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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

98 hedge funds and large institutions have $128M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

0.63% less ownership

Funds ownership: 13.26%12.63% (-0.63%)

8% less funds holding

Funds holding: 10698 (-8)

8% less capital invested

Capital invested by funds: $138M → $128M (-$10.5M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
98
Holders Change
-8
Holders Change %
-7.55%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
34
Reduced
24
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$317K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$314K -$29.4K -1,287 -9%
HighTower Advisors
53
HighTower Advisors
Illinois
$305K -$26.2K -1,148 -8%
KAS
54
Kestra Advisory Services
Texas
$305K +$24.8K +1,084 +9%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$289K
SCA
56
Sage Capital Advisors
South Dakota
$273K +$22.7K +996 +9%
AF
57
Affiance Financial
Minnesota
$267K
SF
58
Synovus Financial
Georgia
$250K -$95.5K -4,182 -27%
LA
59
LexAurum Advisors
Kansas
$227K +$228K +10,000 New
SPC
60
Sigma Planning Corp
Michigan
$225K +$25.1K +1,098 +13%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$221K -$777 -34 -0.3%
IAIM
62
International Assets Investment Management
Florida
$218K -$263K -11,517 -53%
GC
63
Guggenheim Capital
Illinois
$216K +$217K +9,513 New
HI
64
Harbour Investments
Wisconsin
$206K -$13.6K -596 -6%
LWP
65
Laurel Wealth Planning
Minnesota
$203K +$204K +8,930 New
WAM
66
Wolverine Asset Management
Illinois
$175K +$177K +7,732 New
APA
67
American Portfolios Advisors
New York
$155K +$3.45K +151 +2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$147K -$172K -7,518 -54%
CFA
69
Carroll Financial Associates
North Carolina
$146K +$93.4K +4,089 +173%
PA
70
Parallel Advisors
California
$117K
AF
71
Advisornet Financial
Minnesota
$114K
GWSG
72
GPS Wealth Strategies Group
Colorado
$114K
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$90K
NFG
74
Next Financial Group
Texas
$88K
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$87K -$1.6K -70 -2%