DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

68 hedge funds and large institutions have $82.6M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$956K
2
SWM
2
Spire Wealth Management
Virginia
$571K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$784K
4
PAG
4
Private Advisor Group
New Jersey
$2.17M
5
LPL Financial
5
LPL Financial
California
$5.91M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.27M
2
Millennium Management
2
Millennium Management
New York
$0
3
GC
3
Guggenheim Capital
Illinois
$974K
4
Ameriprise
4
Ameriprise
Minnesota
$1.47M
5
Cohen & Steers
5
Cohen & Steers
New York
$6.33M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$784K 26,030 +15,880 +156%
MFG
27
Merit Financial Group
Georgia
$780K 25,891 +84 +0.3%
NFG
28
Next Financial Group
Texas
$707K 23,487 -1,730 -7%
CCM
29
Covington Capital Management
California
$675K 22,400 – –
Bank of America
30
Bank of America
North Carolina
$642K 21,294 +71 +0.3%
SWM
31
Spire Wealth Management
Virginia
$571K 18,973 +18,973 New
CG
32
Clarus Group
Texas
$550K 18,435 +16 +0.1%
AF
33
Advisornet Financial
Minnesota
$478K 15,880 – –
BW
34
Bison Wealth
Georgia
$475K 15,772 +779 +5%
WS
35
Wedbush Securities
California
$470K 15,600 -1,028 -6%
RJT
36
Raymond James Trust
Florida
$415K 13,787 – –
ACP
37
Aviance Capital Partners
Florida
$414K 13,750 -1,000 -7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$353K 11,719 -7,522 -39%
HighTower Advisors
39
HighTower Advisors
Illinois
$327K 10,853 +10 +0.1%
UBS Group
40
UBS Group
Switzerland
$316K 10,497 -3,680 -26%
CAN
41
Cetera Advisor Networks
California
$301K 10,000 – –
BCP
42
Berkeley Capital Partners
Georgia
$301K 10,000 – –
HI
43
Harbour Investments
Wisconsin
$259K 8,608 +8,608 New
KAS
44
Kestra Advisory Services
Texas
$259K 8,614 +8,614 New
IAP
45
Indie Asset Partners
Indiana
$241K 8,000 +8,000 New
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$225K 7,458 +7,458 New
GCP
47
Gill Capital Partners
Colorado
$215K 7,134 – –
GSWM
48
Golden State Wealth Management
California
$214K 7,136 +69 +1%
BBA
49
BLB&B Advisors
Pennsylvania
$207K 6,888 -950 -12%
VBCG
50
Valley Brook Capital Group
Pennsylvania
$160K 5,320 -2,850 -35%
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