DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

55 hedge funds and large institutions have $60.4M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
26
Advisornet Financial
Minnesota
$373K 15,345 -4,150 -21%
RJT
27
Raymond James Trust
Florida
$370K 15,214 +389 +3%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$339K 13,934 +3,049 +28%
Stifel Financial
29
Stifel Financial
Missouri
$310K 12,724 +12,724 New
CSPIA
30
Cary Street Partners Investment Advisory
Virginia
$303K 12,460
BW
31
Bison Wealth
Georgia
$276K 11,356 +401 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$263K 10,813 +813 +8%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$247K 10,150 -210 -2%
Bank of America
34
Bank of America
North Carolina
$247K 10,139 +4,994 +97%
BCP
35
Berkeley Capital Partners
Georgia
$243K 10,000 +10,000 New
UBS Group
36
UBS Group
Switzerland
$239K 9,825 -4,525 -32%
GSWM
37
Golden State Wealth Management
California
$204K 8,379 +80 +1%
SPIA
38
Steward Partners Investment Advisory
New York
$143K 5,860 +2,514 +75%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$77K 3,171 +57 +2%
GWM
40
Geneos Wealth Management
Colorado
$63K 2,610
HNB
41
Huntington National Bank
Ohio
CAN
42
Cetera Advisor Networks
California
$46K 1,900 +1,900 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$45K 1,545
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$37K 1,516 +6 +0.4%
IRC
45
Investors Research Corp
Georgia
$29K 1,200
Citigroup
46
Citigroup
New York
$24K 1,000
BC
47
Barnett & Company
Tennessee
$16K 640
WB
48
Webster Bank
Connecticut
$12K 500 +500 New
ANBT
49
American National Bank & Trust
Texas
$8K 340
FMP
50
Financial Management Professionals
Texas
$5K 200 -250 -56%