FLC

Flaherty & Crumrine Total Return Fund
FLC

Overview Fund Trends Analyst Outlook Journalist POV

33 hedge funds and large institutions have $15.8M invested in Flaherty & Crumrine Total Return Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 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: →

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
33
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
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
+$235K
2
+$129K
3
+$104K
4
LPL Financial
LPL Financial
California
+$47.1K
5
CIA
Cascade Investment Advisors
Oregon
+$39.7K

Top Sellers

1
-$543K
2
-$266K
3
-$234K
4
WAM
Wolverine Asset Management
Illinois
-$225K
5
SPIA
Steward Partners Investment Advisory
New York
-$95K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$39.7K
27
$23.7K
28
$15K
29
$14.7K
30
$7.13K
31
$2.02K
32
$29
33
$15
34
–
35
–
36
–
37
–
1
2