We are live on ! Find out more
FFC

Flaherty & Crumrine Preferred and Income Securities Fund

67 hedge funds and large institutions have $96.6M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

1% more capital invested

Capital invested by funds: $95.6M → $96.6M (+$1.06M)

0.59% less ownership

Funds ownership: 10.57%9.98% (-0.59%)

8% less funds holding

Funds holding: 7367 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
24
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
51
Winslow Evans & Crocker
Massachusetts
$96.8K
NSIM
52
North Star Investment Management
Illinois
$72K
DADC
53
D.A. Davidson & Co
Montana
$51K
WT
54
Whittier Trust
California
$42K
ASN
55
Advisory Services Network
Georgia
$35K +$4.08K +192 +14%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$26K
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K
VWA
58
V Wealth Advisors
Kansas
$22K +$21.3K +1,000 New
CFA
59
Carroll Financial Associates
North Carolina
$17K
WTB
60
Washington Trust Bank
Washington
$14K
PCM
61
Penserra Capital Management
California
$14K +$1.32K +62 +10%
NFG
62
Next Financial Group
Texas
$9K -$15.9K -750 -64%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$8.34K -392 -48%
AWM
64
Avior Wealth Management
Nebraska
$9K
FFC
65
First Financial Corp
Indiana
$9K
CFD
66
Creative Financial Designs
Indiana
$4K
OSNBOA
67
Old Second National Bank of Aurora
Illinois
$3K
IWM
68
IHT Wealth Management
Illinois
$379 -$18.2K -858 -26%
CCP
69
Clough Capital Partners
Massachusetts
-$639K -31,100 Closed
IAA
70
Independent Advisor Alliance
North Carolina
-$340K -16,586 Closed
TSS
71
Two Sigma Securities
New York
-$222K -10,781 Closed
SF
72
Synovus Financial
Georgia
-$77K -3,751 Closed
LWM
73
Lenox Wealth Management
Ohio
-$40K -1,950 Closed
AAM
74
Advisors Asset Management
Colorado
-$28K -1,360 Closed
PMFA
75
Plante Moran Financial Advisors
Michigan
-$13K -635 Closed