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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

101 hedge funds and large institutions have $84.1M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 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

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

1% more funds holding

Funds holding: 100101 (+1)

0.24% more ownership

Funds ownership: 13.3%13.54% (+0.24%)

11% less capital invested

Capital invested by funds: $94.4M → $84.1M (-$10.3M)

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
36
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.38M +$685K +43,161 +7%
Bank of America
2
Bank of America
North Carolina
$7.37M +$965K +60,793 +13%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.33M +$132K +8,292 +2%
Invesco
4
Invesco
Georgia
$6.05M -$1.16M -72,883 -14%
Ameriprise
5
Ameriprise
Minnesota
$4.05M +$2.21M +139,093 +91%
Cohen & Steers
6
Cohen & Steers
New York
$3.69M -$394K -24,829 -9%
LPL Financial
7
LPL Financial
California
$2.78M +$61.3K +3,863 +2%
CAG
8
Csenge Advisory Group
Florida
$2.78M +$91.1K +5,739 +3%
Cerity Partners
9
Cerity Partners
New York
$2.75M -$2.39M -150,568 -43%
GG
10
Golden Green
South Carolina
$2.47M +$951K +59,869 +50%
ECA
11
Elevated Capital Advisors
Utah
$2.31M +$308K +19,393 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.05M -$22.2K -1,401 -0.9%
TFF
13
The Family Firm
Maryland
$1.92M +$213K +13,424 +11%
Wells Fargo
14
Wells Fargo
California
$1.7M +$59.9K +3,771 +3%
SFS
15
Sowell Financial Services
Arkansas
$1.61M -$4.61K -290 -0.2%
CAN
16
Cetera Advisor Networks
California
$1.58M +$342K +21,560 +23%
Truist Financial
17
Truist Financial
North Carolina
$1.57M +$265K +16,692 +17%
FFWM
18
Future Financial Wealth Management
Ohio
$1.44M +$1.33M +83,986 +470%
PCM
19
Penserra Capital Management
California
$1.44M -$989K -62,289 -37%
WWM
20
Western Wealth Management
Colorado
$1.4M +$390K +24,539 +32%
CPRC
21
Consolidated Portfolio Review Corp
New York
$1.39M +$1.6M +100,788 New
UBS Group
22
UBS Group
Switzerland
$1.1M +$184K +11,565 +17%
CCC
23
Chelsea Counsel Company
California
$930K
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$907K -$5.57K -351 -0.5%
MCIA
25
Mountain Capital Investment Advisors
Colorado
$880K +$153K +9,664 +19%