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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$23K +$18.1K +1,376 +550%
AA
102
AlphaMark Advisors
Kentucky
$20K +$145 +11 +0.8%
BONH
103
Bank of New Hampshire
New Hampshire
$17.4K
HCM
104
Hollencrest Capital Management
California
$15.4K -$19.5K -1,485 -57%
Bessemer Group
105
Bessemer Group
New Jersey
$15K +$14K +1,067 New
LA
106
LM Advisors
California
$12.5K +$11.8K +900 New
SWA
107
SOA Wealth Advisors
New York
$11.6K -$4.45K -338 -29%
SIS
108
Sound Income Strategies
Florida
$10.3K +$9.54K +725 +4,028%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$10K
TFM
110
TFC Financial Management
Massachusetts
$6.36K +$105 +8 +2%
SWM
111
Sanctuary Wealth Management
Idaho
$4.99K
SS
112
Sunbelt Securities
Texas
$4.87K
NS
113
NBC Securities
Alabama
$4K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$3.29K
KHC
115
Koesten Hirschmann & Crabtree
Kansas
$2.59K
CHC
116
City Holding Co
West Virginia
$1.39K
FCA
117
FinTrust Capital Advisors
South Carolina
$848 +$803 +61 New
AWM
118
Able Wealth Management
New Jersey
$150 +$145 +11 New
Fidelity Investments
119
Fidelity Investments
Massachusetts
$14 -$39.5K -3,002 -100%
ACM
120
Arlington Capital Management
Illinois
-$459K -35,387 Closed
CI
121
Ceera Investments
Texas
-$170K -13,080 Closed
FFA
122
Fortune Financial Advisors
Kansas
-$130K -10,024 Closed
LA
123
LexAurum Advisors
Kansas
-$130K -10,000 Closed
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
-$51.3K -3,957 Closed
PGAM
125
Princeton Global Asset Management
New Jersey
-$11K -850 Closed