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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

95 hedge funds and large institutions have $96M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

14% more capital invested

Capital invested by funds: $84.1M → $96M (+$11.8M)

1.21% more ownership

Funds ownership: 13.54%14.75% (+1.2%)

6% less funds holding

Funds holding: 10195 (-6)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
36
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$229K -$101K -7,330 -31%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$220K -$2.18K -159 -1%
ASN
53
Advisory Services Network
Georgia
$218K +$10.3K +750 +5%
Stifel Financial
54
Stifel Financial
Missouri
$213K +$48.3K +3,519 +29%
DC
55
Davenport & Co
Virginia
$205K -$13.7K -1,000 -6%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$204K +$204K +14,876 New
DDC
57
DF Dent & Co
Maryland
$194K -$11.7K -850 -6%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$193K +$10.2K +745 +6%
US Bancorp
59
US Bancorp
Minnesota
$191K
NA
60
NewEdge Advisors
Louisiana
$181K
CI
61
Ceera Investments
Texas
$180K
KPWS
62
Kestra Private Wealth Services
Texas
$174K +$10.5K +765 +6%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$171K -$17.6K -1,286 -9%
JCM
64
Jacobi Capital Management
Pennsylvania
$166K +$17.7K +1,290 +12%
Creative Planning
65
Creative Planning
Kansas
$161K -$66.8K -4,867 -29%
MML Investors Services
66
MML Investors Services
Massachusetts
$157K +$10.8K +789 +7%
SA
67
SFI Advisors
New Jersey
$152K
ECM
68
Evergreen Capital Management
Washington
$148K
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$148K
LA
70
LexAurum Advisors
Kansas
$137K
PTC
71
Private Trust Company
Ohio
$109K
GWM
72
Geneos Wealth Management
Colorado
$74.7K
PA
73
Parallel Advisors
California
$70.9K
GWSG
74
GPS Wealth Strategies Group
Colorado
$68.7K
AF
75
Allworth Financial
California
$60.8K +$27 +2 +0%