FLC

Flaherty & Crumrine Total Return Fund
FLC

Overview Fund Trends Analyst Outlook Journalist POV

31 hedge funds and large institutions have $16M invested in Flaherty & Crumrine Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

less funds holding

Funds holding: →

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
31
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
+$678K
2
+$343K
3
+$212K
4
LPL Financial
LPL Financial
California
+$165K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$152K

Top Sellers

1
-$180K
2
-$174K
3
-$112K
4
AAS
Ameritas Advisory Services
Nebraska
-$103K
5
SPIA
Steward Partners Investment Advisory
New York
-$67.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$7.12K
27
$2.85K
28
$2.61K
29
$2.17K
30
$2.01K
31
$29
32
–
33
–
34
–
35
–
36
–
37
–
1
2