FLC

Flaherty & Crumrine Total Return Fund

31 hedge funds and large institutions have $16M invested in Flaherty & Crumrine Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.15M +$343K +23,887 +9%
SFS
2
Sowell Financial Services
Arkansas
$3.03M -$5.02K -349 -0.2%
Invesco
3
Invesco
Georgia
$1.72M -$9.13K -635 -0.5%
LPL Financial
4
LPL Financial
California
$1.68M +$165K +11,485 +11%
Morgan Stanley
5
Morgan Stanley
New York
$1.06M +$91.7K +6,379 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.03M +$678K +47,150 +192%
WAM
7
Wolverine Asset Management
Illinois
$437K +$123K +8,552 +39%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$382K +$152K +10,608 +66%
UBS Group
9
UBS Group
Switzerland
$316K -$14.6K -1,013 -4%
Wells Fargo
10
Wells Fargo
California
$261K -$50.1K -3,485 -16%
HighTower Advisors
11
HighTower Advisors
Illinois
$214K
NA
12
NewEdge Advisors
Louisiana
$213K -$8.62K -600 -4%
AA
13
AQR Arbitrage
Connecticut
$212K +$212K +14,746 New
WS
14
Wedbush Securities
California
$203K
CI
15
Ceera Investments
Texas
$202K
NWA
16
Navis Wealth Advisors
New York
$184K +$1.16K +81 +0.6%
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$180K -$180K -12,560 -50%
Osaic Holdings
18
Osaic Holdings
Arizona
$170K
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$132K -$112K -7,773 -46%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$53K +$5.64K +392 +12%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$51.7K
WT
22
Whittier Trust
California
$43.1K
OP
23
ORG Partners
Indiana
$34.7K +$34.7K +2,405 New
GWM
24
Geneos Wealth Management
Colorado
$23.2K
SA
25
SRH Advisors
Kansas
$14.7K