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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

106 hedge funds and large institutions have $138M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

2% more funds holding

Funds holding: 104106 (+2)

1% more capital invested

Capital invested by funds: $137M → $138M (+$1.72M)

0.08% more ownership

Funds ownership: 13.18%13.26% (+0.08%)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
29
Closed
11
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
$15.7M +$700K +31,073 +5%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M +$1.71M +75,775 +14%
Bank of America
3
Bank of America
North Carolina
$10.9M -$894K -39,689 -8%
CCM
4
Covington Capital Management
California
$8.7M -$442K -19,611 -5%
Ameriprise
5
Ameriprise
Minnesota
$8.25M +$524K +23,258 +7%
Invesco
6
Invesco
Georgia
$6.75M +$300K +13,305 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.65M -$268K -11,887 -4%
LPL Financial
8
LPL Financial
California
$6.01M -$656K -29,109 -10%
Wells Fargo
9
Wells Fargo
California
$4.41M -$380K -16,871 -8%
CAN
10
Cetera Advisor Networks
California
$3.91M +$121K +5,361 +3%
Cohen & Steers
11
Cohen & Steers
New York
$3.45M -$491K -21,786 -13%
CAG
12
Csenge Advisory Group
Florida
$3.21M -$95.1K -4,222 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.17M +$288K +12,798 +10%
ACM
14
Anfield Capital Management
California
$2.89M -$236K -10,500 -8%
SFS
15
Sowell Financial Services
Arkansas
$2.46M +$2.17M +96,160 +963%
ECA
16
Elevated Capital Advisors
Utah
$2.39M -$171K -7,606 -7%
Truist Financial
17
Truist Financial
North Carolina
$2.32M +$63.6K +2,825 +3%
UBS Group
18
UBS Group
Switzerland
$1.8M +$43.6K +1,936 +3%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.6M +$2.77K +123 +0.2%
TFF
20
The Family Firm
Maryland
$1.43M +$6.67K +296 +0.5%
NL
21
NWAM LLC
Washington
$1.35M -$1.84M -81,677 -59%
GG
22
Golden Green
South Carolina
$1.26M -$689K -30,577 -36%
SWM
23
Spire Wealth Management
Virginia
$1.26M +$1.21M +53,610 New
TIA
24
Tiemann Investment Advisors
California
$1.24M +$358K +15,904 +43%
Stifel Financial
25
Stifel Financial
Missouri
$1.11M +$117K +5,209 +12%