Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flaherty & Crumrine Total Re (FLC)

49 + Investors. Track Smart Money conviction in FLC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — FLC

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FLC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
49 hedge funds hold FLC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

24 buying21 selling
Last quarter: 24 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new FLC position: 9 → 4 → 5 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 27% medium ■ 22% new
25 out of 49 hedge funds have held FLC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +4%, value -35%

Value
-34%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

7 → 9 → 4 → 5 → 11 new funds/Q
New funds entering each quarter: 9 → 4 → 5 → 11. A growing number of institutions are discovering FLC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 29% newcomers

■ 55% veterans ■ 16% 1-2yr ■ 29% new
Entry-cohort mix of 49 holders: 27 (55%) are 2+ year veterans, 8 entered 1–2 years ago, and 14 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
10 of 49 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FLC

In 2026 Q1, 24 hedge funds were net buyers of FLC (11 opened a new position, 13 added to an existing one), while 21 reduced or exited (17 trimmed, 4 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 32% of total institutional value in FLC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: FLC

How many hedge funds hold FLC — quarterly history vs. share price
Quarterly hedge fund ownership of FLC vs. share price

Market Analysis: FLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Flaherty & Crumrine Total Re (FLC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FLC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 88d ago
FLC
nan%
XLF
nan%

FLC outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
FLC
nan%
XLF
nan%

Since the filing became public, FLC outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: FLC
49 + Investors

Track Smart Money conviction in FLC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 42 16.67%
13F Shares 4M 3M 4.25%
Total Value $39M $59M -34.65%
New Positions 11 5 +6
Increased Positions 13 18 -5
Closed Positions 4 6 -2
Reduced Positions 17 11 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FLC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Noble Wealth Management PBC 1.82% 217,490 $3.6M
2 Smith Asset Management Co., LLC 1.80% 126,131 $2.1M
3 Closed-End Fund Advisors, Inc. 0.76% 45,067 $748K
4 Ceera Investments, LLC 0.25% 33,670 $559K
5 Mallini Complete Financial Planning LLC 0.24% 18,571 $308K
6 Seamount Financial Group Inc 0.16% 20,790 $345K
7 Sowell Financial Services LLC 0.13% 207,722 $3.4M
8 Hennion & Walsh Asset Management, Inc. 0.11% 199,205 $3.3M
9 Advisors Asset Management, Inc. 0.07% 237,348 $3.9M
10 IFG Advisory, LLC 0.05% 1,030 $17K
11 Koshinski Asset Management, Inc. 0.01% 12,560 $208K
12 Guggenheim Capital LLC 0.01% 96,006 $1.6M
13 Kovack Advisors, Inc. 0.01% 12,946 $217K
14 Independent Advisor Alliance 0.01% 44,242 $734K
15 Strategic Advocates LLC 0.01% 98 $2K
16 POM Investment Strategies, LLC 0.01% 319 $5K
17 Chung Wu Investment Group, LLC 0.01% 400 $7K
18 Pathstone Holdings, LLC 0.00% 72,097 $1.2M
19 Srh Advisors, LLC 0.00% 1,000 $17K
20 Fiera Capital Corp 0.00% 67,890 $1.1M
21 Blue Bell Private Wealth Management, LLC 0.00% 732 $12K
22 Baird Financial Group, Inc. 0.00% 40,976 $680K
23 Focus Partners Wealth 0.00% 43,105 $716K
24 Highline Wealth Partners LLC 0.00% 170 $3K
25 LPL Financial LLC 0.00% 156,513 $2.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Flaherty & Crumrine Total Re (FLC)

What does the Smart Money Trend signal show for FLC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FLC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FLC?

Slight buying edge — 53% buying: Last quarter: 24 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FLC holders?

Strong quality — 32% AUM from major funds: 10 of 49 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FLC?

51% of holders stayed for 2+ years: 25 out of 49 hedge funds have held FLC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Flaherty & Crumrine Total Re (FLC) following the 2026 Q1 hedge fund 13F filings?

As of today, FLC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FLC has gained nan% vs nan% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →