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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

96 hedge funds and large institutions have $91.5M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

0.74% more ownership

Funds ownership: 12.27%13.01% (+0.74%)

5% less funds holding

Funds holding: 10196 (-5)

6% less capital invested

Capital invested by funds: $97.3M → $91.5M (-$5.79M)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
32
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
76
FinTrust Capital Advisors
South Carolina
$39K
SWM
77
Selective Wealth Management
Virginia
$37K
NSIM
78
North Star Investment Management
Illinois
$31K
IA
79
IFP Advisors
Florida
$29K
BSB
80
Bangor Savings Bank
Maine
$21K
BONH
81
Bank of New Hampshire
New Hampshire
$19K
HPC
82
HM Payson & Co
Maine
$18K
SWA
83
SOA Wealth Advisors
New York
$16K +$374 +22 +2%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$15K -$113K -6,643 -86%
PGAM
85
Princeton Global Asset Management
New Jersey
$13K
AA
86
AlphaMark Advisors
Kentucky
$12K
SWM
87
Sugarloaf Wealth Management
Georgia
$10K
RCM
88
Raleigh Capital Management
North Carolina
$10K +$1.19K +70 +12%
JWM
89
Janiczek Wealth Management
Colorado
$7K +$8.45K +497 New
TFM
90
TFC Financial Management
Massachusetts
$6K +$136 +8 +2%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$5K
FF
92
FourThought Financial
Florida
$4K
HI
93
Harbour Investments
Wisconsin
$2K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.55K +150 New
CHC
95
City Holding Co
West Virginia
$1K
CAM
96
Cresset Asset Management
Illinois
-$667K -39,780 Closed
EWM
97
EPG Wealth Management
Georgia
-$463K -27,638 Closed
OC
98
Oppenheimer & Co
New York
-$265K -15,812 Closed
GC
99
Guggenheim Capital
Illinois
-$216K -12,866 Closed
HCM
100
Hollencrest Capital Management
California
-$186K -11,076 Closed