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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

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: 110118 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.6M +$9.03M +566,083 +185%
Invesco
2
Invesco
Georgia
$11M +$1.13M +71,030 +11%
Morgan Stanley
3
Morgan Stanley
New York
$10.2M -$4.84M -303,344 -32%
Cohen & Steers
4
Cohen & Steers
New York
$8.89M +$1.18M +74,000 +15%
Bank of America
5
Bank of America
North Carolina
$6.39M -$593K -37,150 -8%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$5.72M +$2.22M +139,098 +61%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.61M +$1.94M +121,445 +51%
AA
8
AQR Arbitrage
Connecticut
$5.3M -$2.28M -143,149 -30%
LPL Financial
9
LPL Financial
California
$5.02M +$70.4K +4,414 +1%
1CP
10
1607 Capital Partners
Virginia
$4.82M +$3.66M +229,284 +283%
Ameriprise
11
Ameriprise
Minnesota
$4.28M -$56.7K -3,552 -1%
SIA
12
Sit Investment Associates
Minnesota
$4.26M +$4.38M +274,282 New
MP
13
Mangrove Partners
Connecticut
$4.07M -$3.83M -239,905 -48%
CAG
14
Csenge Advisory Group
Florida
$3.82M -$29.8K -1,871 -0.8%
Raymond James Financial
15
Raymond James Financial
Florida
$3.12M +$3.2M +200,587 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.95M -$641K -40,167 -17%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$2.86M +$1.02M +63,860 +53%
Stifel Financial
18
Stifel Financial
Missouri
$2.52M +$408K +25,599 +19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.43M -$50.2K -3,147 -2%
GP
20
Gridiron Partners
Pennsylvania
$2.3M
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.18M +$421K +26,417 +23%
ECA
22
Elevated Capital Advisors
Utah
$2.08M -$30.1K -1,890 -1%
SFS
23
Sowell Financial Services
Arkansas
$1.99M +$83.2K +5,213 +4%
TFF
24
The Family Firm
Maryland
$1.93M -$41.4K -2,594 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.85M -$80K -5,018 -4%