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FFC

Flaherty & Crumrine Preferred and Income Securities Fund
FFC

118 hedge funds and large institutions have $156M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

7% more funds holding

Funds holding: 110 → 118 (+8)

7% more capital invested

Capital invested by funds: $146M → $156M (+$10.6M)

1.87% more ownership

Funds ownership: 19.07% → 20.93% (+1.9%)

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
39
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$9.03M
2
SIA
Sit Investment Associates
Minnesota
+$4.38M
3
1CP
1607 Capital Partners
Virginia
+$3.66M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.22M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.94M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.84M
2
IAIM
International Assets Investment Management
Florida
-$4.42M
3
MP
Mangrove Partners
Connecticut
-$3.83M
4
AA
AQR Arbitrage
Connecticut
-$2.28M
5
SWA
Strategies Wealth Advisors
Michigan
-$973K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$235K +$241K +15,103 New
IAIM
77
International Assets Investment Management
Florida
$226K -$4.42M -277,295 -95%
PWM
78
Pines Wealth Management
North Carolina
$220K +$224K +14,013 New
IAA
79
Independent Advisor Alliance
North Carolina
$210K +$215K +13,504 New
PWA
80
Prairie Wealth Advisors
Nebraska
$197K -$9.57K -600 -5%
ECM
81
Evergreen Capital Management
Washington
$195K – – –
DDC
82
DF Dent & Co
Maryland
$191K – – –
LCM
83
Landscape Capital Management
New Jersey
$190K +$195K +12,234 New
CSP
84
Cary Street Partners
Virginia
$183K +$188K +11,773 New
Truist Financial
85
Truist Financial
North Carolina
$181K +$1K +63 +0.5%
Cerity Partners
86
Cerity Partners
New York
$175K +$670 +42 +0.4%
PTC
87
Private Trust Company
Ohio
$162K – – –
AWA
88
Arkadios Wealth Advisors
Georgia
$159K – – –
GWSG
89
GPS Wealth Strategies Group
Colorado
$80.2K +$1.07K +67 +1%
PA
90
Parallel Advisors
California
$80.1K – – –
FFWM
91
Future Financial Wealth Management
Ohio
$80K -$27.1K -1,700 -25%
Comerica Bank
92
Comerica Bank
Texas
$78.7K -$11.6K -726 -13%
AF
93
Allworth Financial
California
$67.5K – – –
HI
94
Harbour Investments
Wisconsin
$62.1K – – –
GWM
95
Geneos Wealth Management
Colorado
$59.2K – – –
MG
96
Mather Group
Illinois
$57.3K – – –
IA
97
IFP Advisors
Florida
$54.4K – – –
CCC
98
Chelsea Counsel Company
California
$48.5K -$28.3K -1,775 -36%
SIS
99
Sound Income Strategies
Florida
$44K +$574 +36 +1%
CAL
100
Capital Analysts LLC
Pennsylvania
$39K – – –
1 2 3
4
5

FFC Hedge Fund Activity: Q4 2024 in Review

118 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) for Q4 2024, worth a combined $156M — up 7.3% from $146M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FFC positions and 8 closed out — a net gain of 11 holders — while 39 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.03M. The largest seller was Morgan Stanley, cutting an estimated $4.84M.

  • 118 institutional investors held Flaherty & Crumrine Preferred and Income Securities Fund (FFC) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $156M of Flaherty & Crumrine Preferred and Income Securities Fund stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 19 funds opened new Flaherty & Crumrine Preferred and Income Securities Fund positions in Q4 2024 and 8 closed out, a net change of +11 holders.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund buyer in Q4 2024 was Wells Fargo, an estimated $9.03M added.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund seller in Q4 2024 was Morgan Stanley, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2024.