FLC

Flaherty & Crumrine Total Return Fund
FLC

Overview Fund Trends Analyst Outlook Journalist POV

28 hedge funds and large institutions have $33.5M invested in Flaherty & Crumrine Total Return Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

5% less capital invested

Capital invested by funds: $35.2M → $33.5M (-$1.67M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
28
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$577K
2
+$441K
3
+$141K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$53.6K
5
Creative Planning
Creative Planning
Kansas
+$49K

Top Sellers

1
-$1.98M
2
-$424K
3
-$197K
4
Invesco
Invesco
Georgia
-$88.5K
5
LPL Financial
LPL Financial
California
-$68K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$8K
27
$5K
28
$1K
29
–
1
2