We are live on ! Find out more
FFC

Flaherty & Crumrine Preferred and Income Securities Fund
FFC

118 hedge funds and large institutions have $156M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

7% more funds holding

Funds holding: 110 → 118 (+8)

7% more capital invested

Capital invested by funds: $146M → $156M (+$10.6M)

1.87% more ownership

Funds ownership: 19.07% → 20.93% (+1.9%)

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
39
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$9.03M
2
SIA
Sit Investment Associates
Minnesota
+$4.38M
3
1CP
1607 Capital Partners
Virginia
+$3.66M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.22M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.94M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.84M
2
IAIM
International Assets Investment Management
Florida
-$4.42M
3
MP
Mangrove Partners
Connecticut
-$3.83M
4
AA
AQR Arbitrage
Connecticut
-$2.28M
5
SWA
Strategies Wealth Advisors
Michigan
-$973K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
51
Seamount Financial Group
Colorado
$526K -$28.7K -1,799 -5%
WS
52
Wedbush Securities
California
$426K -$1.95K -122 -0.4%
WCM
53
Whitener Capital Management
North Carolina
$391K +$6.38K +400 +2%
MC
54
Matisse Capital
Oregon
$371K – – –
Calamos Advisors
55
Calamos Advisors
Illinois
$368K +$72.7K +4,555 +24%
TAM
56
Titleist Asset Management
Texas
$364K – – –
SCA
57
Sage Capital Advisors
South Dakota
$362K -$61.7K -3,867 -14%
JCM
58
Jacobi Capital Management
Pennsylvania
$361K +$45.5K +2,850 +14%
SA
59
SFI Advisors
New Jersey
$318K +$159K +9,972 +95%
SWM
60
Spire Wealth Management
Virginia
$303K +$5.2K +326 +2%
AWS
61
Atria Wealth Solutions
New York
$299K +$10.6K +662 +4%
GIA
62
Guyasuta Investment Advisors
Pennsylvania
$282K +$39.9K +2,500 +16%
ICMP
63
Integrated Capital Management (Pennsylvania)
Pennsylvania
$281K +$5.14K +322 +2%
ACI
64
Alpha Cubed Investments
California
$281K – – –
Walleye Capital
65
Walleye Capital
New York
$274K +$282K +17,674 New
NA
66
NewEdge Advisors
Louisiana
$271K -$38.5K -2,415 -12%
SMC
67
Smith, Moore & Co
Missouri
$265K +$105K +6,575 +63%
SA
68
Sanctuary Advisors
Indiana
$263K -$200K -12,543 -43%
US Bancorp
69
US Bancorp
Minnesota
$256K +$16.7K +1,050 +7%
PAG
70
Private Advisor Group
New Jersey
$255K -$4.42K -277 -2%
KPWS
71
Kestra Private Wealth Services
Texas
$248K +$6.46K +405 +3%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$246K +$253K +15,841 New
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$243K +$249K +15,631 New
TIA
74
Tiemann Investment Advisors
California
$239K – – –
RCM
75
Robinson Capital Management
Michigan
$235K – – –
1 2
3
4 5

FFC Hedge Fund Activity: Q4 2024 in Review

118 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) for Q4 2024, worth a combined $156M — up 7.3% from $146M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FFC positions and 8 closed out — a net gain of 11 holders — while 39 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.03M. The largest seller was Morgan Stanley, cutting an estimated $4.84M.

  • 118 institutional investors held Flaherty & Crumrine Preferred and Income Securities Fund (FFC) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $156M of Flaherty & Crumrine Preferred and Income Securities Fund stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 19 funds opened new Flaherty & Crumrine Preferred and Income Securities Fund positions in Q4 2024 and 8 closed out, a net change of +11 holders.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund buyer in Q4 2024 was Wells Fargo, an estimated $9.03M added.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund seller in Q4 2024 was Morgan Stanley, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2024.