FLC

Flaherty & Crumrine Total Return Fund

36 hedge funds and large institutions have $28.2M invested in Flaherty & Crumrine Total Return Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
8
Closed
7
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 +$308K +13,523 +3%
SFS
2
Sowell Financial Services
Arkansas
$3.96M -$1.4M -61,628 -26%
Invesco
3
Invesco
Georgia
$2.12M -$4.49K -197 -0.2%
LPL Financial
4
LPL Financial
California
$2.11M +$55.6K +2,440 +3%
SPIA
5
Steward Partners Investment Advisory
New York
$1.62M -$79.7K -3,500 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$682K +$21.9K +962 +3%
GWM
7
Geneos Wealth Management
Colorado
$590K -$79.6K -3,493 -12%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$572K
UBS Group
9
UBS Group
Switzerland
$568K +$49.7K +2,179 +10%
Wells Fargo
10
Wells Fargo
California
$523K +$6.96K +305 +1%
WAM
11
Wolverine Asset Management
Illinois
$500K +$449K +19,687 +873%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$466K +$12.8K +561 +3%
CI
13
Ceera Investments
Texas
$428K
NL
14
NWAM LLC
Washington
$416K -$114K -5,000 -22%
CAN
15
Cetera Advisor Networks
California
$387K -$18.6K -816 -5%
WS
16
Wedbush Securities
California
$366K
HighTower Advisors
17
HighTower Advisors
Illinois
$268K -$39.6K -1,746 -13%
MAG
18
MRA Advisory Group
New Jersey
$247K +$9.67K +425 +4%
Morgan Stanley
19
Morgan Stanley
New York
$245K +$21.1K +928 +9%
AAS
20
Ameritas Advisory Services
Nebraska
$241K +$241K +10,576 New
CIA
21
Capital Investment Advisors
Georgia
$233K -$22.8K -1,000 -9%
AF
22
Advisornet Financial
Minnesota
$210K +$502 +22 +0.2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$187K +$184K +8,071 +5,381%
Osaic Holdings
24
Osaic Holdings
Arizona
$181K +$9.43K +413 +5%
SIA
25
Sit Investment Associates
Minnesota
$177K +$177K +7,785 New