FLC

Flaherty & Crumrine Total Return Fund
FLC

Overview Fund Activity

33 hedge funds and large institutions have $18.1M invested in Flaherty & Crumrine Total Return Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.14M
2
WAM
Wolverine Asset Management
Illinois
$587K
3
Invesco
Invesco
Georgia
$1.99M
4
RVPG
Relative Value Partners Group
$266K
5
MCC
Money Concepts Capital
Florida
$234K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.76M
2
SFS
Sowell Financial Services
Arkansas
$3.43M
3
LSC
Logan Stone Capital
Illinois
$0
4
SPIA
Steward Partners Investment Advisory
New York
$175K
5
CI
Ceera Investments
Texas
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$37K +$19K +1,217 +106%
GWM
27
Geneos Wealth Management
Colorado
$25.5K -$24.9K -1,574 -49%
SA
28
SRH Advisors
Kansas
$16K – – –
LWA
29
Lowe Wealth Advisors
Maryland
$15.8K – – –
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$12K +$12K +755 New
CA
31
CoreCap Advisors
Michigan
$7.85K +$7.85K +497 New
PP
32
PrairieView Partners
Minnesota
$3K +$3K +200 New
HCM
33
Hollencrest Capital Management
California
$32 +$32 +2 New
LSC
34
Logan Stone Capital
Illinois
– -$215K -13,744 Closed
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
– -$35K -2,260 Closed
1
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