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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

79 hedge funds and large institutions have $108M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

0.32% less ownership

Funds ownership: 26.58%26.26% (-0.32%)

4% less capital invested

Capital invested by funds: $113M → $108M (-$4.72M)

6% less funds holding

Funds holding: 8479 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
30
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$24.9M +$491K +23,166 +2%
SIA
2
Sit Investment Associates
Minnesota
$11.7M +$2.89M +136,241 +31%
Cohen & Steers
3
Cohen & Steers
New York
$9.56M +$318K +15,000 +3%
Invesco
4
Invesco
Georgia
$6.06M -$153K -7,219 -2%
GC
5
Guggenheim Capital
Illinois
$4.87M -$1.24M -58,450 -19%
Wells Fargo
6
Wells Fargo
California
$4.76M -$893K -42,153 -15%
LPL Financial
7
LPL Financial
California
$3.79M -$155K -7,294 -4%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$3.52M +$360K +17,018 +11%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$2.87M -$121K -5,693 -4%
Morgan Stanley
10
Morgan Stanley
New York
$2.38M -$224K -10,569 -8%
1CP
11
1607 Capital Partners
Virginia
$2.16M +$12.7K +600 +0.6%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.95M -$96.7K -4,567 -4%
SAM
13
Smith Asset Management
Florida
$1.91M -$38.5K -1,817 -2%
WA
14
Whipplewood Advisors
Colorado
$1.9M -$1.4K -66 -0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.82M -$70.9K -3,347 -4%
Ameriprise
16
Ameriprise
Minnesota
$1.79M +$35.8K +1,691 +2%
RWM
17
Revisor Wealth Management
Ohio
$1.22M -$22.3K -1,055 -2%
1W
18
1776 Wealth
Georgia
$1.04M -$1.99K -94 -0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.02M +$52.5K +2,479 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$954K -$16.5K -780 -2%
SFG
21
Seamount Financial Group
Colorado
$903K -$44.2K -2,088 -4%
CEFA
22
Closed-End Fund Advisors
Virginia
$883K -$21.5K -1,013 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$855K +$41.2K +1,945 +5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$847K +$143K +6,757 +19%
PS
25
Principal Securities
Iowa
$827K +$41.2K +1,944 +5%

DFP Hedge Fund Activity: Q1 2026 in Review

79 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2026, worth a combined $108M — down 4.2% from $113M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DFP and 4 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.89M. The largest seller was Guggenheim Capital, cutting an estimated $1.24M.

  • 79 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2026, down from 84 in Q4 2025.
  • Funds reported $108M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2026, down 4.2% quarter-over-quarter.
  • 4 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2026 and 8 closed out, a net change of -4 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2026 was Sit Investment Associates, an estimated $2.89M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2026 was Guggenheim Capital, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2026.