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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

100 hedge funds and large institutions have $94.4M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

4% more funds holding

Funds holding: 96100 (+4)

3% more capital invested

Capital invested by funds: $91.5M → $94.4M (+$2.89M)

0.29% more ownership

Funds ownership: 13.01%13.3% (+0.29%)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
31
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$275K -$14K -918 -5%
ACI
52
Alpha Cubed Investments
California
$272K -$70K -4,609 -20%
FFWM
53
Future Financial Wealth Management
Ohio
$268K +$271K +17,861 New
SCA
54
Sage Capital Advisors
South Dakota
$268K -$23.6K -1,550 -8%
DC
55
Davenport & Co
Virginia
$247K -$32.7K -2,150 -12%
VF
56
Virtu Financial
New York
$244K +$37.9K +2,495 +18%
ASN
57
Advisory Services Network
Georgia
$226K +$229K +15,050 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$224K +$211K +13,915 +1,316%
DDC
59
DF Dent & Co
Maryland
$221K -$20.5K -1,350 -8%
US Bancorp
60
US Bancorp
Minnesota
$218K -$10.8K -712 -5%
NA
61
NewEdge Advisors
Louisiana
$210K +$15.4K +1,013 +8%
OA
62
Oxbow Advisors
Texas
$210K
CF
63
Centaurus Financial
California
$204K
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$197K -$213K -14,028 -52%
CI
65
Ceera Investments
Texas
$197K -$54.6K -3,590 -21%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$186K +$17.5K +1,153 +10%
SA
67
SFI Advisors
New Jersey
$184K +$17.6K +1,156 +10%
LSC
68
Logan Stone Capital
Illinois
$171K -$214K -14,087 -55%
ECM
69
Evergreen Capital Management
Washington
$162K +$164K +10,800 New
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$162K -$48.9K -3,215 -23%
KPWS
71
Kestra Private Wealth Services
Texas
$160K -$25.8K -1,699 -14%
JCM
72
Jacobi Capital Management
Pennsylvania
$152K -$9.03K -594 -6%
LA
73
LexAurum Advisors
Kansas
$150K
PTC
74
Private Trust Company
Ohio
$119K
GWM
75
Geneos Wealth Management
Colorado
$81.6K -$30K -1,975 -27%

FFC Hedge Fund Activity: Q4 2022 in Review

100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) for Q4 2022, worth a combined $94.4M — up 3.2% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FFC positions and 12 closed out — a net gain of 8 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $5.31M. The largest seller was Connectus Wealth, exiting entirely with an estimated $3.18M sold.

  • 100 institutional investors held Flaherty & Crumrine Preferred and Income Securities Fund (FFC) as of Q4 2022, up from 96 in Q3 2022.
  • Funds reported $94.4M of Flaherty & Crumrine Preferred and Income Securities Fund stock for Q4 2022, up 3.2% quarter-over-quarter.
  • 20 funds opened new Flaherty & Crumrine Preferred and Income Securities Fund positions in Q4 2022 and 12 closed out, a net change of +8 holders.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund buyer in Q4 2022 was Cerity Partners, an estimated $5.31M added.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund seller in Q4 2022 was Connectus Wealth, an estimated $3.18M sold.

Based on aggregated 13F filings for Q4 2022.