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FFC

Flaherty & Crumrine Preferred and Income Securities Fund
FFC

110 hedge funds and large institutions have $146M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $134M → $146M (+$11.6M)

2% more funds holding

Funds holding: 108 → 110 (+2)

0.15% more ownership

Funds ownership: 18.92% → 19.07% (+0.15%)

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
43
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$4.24M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.53M
3
Stifel Financial
Stifel Financial
Missouri
+$1.73M
4
Cohen & Steers
Cohen & Steers
New York
+$1.34M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.07M

Top Sellers

1
PCM
Penserra Capital Management
California
-$11.3M
2
MP
Mangrove Partners
Connecticut
-$2.44M
3
LCM
Landscape Capital Management
New Jersey
-$2.4M
4
AA
AQR Arbitrage
Connecticut
-$966K
5
FSI
Flow State Investments
Illinois
-$547K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
76
SFI Advisors
New Jersey
$172K – – –
SMC
77
Smith, Moore & Co
Missouri
$172K +$162K +10,489 New
PTC
78
Private Trust Company
Ohio
$171K – – –
AWA
79
Arkadios Wealth Advisors
Georgia
$168K +$158K +10,258 New
GJWM
80
Gilliland Jeter Wealth Management
Arkansas
$114K +$1.54K +100 +1%
FFWM
81
Future Financial Wealth Management
Ohio
$112K +$106K +6,850 New
Comerica Bank
82
Comerica Bank
Texas
$95.1K +$3.83K +248 +4%
PA
83
Parallel Advisors
California
$84.7K – – –
GWSG
84
GPS Wealth Strategies Group
Colorado
$83.6K +$1.03K +67 +1%
CCC
85
Chelsea Counsel Company
California
$80.4K – – –
AF
86
Allworth Financial
California
$69.2K – – –
HI
87
Harbour Investments
Wisconsin
$65.6K – – –
TSMHT
88
Thurston Springer Miller Herd & Titak
Indiana
$64.7K +$60.8K +3,941 New
GWM
89
Geneos Wealth Management
Colorado
$62.5K – – –
MG
90
Mather Group
Illinois
$60.5K -$13.7K -886 -19%
IA
91
IFP Advisors
Florida
$57.4K – – –
SIS
92
Sound Income Strategies
Florida
$45.9K +$540 +35 +1%
CAL
93
Capital Analysts LLC
Pennsylvania
$42K -$97.2K -6,303 -71%
CA
94
CoreCap Advisors
Michigan
$37.7K +$35.5K +2,300 New
NSIM
95
North Star Investment Management
Illinois
$34.4K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$26K -$1.57K -102 -6%
Bessemer Group
97
Bessemer Group
New Jersey
$26K +$24.8K +1,610 New
CCM
98
Chilton Capital Management
Texas
$25.4K +$23.9K +1,550 New
AA
99
AlphaMark Advisors
Kentucky
$21K -$2.93K -190 -13%
IAIM
100
International Assets Investment Management
Florida
$18.2K +$4.24M +274,935 +1,647%
2 3
4
5 6

FFC Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) for Q3 2024, worth a combined $146M — up 8.6% from $134M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FFC positions and 16 closed out — a net gain of 3 holders — while 43 added to existing stakes and 24 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.24M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $11.3M sold.

  • 110 institutional investors held Flaherty & Crumrine Preferred and Income Securities Fund (FFC) as of Q3 2024, up from 108 in Q2 2024.
  • Funds reported $146M of Flaherty & Crumrine Preferred and Income Securities Fund stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 19 funds opened new Flaherty & Crumrine Preferred and Income Securities Fund positions in Q3 2024 and 16 closed out, a net change of +3 holders.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $4.24M added.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund seller in Q3 2024 was Penserra Capital Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2024.