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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
MCM
101
MAI Capital Management
Ohio
$38K +$39K +2,447 New
CA
102
CoreCap Advisors
Michigan
$35.7K – – –
NSIM
103
North Star Investment Management
Illinois
$32.6K – – –
Bessemer Group
104
Bessemer Group
New Jersey
$25K +$287 +18 +1%
CCM
105
Chilton Capital Management
Texas
$24.1K – – –
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
AA
107
AlphaMark Advisors
Kentucky
$20K +$144 +9 +0.7%
HCM
108
Hollencrest Capital Management
California
$17.2K – – –
WTA
109
Washington Trust Advisors
Massachusetts
$15.1K +$15.5K +970 New
SWA
110
SOA Wealth Advisors
New York
$14K +$239 +15 +2%
EB
111
Eastern Bank
Massachusetts
$12.4K +$12.8K +800 New
SPIA
112
Steward Partners Investment Advisory
New York
$7.76K – – –
TFM
113
TFC Financial Management
Massachusetts
$7.66K +$128 +8 +2%
SS
114
Sunbelt Securities
Texas
$5.4K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$3.68K – – –
BWM
116
Bernard Wealth Management
Michigan
$3.32K +$3.41K +214 New
KHC
117
Koesten Hirschmann & Crabtree
Kansas
$2.89K – – –
Q1WB
118
Quest 10 Wealth Builders
Virginia
$1.52K +$1.56K +98 New
SWA
119
Strategies Wealth Advisors
Michigan
– -$973K -59,284 Closed
KAS
120
Kestra Advisory Services
Texas
– -$431K -26,256 Closed
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
– -$193K -11,773 Closed
Jane Street
122
Jane Street
New York
– -$173K -10,520 Closed
GJWM
123
Gilliland Jeter Wealth Management
Arkansas
– -$114K -6,963 Closed
TSMHT
124
Thurston Springer Miller Herd & Titak
Indiana
– -$64.7K -3,941 Closed
NS
125
NBC Securities
Alabama
– -$5K -315 Closed
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.