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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
IAIM
76
International Assets Investment Management
Florida
$198K -$81.4K -6,184 -30%
US Bancorp
77
US Bancorp
Minnesota
$193K
ICMP
78
Integrated Capital Management (Pennsylvania)
Pennsylvania
$190K -$4.49K -341 -2%
DDC
79
DF Dent & Co
Maryland
$189K -$13.8K -1,050 -7%
Nomura Holdings
80
Nomura Holdings
Japan
$187K +$177K +13,460 New
JCM
81
Jacobi Capital Management
Pennsylvania
$168K
MML Investors Services
82
MML Investors Services
Massachusetts
$164K +$8.95K +680 +6%
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$164K +$13.2K +1,000 +9%
ECM
84
Evergreen Capital Management
Washington
$161K +$9.87K +750 +7%
Cerity Partners
85
Cerity Partners
New York
$156K -$409K -31,082 -73%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$150K +$4.66K +354 +3%
CAS
87
CTC Alternative Strategies
Illinois
$149K +$141K +10,704 New
GJWM
88
Gilliland Jeter Wealth Management
Arkansas
$146K +$139K +10,523 New
SA
89
SFI Advisors
New Jersey
$146K -$7.49K -569 -5%
AAS
90
Avantax Advisory Services
Texas
$141K +$133K +10,114 New
CAL
91
Capital Analysts LLC
Pennsylvania
$123K +$116K +8,834 New
PTC
92
Private Trust Company
Ohio
$98.7K -$11.2K -850 -11%
PA
93
Parallel Advisors
California
$71.7K
GWSG
94
GPS Wealth Strategies Group
Colorado
$69.5K
GWM
95
Geneos Wealth Management
Colorado
$64.4K -$10.5K -800 -15%
HI
96
Harbour Investments
Wisconsin
$57.8K +$52.7K +4,000 +2,532%
Comerica Bank
97
Comerica Bank
Texas
$51.5K +$4.82K +366 +11%
AF
98
Allworth Financial
California
$37.8K -$1.44K -109 -4%
TC
99
Truvestments Capital
Florida
$34.8K +$32.9K +2,500 New
NSIM
100
North Star Investment Management
Illinois
$29.2K