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FFC

Flaherty & Crumrine Preferred and Income Securities Fund
FFC

101 hedge funds and large institutions have $97.3M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 100 → 101 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.13% less ownership

Funds ownership: 13.4% → 12.27% (-1.1%)

22% less capital invested

Capital invested by funds: $125M → $97.3M (-$27.3M)

30% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 33

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
23
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Sowell Financial Services
Arkansas
+$2.12M
2
CAN
Cetera Advisor Networks
California
+$833K
3
CAM
Cresset Asset Management
Illinois
+$720K
4
CAG
Csenge Advisory Group
Florida
+$554K
5
UBS Group
UBS Group
Switzerland
+$402K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.22M
2
Morgan Stanley
Morgan Stanley
New York
-$2.18M
3
GG
Golden Green
South Carolina
-$1.84M
4
Invesco
Invesco
Georgia
-$836K
5
AWS
Atria Wealth Solutions
New York
-$753K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$44K – – –
SWM
77
Selective Wealth Management
Virginia
$42K – – –
NSIM
78
North Star Investment Management
Illinois
$35K – – –
SWM
79
SeaCrest Wealth Management
New York
$31K +$34K +1,875 New
AIP
80
Ahrens Investment Partners
Louisiana
$29K – – –
IA
81
IFP Advisors
Florida
$29K – – –
BSB
82
Bangor Savings Bank
Maine
$23K +$25.4K +1,400 New
GEA
83
Glen Eagle Advisors
New Jersey
$21.4K – – –
BONH
84
Bank of New Hampshire
New Hampshire
$21K – – –
HPC
85
HM Payson & Co
Maine
$21K – – –
SWA
86
SOA Wealth Advisors
New York
$17K +$362 +20 +2%
AW
87
ACG Wealth
Georgia
$17K +$18.1K +1,000 New
PGAM
88
Princeton Global Asset Management
New Jersey
$14K – – –
AA
89
AlphaMark Advisors
Kentucky
$13K – – –
CA
90
CoreCap Advisors
Michigan
$13K +$14.5K +800 New
SWM
91
Sugarloaf Wealth Management
Georgia
$11K – – –
S
92
SignatureFD
Georgia
$11K +$12.1K +670 New
SPIA
93
Steward Partners Investment Advisory
New York
$10K – – –
RCM
94
Raleigh Capital Management
North Carolina
$10K +$10.7K +590 New
TFM
95
TFC Financial Management
Massachusetts
$7K +$145 +8 +2%
AA
96
Ancora Advisors
Ohio
$6K – – –
BFEC
97
Benjamin F. Edwards & Company
Missouri
$6K – – –
FF
98
FourThought Financial
Florida
$5K – – –
CHC
99
City Holding Co
West Virginia
$2K – – –
HI
100
Harbour Investments
Wisconsin
$2K +$1.81K +100 New
1 2 3
4
5

FFC Hedge Fund Activity: Q2 2022 in Review

101 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) for Q2 2022, worth a combined $97.3M — down 22% from $125M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FFC positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 33 trimmed.

The largest buyer was Sowell Financial Services, opening a new position worth an estimated $2.12M. The largest seller was Royal Bank of Canada, cutting an estimated $5.22M.

  • 101 institutional investors held Flaherty & Crumrine Preferred and Income Securities Fund (FFC) as of Q2 2022, up from 100 in Q1 2022.
  • Funds reported $97.3M of Flaherty & Crumrine Preferred and Income Securities Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 14 funds opened new Flaherty & Crumrine Preferred and Income Securities Fund positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund buyer in Q2 2022 was Sowell Financial Services, an estimated $2.12M added.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund seller in Q2 2022 was Royal Bank of Canada, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2022.