We are live on ! Find out more
FFC

Flaherty & Crumrine Preferred and Income Securities Fund

120 hedge funds and large institutions have $134M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

36% more capital invested

Capital invested by funds: $99M → $134M (+$35.4M)

11% more funds holding

Funds holding: 108120 (+12)

4.29% more ownership

Funds ownership: 16.12%20.42% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
53
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$400K +$6.71K +510 +2%
AFG
52
Atomi Financial Group
New York
$398K -$174K -13,227 -32%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$367K -$40.9K -3,108 -11%
LSC
54
Logan Stone Capital
Illinois
$362K +$197K +14,983 +135%
AWS
55
Atria Wealth Solutions
New York
$355K -$98.5K -7,486 -23%
CCC
56
Chelsea Counsel Company
California
$350K -$553K -42,000 -63%
WAM
57
Wolverine Asset Management
Illinois
$343K -$949K -72,090 -75%
TAM
58
Titleist Asset Management
Texas
$326K
AGM
59
Alpine Global Management
New York
$320K +$303K +23,000 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$309K
Creative Planning
61
Creative Planning
Kansas
$300K +$95.8K +7,275 +51%
SCA
62
Sage Capital Advisors
South Dakota
$300K -$26.8K -2,034 -9%
SWM
63
Spire Wealth Management
Virginia
$297K +$5.86K +445 +2%
VF
64
Virtu Financial
New York
$297K +$281K +21,360 New
Stifel Financial
65
Stifel Financial
Missouri
$290K +$86.8K +6,592 +46%
GC
66
Guggenheim Capital
Illinois
$270K +$256K +19,450 New
ACI
67
Alpha Cubed Investments
California
$251K
PAG
68
Private Advisor Group
New Jersey
$245K +$6.84K +520 +3%
WCM
69
Whitener Capital Management
North Carolina
$243K +$82.1K +6,240 +56%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$230K +$5.3K +403 +2%
KPWS
71
Kestra Private Wealth Services
Texas
$221K +$3.71K +282 +2%
EC
72
Elequin Capital
New York
$216K +$178K +13,529 +671%
KAS
73
Kestra Advisory Services
Texas
$210K -$35.5K -2,699 -15%
NA
74
NewEdge Advisors
Louisiana
$208K +$192K +14,616 New
TIA
75
Tiemann Investment Advisors
California
$203K -$100K -7,625 -34%