FLC

Flaherty & Crumrine Total Return Fund

32 hedge funds and large institutions have $33M invested in Flaherty & Crumrine Total Return Fund in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$13.4M +$638K +29,515 +5%
NL
2
NWAM LLC
Washington
$6.49M -$128K -5,937 -2%
Invesco
3
Invesco
Georgia
$4.37M +$1.69M +78,042 +63%
LPL Financial
4
LPL Financial
California
$2.04M +$79.7K +3,687 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.29M +$12.9K +596 +1%
UBS Group
6
UBS Group
Switzerland
$875K +$114K +5,301 +15%
GWM
7
Geneos Wealth Management
Colorado
$781K +$38K +1,760 +5%
Wells Fargo
8
Wells Fargo
California
$741K -$53.1K -2,460 -7%
Morgan Stanley
9
Morgan Stanley
New York
$384K +$131K +6,055 +52%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$363K +$89.5K +4,145 +33%
GC
11
Guggenheim Capital
Illinois
$340K +$340K +15,734 New
VCWA
12
Vanguard Capital Wealth Advisors
Colorado
$307K +$307K +14,200 New
CIA
13
Capital Investment Advisors
Georgia
$302K
Cohen & Steers
14
Cohen & Steers
New York
$249K -$268K -12,376 -52%
SIA
15
Sit Investment Associates
Minnesota
$216K -$2.16K -100 -1%
RJA
16
Raymond James & Associates
Florida
$215K -$32.4K -1,500 -13%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$121K +$47.3K +2,180 +64%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$83K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$78K +$34.7K +1,600 +80%
WT
20
Whittier Trust
California
$65K
AG
21
Advisor Group
Arizona
$47K +$47K +2,201 New
MGIA
22
Moneta Group Investment Advisors
Missouri
$44K +$44K +2,047 New
SA
23
SRH Advisors
Kansas
$43K
WC
24
Westwind Capital
New Mexico
$39K +$39K +1,817 New
SWP
25
Stratos Wealth Partners
Ohio
$37K +$37K +1,700 New