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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

100 hedge funds and large institutions have $94.4M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

4% more funds holding

Funds holding: 96100 (+4)

3% more capital invested

Capital invested by funds: $91.5M → $94.4M (+$2.89M)

0.29% more ownership

Funds ownership: 13.01%13.3% (+0.29%)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
31
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Parallel Advisors
California
$77.5K
BAM
77
Belpointe Asset Management
Nevada
$67.1K +$67.9K +4,467 New
AF
78
Allworth Financial
California
$66.4K -$15.2K -999 -18%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$59.4K
HCM
80
Hollencrest Capital Management
California
$39K +$39.4K +2,595 New
IGWM
81
ICA Group Wealth Management
Colorado
$38.8K +$39.3K +2,583 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$37.6K -$56K -3,685 -60%
NSIM
83
North Star Investment Management
Illinois
$31.5K
AF
84
Affiance Financial
Minnesota
$29.8K +$30.2K +1,987 New
BONH
85
Bank of New Hampshire
New Hampshire
$19K
SWA
86
SOA Wealth Advisors
New York
$16.7K +$334 +22 +2%
IA
87
IFP Advisors
Florida
$13K -$13.3K -878 -56%
PGAM
88
Princeton Global Asset Management
New Jersey
$13K
CA
89
CoreCap Advisors
Michigan
$12K +$12.2K +800 New
AA
90
AlphaMark Advisors
Kentucky
$12K
RCM
91
Raleigh Capital Management
North Carolina
$9.91K
MSCM
92
McElhenny Sheffield Capital Management
Texas
$9.01K +$9.12K +600 New
TFM
93
TFC Financial Management
Massachusetts
$6.38K +$137 +9 +2%
SWM
94
Sanctuary Wealth Management
Idaho
$5.39K +$5.46K +359 New
BFEC
95
Benjamin F. Edwards & Company
Missouri
$5K
KHC
96
Koesten Hirschmann & Crabtree
Kansas
$2.79K +$2.83K +186 New
HI
97
Harbour Investments
Wisconsin
$2.37K +$881 +58 +58%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$2K
CHC
99
City Holding Co
West Virginia
$1.5K
PAG
100
Private Advisor Group
New Jersey
$256 -$13K -856 -5%

FFC Hedge Fund Activity: Q4 2022 in Review

100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) for Q4 2022, worth a combined $94.4M — up 3.2% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FFC positions and 12 closed out — a net gain of 8 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $5.31M. The largest seller was Connectus Wealth, exiting entirely with an estimated $3.18M sold.

  • 100 institutional investors held Flaherty & Crumrine Preferred and Income Securities Fund (FFC) as of Q4 2022, up from 96 in Q3 2022.
  • Funds reported $94.4M of Flaherty & Crumrine Preferred and Income Securities Fund stock for Q4 2022, up 3.2% quarter-over-quarter.
  • 20 funds opened new Flaherty & Crumrine Preferred and Income Securities Fund positions in Q4 2022 and 12 closed out, a net change of +8 holders.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund buyer in Q4 2022 was Cerity Partners, an estimated $5.31M added.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund seller in Q4 2022 was Connectus Wealth, an estimated $3.18M sold.

Based on aggregated 13F filings for Q4 2022.