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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

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: 84 → 79 (-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
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.89M
2
HF
HRT Financial
New York
+$573K
3
Raymond James Financial
Raymond James Financial
Florida
+$491K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$360K
5
Cohen & Steers
Cohen & Steers
New York
+$318K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.24M
2
SFS
Shaker Financial Services
Virginia
-$1.19M
3
Wells Fargo
Wells Fargo
California
-$893K
4
SA
Strategic Advocates
Utah
-$463K
5
AOWM
Asset One Wealth Management
Washington
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$801K +$22.6K +1,069 +3%
P
27
&Partners
Tennessee
$800K +$65.3K +3,081 +8%
SIC
28
Samalin Investment Counsel
New York
$752K -$114K -5,362 -13%
AC
29
AlphaCore Capital
California
$725K -$21.3K -1,007 -3%
CAL
30
Capital Analysts LLC
Pennsylvania
$686K -$4.38K -207 -0.6%
NA
31
NewEdge Advisors
Louisiana
$673K +$4.32K +204 +0.6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$627K -$149K -7,021 -18%
CIA
33
Concurrent Investment Advisors
Florida
$607K +$953 +45 +0.1%
HF
34
HRT Financial
New York
$542K +$573K +27,049 New
CIA
35
Capital Investment Advisors
Georgia
$516K +$191 +9 +0%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$459K +$29.3K +1,382 +6%
Stifel Financial
37
Stifel Financial
Missouri
$454K -$14.4K -678 -3%
MFG
38
Merit Financial Group
Georgia
$443K -$14.6K -690 -3%
PVM
39
Palogic Value Management
Texas
$411K – – –
Baird Financial Group
40
Baird Financial Group
Wisconsin
$388K -$3.03K -143 -0.7%
FFA
41
Farther Finance Advisors
California
$365K +$1.95K +92 +0.5%
MC
42
Mathes Company
New York
$361K – – –
CF
43
Centaurus Financial
California
$311K -$2.12K -100 -0.6%
Cerity Partners
44
Cerity Partners
New York
$287K – – –
CCG
45
Catalina Capital Group
California
$282K +$1.27K +60 +0.4%
WS
46
Wedbush Securities
California
$255K – – –
Bank of America
47
Bank of America
North Carolina
$247K +$699 +33 +0.3%
LFAS
48
Level Four Advisory Services
Texas
$231K – – –
WLPWM
49
Walled Lake Planning & Wealth Management
Illinois
$220K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$216K +$12.8K +604 +6%
1
2
3 4

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.