FLC

Flaherty & Crumrine Total Return Fund
FLC

Overview Fund Activity

30 hedge funds and large institutions have $25.5M invested in Flaherty & Crumrine Total Return Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$489K
2
Bank of America
Bank of America
North Carolina
+$304K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$139K
4
CAN
Claraphi Advisory Network
United States
+$93.1K
5
CIA
Cascade Investment Advisors
Oregon
+$53.5K

Top Sellers

1
Invesco
Invesco
Georgia
-$540K
2
RJA
Raymond James & Associates
Florida
-$527K
3
PFBT
Parkside Financial Bank & Trust
Missouri
-$73K
4
Wells Fargo
Wells Fargo
California
-$69.6K
5
Morgan Stanley
Morgan Stanley
New York
-$54.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$16.1K – – –
Citigroup
27
Citigroup
New York
$16K +$294 +15 +2%
OPS
28
Orion Portfolio Solutions
Nebraska
$14K – – –
WC
29
Westwind Capital
New Mexico
$9K – – –
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$8K – – –
RJA
31
Raymond James & Associates
Florida
– -$527K -31,958 Closed
PFBT
32
Parkside Financial Bank & Trust
Missouri
– -$73K -4,416 Closed
AIC
33
Ameritas Investment Company
Nebraska
– -$30K -1,790 Closed
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
– -$22K -1,357 Closed
SPIA
35
Steward Partners Investment Advisory
New York
– -$17K -1,038 Closed
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