Flaherty & Crumrine Total Return Fund
FLC
37 hedge funds and large institutions have $37.9M invested in Flaherty & Crumrine Total Return Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
16% more funds holding
Funds holding: 32 → 37 (+5)
15% more capital invested
Capital invested by funds: $33M → $37.9M (+$4.87M)
3.86% more ownership
Funds ownership: 15.35% → 19.22% (+3.9%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.12M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.41M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.32M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$686K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$667K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$633K |
| 2 |
VCWA
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
-$307K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$215K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$135K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$47.3K |
FLC Hedge Fund Activity: Q1 2018 in Review
37 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Total Return Fund (FLC) for Q1 2018, worth a combined $37.9M — up 15% from $33M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FLC positions and 5 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.12M. The largest seller was NWAM LLC, cutting an estimated $633K.
- 37 institutional investors held Flaherty & Crumrine Total Return Fund (FLC) as of Q1 2018, up from 32 in Q4 2017.
- Funds reported $37.9M of Flaherty & Crumrine Total Return Fund stock for Q1 2018, up 15% quarter-over-quarter.
- 10 funds opened new Flaherty & Crumrine Total Return Fund positions in Q1 2018 and 5 closed out, a net change of +5 holders.
- The largest Flaherty & Crumrine Total Return Fund buyer in Q1 2018 was Wolverine Asset Management, an estimated $2.12M added.
- The largest Flaherty & Crumrine Total Return Fund seller in Q1 2018 was NWAM LLC, an estimated $633K sold.
Based on aggregated 13F filings for Q1 2018.