FLC

Flaherty & Crumrine Total Return Fund
FLC

Overview Fund Activity

43 hedge funds and large institutions have $252M invested in Flaherty & Crumrine Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.17M
2
IAA
Independent Advisor Alliance
North Carolina
+$1.39M
3
RCM
Rivernorth Capital Management
Florida
+$840K
4
Morgan Stanley
Morgan Stanley
New York
+$694K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$524K

Top Sellers

1
AA
AQR Arbitrage
Connecticut
-$461K
2
UBS Group
UBS Group
Switzerland
-$244K
3
Bank of America
Bank of America
North Carolina
-$115K
4
LPL Financial
LPL Financial
California
-$99K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$61.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$258K +$17.7K +1,063 +7%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$205K -$417 -25 -0.2%
NA
28
NewEdge Advisors
Louisiana
$181K -$14.9K -890 -8%
CIA
29
Capital Investment Advisors
Georgia
$178K -$9.27K -555 -5%
MAG
30
MRA Advisory Group
New Jersey
$173K +$2.04K +122 +1%
CCG
31
Catalina Capital Group
California
$170K -$1.67K -100 -1%
WS
32
Wedbush Securities
California
$167K +$167K +10,000 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$58K -$8.46K -509 -13%
MIA
34
MeadowBrook Investment Advisors
Michigan
$45.4K +$18.4K +1,100 +68%
GWM
35
Geneos Wealth Management
Colorado
$22.4K +$5.48K +328 +32%
SA
36
SRH Advisors
Kansas
$16.7K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$11.7K – – –
SIS
38
Sound Income Strategies
Florida
$8.41K +$8.41K +504 New
LC
39
Luminist Capital
Michigan
$7.11K +$7.11K +426 New
Bessemer Group
40
Bessemer Group
New Jersey
$6K +$17 +1 +0.3%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$4.86K -$11.8K -709 -71%
TIM
42
Tortoise Investment Management
New York
$2.8K +$67 +4 +2%
SS
43
Sunbelt Securities
Texas
$2.31K – – –
GJWM
44
Gilliland Jeter Wealth Management
Arkansas
– -$49.7K -2,875 Closed
1
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