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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

96 hedge funds and large institutions have $91.5M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

0.74% more ownership

Funds ownership: 12.27%13.01% (+0.74%)

5% less funds holding

Funds holding: 10196 (-5)

6% less capital invested

Capital invested by funds: $97.3M → $91.5M (-$5.79M)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
32
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
51
DF Dent & Co
Maryland
$239K +$28.7K +1,685 +12%
US Bancorp
52
US Bancorp
Minnesota
$226K
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$208K -$20.4K -1,200 -8%
OA
54
Oxbow Advisors
Texas
$208K
VF
55
Virtu Financial
New York
$204K +$234K +13,758 New
CF
56
Centaurus Financial
California
$202K
NA
57
NewEdge Advisors
Louisiana
$193K +$1.7K +100 +0.8%
KPWS
58
Kestra Private Wealth Services
Texas
$184K +$6.53K +384 +3%
IAIM
59
International Assets Investment Management
Florida
$172K -$510 -30 -0.2%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$167K +$191K +11,215 New
SA
61
SFI Advisors
New Jersey
$164K
NWA
62
Navis Wealth Advisors
New York
$162K
JCM
63
Jacobi Capital Management
Pennsylvania
$159K +$182K +10,724 New
LA
64
LexAurum Advisors
Kansas
$149K
PTC
65
Private Trust Company
Ohio
$118K
APA
66
American Portfolios Advisors
New York
$111K -$6.12K -360 -5%
GWM
67
Geneos Wealth Management
Colorado
$110K -$100K -5,898 -44%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$91K +$5.54K +326 +6%
JP Morgan Chase
69
JP Morgan Chase
New York
$88K +$101K +5,928 New
AF
70
Allworth Financial
California
$81K +$48K +2,821 +109%
PA
71
Parallel Advisors
California
$77K
GWSG
72
GPS Wealth Strategies Group
Colorado
$74K
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$59K
HNB
74
Huntington National Bank
Ohio
$41K
DTIM
75
Danda Trouve Investment Management
Kansas
$40K