DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

51 hedge funds and large institutions have $65M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NFG
26
Next Financial Group
Texas
$436K 17,425 +15,750 +940%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$421K 16,800 -3,400 -17%
RJT
28
Raymond James Trust
Florida
$412K 16,428
BW
29
Bison Wealth
Georgia
$411K 16,417 +2 +0%
AG
30
Advisor Group
Arizona
$374K 14,930 +11,105 +290%
AF
31
Advisornet Financial
Minnesota
$367K 14,645
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$276K 11,043 +589 +6%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$254K 10,150
GSWM
34
Golden State Wealth Management
California
$249K 9,974 +90 +0.9%
BBA
35
BLB&B Advisors
Pennsylvania
$208K 8,293 +8,293 New
Bank of America
36
Bank of America
North Carolina
$162K 6,477 -1,681 -21%
Citigroup
37
Citigroup
New York
$157K 6,254 +4,225 +208%
SMFS
38
Squar Milner Financial Services
California
$130K 5,200
GWM
39
Geneos Wealth Management
Colorado
$61K 2,445
FMP
40
Financial Management Professionals
Texas
$54K 2,150
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$47K 1,881 +19 +1%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$45K 1,545
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$37K 1,500
AIM
44
Advantage Investment Management
Iowa
$36K 1,450 -150 -9%
SPIA
45
Steward Partners Investment Advisory
New York
$32K 1,300 +1,300 New
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$20K 815 +14 +2%
M
47
MOTCO
Texas
$18K 732 +732 New
LWS
48
Lucia Wealth Services
California
$16K 644 -173,964 -100%
BC
49
Barnett & Company
Tennessee
CFB
50
Cullen/Frost Bankers
Texas
$15K 605 -4,685 -89%