DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

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
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$22.2M
2
WA
2
Whipplewood Advisors
Colorado
$1.93M
3
SFS
3
Shaker Financial Services
Virginia
$2.69M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.03M
5
GC
5
Guggenheim Capital
Illinois
$7.09M

Top Sellers

1
MP
1
Mangrove Partners
Connecticut
$0
2
Wells Fargo
2
Wells Fargo
California
$3.86M
3
Ameriprise
3
Ameriprise
Minnesota
$3.18M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$3.31M
5
RCM
5
Robinson Capital Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PS
26
Principal Securities
Iowa
$746K 36,350 +1,872 +5%
NA
27
NewEdge Advisors
Louisiana
$735K 35,820 +1,048 +3%
CAL
28
Capital Analysts LLC
Pennsylvania
$661K 32,213 -1,375 -4%
P
29
&Partners
Tennessee
$622K 30,279 +30,279 New
WAM
30
Wolverine Asset Management
Illinois
$597K 29,097 +23,939 +464%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$591K 28,809 +2,349 +9%
CIA
32
Concurrent Investment Advisors
Florida
$556K 27,062 +544 +2%
CSP
33
Cary Street Partners
Virginia
$512K 24,951 -700 -3%
RAM
34
Readystate Asset Management
Illinois
$488K 23,784 +5,858 +33%
MFG
35
Merit Financial Group
Georgia
$480K 23,377 +1,259 +6%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$477K 23,233 -723 -3%
HighTower Advisors
37
HighTower Advisors
Illinois
$460K 22,428 +1,847 +9%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$455K 22,151 +1,398 +7%
PVM
39
Palogic Value Management
Texas
$421K 20,500 – –
Baird Financial Group
40
Baird Financial Group
Wisconsin
$400K 19,489 +5,630 +41%
Bank of America
41
Bank of America
North Carolina
$364K 17,748 -807 -4%
Walleye Capital
42
Walleye Capital
New York
$359K 17,503 -2,633 -13%
CF
43
Centaurus Financial
California
$338K 16,483 -3,419 -17%
MC
44
Mathes Company
New York
$318K 15,500 – –
Cerity Partners
45
Cerity Partners
New York
$294K 14,300 -2,249 -14%
CCG
46
Catalina Capital Group
California
$286K 13,946 +13,946 New
VF
47
Virtu Financial
New York
$250K 12,168 +12,168 New
WLPWM
48
Walled Lake Planning & Wealth Management
Illinois
$225K 10,950 – –
JWCA
49
J.W. Cole Advisors
Florida
$225K 10,936 +10,936 New
WS
50
Wedbush Securities
California
$218K 10,600 -3,000 -22%
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