DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

74 hedge funds and large institutions have $102M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
31
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$22.2M 1,083,013 +92,266 +9%
Cohen & Steers
2
Cohen & Steers
New York
$9.47M 461,489 +5,000 +1%
GC
3
Guggenheim Capital
Illinois
$7.09M 345,568 +33,652 +11%
Invesco
4
Invesco
Georgia
$6.37M 310,380 +9,360 +3%
LPL Financial
5
LPL Financial
California
$5.49M 267,453 -14,595 -5%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$4.52M 219,996 -6,555 -3%
Wells Fargo
7
Wells Fargo
California
$3.86M 188,111 -40,396 -18%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$3.31M 161,099 -20,019 -11%
Morgan Stanley
9
Morgan Stanley
New York
$3.28M 159,907 +3,114 +2%
Ameriprise
10
Ameriprise
Minnesota
$3.18M 154,856 -22,526 -13%
SFS
11
Shaker Financial Services
Virginia
$2.69M 130,860 +56,988 +77%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$2.03M 98,723 +39,334 +66%
WA
13
Whipplewood Advisors
Colorado
$1.93M 93,985 +90,735 +2,792%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.84M 89,517 +3,272 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.41M 68,780 +1,086 +2%
RWM
16
Revisor Wealth Management
Ohio
$1.38M 66,129 -557 -0.8%
1W
17
1776 Wealth
Georgia
$1.24M 60,199 -948 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.19M 58,032 -28 -0%
SIA
19
Sit Investment Associates
Minnesota
$1.12M 54,393 +16,252 +43%
SFG
20
Seamount Financial Group
Colorado
$979K 47,703 -3,360 -7%
SIC
21
Samalin Investment Counsel
New York
$925K 45,071 +1,592 +4%
SA
22
Strategic Advocates
Utah
$902K 43,960 +3,394 +8%
Osaic Holdings
23
Osaic Holdings
Arizona
$876K 43,925 -256 -0.6%
AC
24
AlphaCore Capital
California
$811K 39,483 +4,832 +14%
PAG
25
Private Advisor Group
New Jersey
$754K 36,712 -526 -1%