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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

104 hedge funds and large institutions have $137M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $120M → $137M (+$17M)

7% more funds holding

Funds holding: 97104 (+7)

0.3% more ownership

Funds ownership: 12.88%13.18% (+0.3%)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
23
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.9M -$281K -12,676 -2%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M +$1.63M +73,410 +16%
Bank of America
3
Bank of America
North Carolina
$11.8M -$626K -28,208 -5%
CCM
4
Covington Capital Management
California
$9.16M
Ameriprise
5
Ameriprise
Minnesota
$7.78M +$875K +39,458 +14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.93M -$75.2K -3,392 -1%
LPL Financial
7
LPL Financial
California
$6.7M +$466K +21,012 +8%
Invesco
8
Invesco
Georgia
$6.44M -$6.83K -308 -0.1%
Wells Fargo
9
Wells Fargo
California
$4.81M -$346K -15,621 -7%
Cohen & Steers
10
Cohen & Steers
New York
$3.96M
CAN
11
Cetera Advisor Networks
California
$3.78M +$168K +7,559 +5%
CAG
12
Csenge Advisory Group
Florida
$3.32M -$57.3K -2,584 -2%
NL
13
NWAM LLC
Washington
$3.27M -$29.9K -1,350 -1%
ACM
14
Anfield Capital Management
California
$3.13M +$2.96M +133,695 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.87M -$886K -39,950 -25%
ECA
16
Elevated Capital Advisors
Utah
$2.54M -$113K -5,113 -4%
Truist Financial
17
Truist Financial
North Carolina
$2.26M +$103K +4,640 +5%
GG
18
Golden Green
South Carolina
$1.98M +$1.87M +84,456 New
UBS Group
19
UBS Group
Switzerland
$1.76M -$26.8K -1,208 -2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$1.6M +$2.79K +126 +0.2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.55M +$13.8K +622 +0.9%
TFF
22
The Family Firm
Maryland
$1.34M -$82.2K -3,706 -6%
SIS
23
Sound Income Strategies
Florida
$1.26M -$19.2K -864 -2%
Stifel Financial
24
Stifel Financial
Missouri
$988K -$32K -1,443 -3%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$926K -$41.2K -1,858 -4%