FLC

Flaherty & Crumrine Total Return Fund

31 hedge funds and large institutions have $27.2M invested in Flaherty & Crumrine Total Return Fund in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.4M +$107K +5,001 +1%
NL
2
NWAM LLC
Washington
$6.14M -$51.4K -2,400 -0.8%
Invesco
3
Invesco
Georgia
$2.2M -$495K -23,114 -18%
LPL Financial
4
LPL Financial
California
$1.74M
UBS Group
5
UBS Group
Switzerland
$765K -$31.9K -1,489 -4%
PAG
6
Private Advisor Group
New Jersey
$739K +$212K +9,907 +40%
GWM
7
Geneos Wealth Management
Colorado
$678K
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$528K
SIA
9
Sit Investment Associates
Minnesota
$506K
Wells Fargo
10
Wells Fargo
California
$486K +$21.4K +1,001 +5%
SPIA
11
Steward Partners Investment Advisory
New York
$484K +$484K +22,600 New
WS
12
Wedbush Securities
California
$351K -$54.6K -2,550 -13%
HighTower Advisors
13
HighTower Advisors
Illinois
$320K -$10.1K -464 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$288K
CIA
15
Capital Investment Advisors
Georgia
$281K
CAN
16
Claraphi Advisory Network
United States
$240K +$3.85K +180 +2%
Truist Financial
17
Truist Financial
North Carolina
$236K
Morgan Stanley
18
Morgan Stanley
New York
$198K +$54.8K +2,564 +38%
Osaic Holdings
19
Osaic Holdings
Arizona
$179K +$3.09K +145 +2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$78K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$75K
AF
22
Advisornet Financial
Minnesota
$73K
WT
23
Whittier Trust
California
$64K
CIA
24
Cascade Investment Advisors
Oregon
$57.8K
SA
25
SRH Advisors
Kansas
$36K