Capital Advisors
South Dakota
$387K +$60.8K +4,214 +19%
KAS
44
Kestra Advisory Services
Texas
$385K +$138K +9,560 +58%
AWS
45
Atria Wealth Solutions
New York
$381K +$101 +7 +0%
AFG
46
Atomi Financial Group
New York
$376K -$7.21K -500 -2%
Walleye Capital
47
Walleye Capital
New York
$371K +$362K +25,100 New
AGM
48
Alpine Global Management
New York
$370K
WCM
49
Whitener Capital Management
North Carolina
$366K +$77.9K +5,400 +28%
Stifel Financial
50
Stifel Financial
Missouri
$360K +$124K +8,605 +55%