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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

95 hedge funds and large institutions have $96M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

14% more capital invested

Capital invested by funds: $84.1M → $96M (+$11.8M)

1.21% more ownership

Funds ownership: 13.54%14.75% (+1.2%)

6% less funds holding

Funds holding: 10195 (-6)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
36
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.23M -$77.3K -5,637 -0.8%
Bank of America
2
Bank of America
North Carolina
$7.58M +$261K +19,027 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.08M -$197K -14,374 -3%
MP
4
Mangrove Partners
Connecticut
$6.99M +$6.98M +509,000 New
Invesco
5
Invesco
Georgia
$6.58M +$578K +42,109 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.37M -$267K -19,451 -6%
Cohen & Steers
7
Cohen & Steers
New York
$4.1M +$437K +31,885 +12%
Ameriprise
8
Ameriprise
Minnesota
$3.55M -$474K -34,579 -12%
LPL Financial
9
LPL Financial
California
$3.15M +$384K +28,007 +14%
CAG
10
Csenge Advisory Group
Florida
$3.03M +$264K +19,257 +10%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.29M +$261K +19,012 +13%
Cerity Partners
12
Cerity Partners
New York
$2M -$728K -53,071 -27%
TFF
13
The Family Firm
Maryland
$1.94M +$28.9K +2,107 +2%
CAN
14
Cetera Advisor Networks
California
$1.77M +$202K +14,709 +13%
CPRC
15
Consolidated Portfolio Review Corp
New York
$1.76M +$379K +27,618 +27%
ECA
16
Elevated Capital Advisors
Utah
$1.75M -$541K -39,460 -24%
UBS Group
17
UBS Group
Switzerland
$1.67M +$574K +41,865 +53%
CW
18
Connectus Wealth
Ohio
$1.64M +$1.64M +119,185 New
FFWM
19
Future Financial Wealth Management
Ohio
$1.61M +$209K +15,265 +15%
SFS
20
Sowell Financial Services
Arkansas
$1.6M +$2.06K +150 +0.1%
Wells Fargo
21
Wells Fargo
California
$1.55M -$138K -10,074 -8%
PCM
22
Penserra Capital Management
California
$1.52M +$95K +6,923 +7%
WWM
23
Western Wealth Management
Colorado
$1.42M +$32.1K +2,343 +2%
Truist Financial
24
Truist Financial
North Carolina
$1.27M -$285K -20,800 -18%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1M +$103K +7,526 +11%