Flaherty & Crumrine Total Return Fund
FLC
41 hedge funds and large institutions have $25.3M invested in Flaherty & Crumrine Total Return Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
14% more funds holding
Funds holding: 36 → 41 (+5)
11% more capital invested
Capital invested by funds: $22.9M → $25.3M (+$2.43M)
0.56% more ownership
Funds ownership: 15.12% → 15.68% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$691K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$544K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$445K |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$282K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$1.33M |
| 2 |
Morgan Stanley
New York
|
-$398K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$216K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$189K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$186K |
FLC Hedge Fund Activity: Q1 2024 in Review
41 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Total Return Fund (FLC) for Q1 2024, worth a combined $25.3M — up 11% from $22.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FLC positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $691K. The largest seller was Saba Capital Management, cutting an estimated $1.33M.
- 41 institutional investors held Flaherty & Crumrine Total Return Fund (FLC) as of Q1 2024, up from 36 in Q4 2023.
- Funds reported $25.3M of Flaherty & Crumrine Total Return Fund stock for Q1 2024, up 11% quarter-over-quarter.
- 9 funds opened new Flaherty & Crumrine Total Return Fund positions in Q1 2024 and 3 closed out, a net change of +6 holders.
- The largest Flaherty & Crumrine Total Return Fund buyer in Q1 2024 was Sit Investment Associates, an estimated $691K added.
- The largest Flaherty & Crumrine Total Return Fund seller in Q1 2024 was Saba Capital Management, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2024.