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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

108 hedge funds and large institutions have $134M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 26

0.11% less ownership

Funds ownership: 19.03%18.92% (-0.11%)

1% less capital invested

Capital invested by funds: $136M → $134M (-$1.82M)

8% less funds holding

Funds holding: 117108 (-9)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
108
Holders Change
-9
Holders Change %
-7.69%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
48
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$174K -$26.3K -1,820 -13%
Cerity Partners
77
Cerity Partners
New York
$166K
RL
78
RPO LLC
Connecticut
$165K -$505K -34,997 -76%
SA
79
SFI Advisors
New Jersey
$155K
PTC
80
Private Trust Company
Ohio
$154K
Nomura Holdings
81
Nomura Holdings
Japan
$154K
CAL
82
Capital Analysts LLC
Pennsylvania
$131K
GJWM
83
Gilliland Jeter Wealth Management
Arkansas
$101K +$1.51K +105 +2%
Comerica Bank
84
Comerica Bank
Texas
$82K +$3.65K +253 +5%
PA
85
Parallel Advisors
California
$76.3K
GWSG
86
GPS Wealth Strategies Group
Colorado
$74.4K +$433 +30 +0.6%
CCC
87
Chelsea Counsel Company
California
$72.5K -$1.08K -75 -2%
MG
88
Mather Group
Illinois
$67.9K +$12.8K +886 +24%
AF
89
Allworth Financial
California
$62.4K +$21.6K +1,500 +55%
HI
90
Harbour Investments
Wisconsin
$59.2K
GWM
91
Geneos Wealth Management
Colorado
$56.4K -$2.38K -165 -4%
IA
92
IFP Advisors
Florida
$51.8K
SIS
93
Sound Income Strategies
Florida
$40.9K +$29.2K +2,021 +272%
NSIM
94
North Star Investment Management
Illinois
$31K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$25K
AA
96
AlphaMark Advisors
Kentucky
$21K +$173 +12 +0.8%
HCM
97
Hollencrest Capital Management
California
$16.4K
BFEC
98
Benjamin F. Edwards & Company
Missouri
$13K +$2.16K +150 +21%
SWA
99
SOA Wealth Advisors
New York
$12.9K +$231 +16 +2%
SPIA
100
Steward Partners Investment Advisory
New York
$7.39K