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FFC

Flaherty & Crumrine Preferred and Income Securities Fund
FFC

101 hedge funds and large institutions have $97.3M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 100 → 101 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.13% less ownership

Funds ownership: 13.4% → 12.27% (-1.1%)

22% less capital invested

Capital invested by funds: $125M → $97.3M (-$27.3M)

30% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 33

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
23
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Sowell Financial Services
Arkansas
+$2.12M
2
CAN
Cetera Advisor Networks
California
+$833K
3
CAM
Cresset Asset Management
Illinois
+$720K
4
CAG
Csenge Advisory Group
Florida
+$554K
5
UBS Group
UBS Group
Switzerland
+$402K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.22M
2
Morgan Stanley
Morgan Stanley
New York
-$2.18M
3
GG
Golden Green
South Carolina
-$1.84M
4
Invesco
Invesco
Georgia
-$836K
5
AWS
Atria Wealth Solutions
New York
-$753K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
101
International Assets Investment Management
Florida
$195 +$7.48K +413 +4%
AWS
102
Atria Wealth Solutions
New York
– -$753K -38,215 Closed
AFA
103
American Financial Advisors
Georgia
– -$318K -16,147 Closed
PWPS
104
Pinnacle Wealth Planning Services
Ohio
– -$285K -14,500 Closed
WAP
105
Wealthcare Advisory Partners
Pennsylvania
– -$213K -10,832 Closed
SPC
106
Sigma Planning Corp
Michigan
– -$213K -10,803 Closed
NRI
107
NFP Retirement Inc
California
– -$202K -10,250 Closed
MCC
108
Money Concepts Capital
Florida
– -$157K -7,992 Closed
FFWM
109
Future Financial Wealth Management
Ohio
– -$47K -2,395 Closed
PFS
110
Prospera Financial Services
Texas
– -$10K -500 Closed
AA
111
Addison Advisors
Vermont
– -$9K -432 Closed
TWM
112
Tradition Wealth Management
Minnesota
– -$7K -362 Closed
Fidelity Investments
113
Fidelity Investments
Massachusetts
– +$18 +1 New
1 2 3 4
5

FFC Hedge Fund Activity: Q2 2022 in Review

101 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) for Q2 2022, worth a combined $97.3M — down 22% from $125M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FFC positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 33 trimmed.

The largest buyer was Sowell Financial Services, opening a new position worth an estimated $2.12M. The largest seller was Royal Bank of Canada, cutting an estimated $5.22M.

  • 101 institutional investors held Flaherty & Crumrine Preferred and Income Securities Fund (FFC) as of Q2 2022, up from 100 in Q1 2022.
  • Funds reported $97.3M of Flaherty & Crumrine Preferred and Income Securities Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 14 funds opened new Flaherty & Crumrine Preferred and Income Securities Fund positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund buyer in Q2 2022 was Sowell Financial Services, an estimated $2.12M added.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund seller in Q2 2022 was Royal Bank of Canada, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2022.