Flaherty & Crumrine Total Return Fund
FLC
37 hedge funds and large institutions have $32.6M invested in Flaherty & Crumrine Total Return Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.
4% more capital invested
Capital invested by funds: $31.3M → $32.6M (+$1.23M)
0.04% more ownership
Funds ownership: 13.25% → 13.3% (+0.04%)
0% more funds holding
Funds holding: 37 → 37 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$5.33M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$372K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$267K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$87.8K |
| 5 |
LPL Financial
San Diego,
California
|
+$63.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$4.15M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.22M |
| 3 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$280K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$259K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$250K |
FLC Hedge Fund Activity: Q1 2021 in Review
37 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Total Return Fund (FLC) for Q1 2021, worth a combined $32.6M — up 3.9% from $31.3M a quarter earlier.
Fund positioning in FLC was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 12 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $5.33M. The largest seller was NWAM LLC, cutting an estimated $4.15M.
- 37 institutional investors held Flaherty & Crumrine Total Return Fund (FLC) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $32.6M of Flaherty & Crumrine Total Return Fund stock for Q1 2021, up 3.9% quarter-over-quarter.
- 5 funds opened new Flaherty & Crumrine Total Return Fund positions in Q1 2021 and 5 closed out, a net change of 0 holders.
- The largest Flaherty & Crumrine Total Return Fund buyer in Q1 2021 was Sowell Financial Services, an estimated $5.33M added.
- The largest Flaherty & Crumrine Total Return Fund seller in Q1 2021 was NWAM LLC, an estimated $4.15M sold.
Based on aggregated 13F filings for Q1 2021.