FLC

Flaherty & Crumrine Total Return Fund

33 hedge funds and large institutions have $16.8M invested in Flaherty & Crumrine Total Return Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.7M -$1.18M -71,592 -13%
Invesco
2
Invesco
Georgia
$2.52M +$216K +13,096 +9%
LPL Financial
3
LPL Financial
California
$1.34M -$117K -7,118 -8%
UBS Group
4
UBS Group
Switzerland
$629K +$14K +851 +2%
RJA
5
Raymond James & Associates
Florida
$527K +$527K +31,958 New
GWM
6
Geneos Wealth Management
Colorado
$526K -$7K -420 -1%
Wells Fargo
7
Wells Fargo
California
$416K -$118K -7,167 -22%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$414K +$198K +11,990 +91%
SIA
9
Sit Investment Associates
Minnesota
$390K -$1.85K -112 -0.5%
WS
10
Wedbush Securities
California
$313K +$58.6K +3,550 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$291K +$3.33K +202 +1%
HighTower Advisors
12
HighTower Advisors
Illinois
$258K -$23.1K -1,378 -8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$232K
CIA
14
Capital Investment Advisors
Georgia
$217K
Truist Financial
15
Truist Financial
North Carolina
$182K
Morgan Stanley
16
Morgan Stanley
New York
$156K +$36.2K +2,197 +30%
Osaic Holdings
17
Osaic Holdings
Arizona
$142K +$142K +8,595 New
CAN
18
Claraphi Advisory Network
United States
$105K +$105K +6,346 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$75K -$87K -5,286 -54%
PFBT
20
Parkside Financial Bank & Trust
Missouri
$73K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$60K
AF
22
Advisornet Financial
Minnesota
$56K +$16.5K +1,000 +42%
WT
23
Whittier Trust
California
$50K
AIC
24
Ameritas Investment Company
Nebraska
$30K +$30K +1,790 New
SA
25
SRH Advisors
Kansas
$28K