FLC

Flaherty & Crumrine Total Return Fund

30 hedge funds and large institutions have $19.2M invested in Flaherty & Crumrine Total Return Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
10
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
$6.74M -$911K -50,794 -12%
SFS
2
Sowell Financial Services
Arkansas
$4.17M +$4.17M +232,477 New
LPL Financial
3
LPL Financial
California
$1.75M +$34.4K +1,918 +2%
Invesco
4
Invesco
Georgia
$1.5M -$256K -14,276 -15%
UBS Group
5
UBS Group
Switzerland
$510K -$49.6K -2,768 -9%
SPIA
6
Steward Partners Investment Advisory
New York
$474K -$328K -18,290 -41%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$450K
GWM
8
Geneos Wealth Management
Colorado
$398K -$15.6K -875 -4%
Wells Fargo
9
Wells Fargo
California
$380K -$3.08K -172 -0.8%
CI
10
Ceera Investments
Texas
$330K -$6.46K -360 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$286K +$286K +15,928 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$281K -$255K -14,235 -48%
WS
13
Wedbush Securities
California
$269K +$43.9K +2,450 +20%
CAN
14
Cetera Advisor Networks
California
$257K -$11K -615 -4%
Morgan Stanley
15
Morgan Stanley
New York
$248K +$987 +55 +0.4%
CIA
16
Capital Investment Advisors
Georgia
$232K +$232K +12,920 New
NA
17
NewEdge Advisors
Louisiana
$205K +$205K +11,479 New
AAS
18
Ameritas Advisory Services
Nebraska
$196K +$4.69K +262 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$182K +$89 +5 +0%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$81K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$64K
WT
22
Whittier Trust
California
$54K
CIA
23
Cascade Investment Advisors
Oregon
$48.4K
CI
24
CX Institutional
Indiana
$39K +$39K +2,151 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$19K -$59.7K -3,376 -76%