Flaherty & Crumrine Total Return Fund
FLC
37 hedge funds and large institutions have $31.3M invested in Flaherty & Crumrine Total Return Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
19% more funds holding
Funds holding: 31 → 37 (+6)
15% more capital invested
Capital invested by funds: $27.2M → $31.3M (+$4.12M)
0.27% more ownership
Funds ownership: 12.98% → 13.25% (+0.27%)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$550K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$239K |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$238K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$65.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$47.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$732K |
| 2 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$44.1K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$43.9K |
| 4 |
Morgan Stanley
New York
|
-$42.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$22.2K |
FLC Hedge Fund Activity: Q4 2020 in Review
37 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Total Return Fund (FLC) for Q4 2020, worth a combined $31.3M — up 15% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FLC positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $550K. The largest seller was Invesco, cutting an estimated $732K.
- 37 institutional investors held Flaherty & Crumrine Total Return Fund (FLC) as of Q4 2020, up from 31 in Q3 2020.
- Funds reported $31.3M of Flaherty & Crumrine Total Return Fund stock for Q4 2020, up 15% quarter-over-quarter.
- 7 funds opened new Flaherty & Crumrine Total Return Fund positions in Q4 2020 and 1 closed out, a net change of +6 holders.
- The largest Flaherty & Crumrine Total Return Fund buyer in Q4 2020 was Steward Partners Investment Advisory, an estimated $550K added.
- The largest Flaherty & Crumrine Total Return Fund seller in Q4 2020 was Invesco, an estimated $732K sold.
Based on aggregated 13F filings for Q4 2020.