FLC

Flaherty & Crumrine Total Return Fund

43 hedge funds and large institutions have $252M invested in Flaherty & Crumrine Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$210M
SIA
2
Sit Investment Associates
Minnesota
$9.35M +$5.17M +309,585 +124%
Bank of America
3
Bank of America
North Carolina
$5.2M -$115K -6,875 -2%
SFS
4
Sowell Financial Services
Arkansas
$3.48M +$195K +11,651 +6%
NWMP
5
Noble Wealth Management PBC
Colorado
$2.47M +$2.47M +147,767 New
Invesco
6
Invesco
Georgia
$2.4M +$91.4K +5,473 +4%
SAM
7
Smith Asset Management
Florida
$2.34M +$2.34M +140,242 New
LPL Financial
8
LPL Financial
California
$2.19M -$99K -5,929 -4%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$2M +$524K +31,369 +35%
AA
10
AQR Arbitrage
Connecticut
$1.72M -$461K -27,620 -21%
MC
11
Matisse Capital
Oregon
$1.59M
Morgan Stanley
12
Morgan Stanley
New York
$1.48M +$694K +41,585 +89%
IAA
13
Independent Advisor Alliance
North Carolina
$1.39M +$1.39M +83,202 New
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$885K -$61.6K -3,687 -7%
RCM
15
Rivernorth Capital Management
Florida
$840K +$840K +50,316 New
GC
16
Guggenheim Capital
Illinois
$545K +$220K +13,194 +68%
UBS Group
17
UBS Group
Switzerland
$407K -$244K -14,598 -37%
PFA
18
Pathway Financial Advisers
Indiana
$367K -$8.03K -481 -2%
SFG
19
Seamount Financial Group
Colorado
$347K -$31.5K -1,888 -8%
Raymond James Financial
20
Raymond James Financial
Florida
$333K +$333K +19,937 New
HighTower Advisors
21
HighTower Advisors
Illinois
$324K -$27K -1,618 -8%
MCFP
22
Mallini Complete Financial Planning
Florida
$302K +$302K +18,061 New
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$278K +$278K +16,634 New
Osaic Holdings
24
Osaic Holdings
Arizona
$268K +$143K +8,534 +114%
Wells Fargo
25
Wells Fargo
California
$266K -$1.64K -98 -0.6%