We are live on ! Find out more
FFC

Flaherty & Crumrine Preferred and Income Securities Fund

73 hedge funds and large institutions have $101M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more capital invested

Capital invested by funds: $101M → $101M (+$250K)

0% more funds holding

Funds holding: 7373 (0)

0.75% less ownership

Funds ownership: 11.28%10.53% (-0.75%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
24
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
51
Sandy Spring Bank
Maryland
$55K +$47.5K +2,321 +619%
CWM
52
Concert Wealth Management
California
$43K +$26.6K +1,300 +12%
LWM
53
Lenox Wealth Management
Ohio
$40K
NSIM
54
North Star Investment Management
Illinois
$38K
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$36K
DADC
56
D.A. Davidson & Co
Montana
$26K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$24K -$9.21K -450 -27%
FAM
58
Formidable Asset Management
Ohio
$22K
SIG
59
Stanford Investment Group
California
$21K
HF
60
Hoxton Financial
West Virginia
$20K
NFG
61
Next Financial Group
Texas
$18K
CFA
62
Carroll Financial Associates
North Carolina
$16K
SIA
63
Stancorp Investment Advisers
Oregon
$16K
S
64
SignatureFD
Georgia
$14K +$13.9K +680 New
TFA
65
Transamerica Financial Advisors
Florida
$11K
OSNBOA
66
Old Second National Bank of Aurora
Illinois
$10K +$3.07K +150 +43%
JIC
67
Joel Isaacson & Co
New York
$9K +$9.21K +450 New
AWM
68
Avior Wealth Management
Nebraska
$8K
HR
69
Howe & Rusling
New York
$6K
WTB
70
Washington Trust Bank
Washington
$5K
Deutsche Bank
71
Deutsche Bank
Germany
$4K +$2.4K +117 +100%
AllianceBernstein
72
AllianceBernstein
Tennessee
$2K +$2.11K +103 New
IMS
73
Index Management Solutions
Pennsylvania
-$2.64M -138,794 Closed
TRCT
74
Tower Research Capital (TRC)
New York
-$382K -20,046 Closed
Jane Street
75
Jane Street
New York
-$339K -17,820 Closed