DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

71 hedge funds and large institutions have $77.9M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
32
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$4.32M
2
CAN
2
Cetera Advisor Networks
California
$696K
3
Ameriprise
3
Ameriprise
Minnesota
$1.76M
4
ASFA
4
All Season Financial Advisors
Colorado
$303K
5
WS
5
Wedbush Securities
California
$713K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.98M
2
Wells Fargo
2
Wells Fargo
California
$1.5M
3
SPIA
3
Steward Partners Investment Advisory
New York
$206K
4
GC
4
Guggenheim Capital
Illinois
$554K
5
FFA
5
First Foundation Advisors
California
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$696K 23,755 +13,755 +138%
NFG
27
Next Financial Group
Texas
$689K 23,530 +43 +0.2%
CCM
28
Covington Capital Management
California
$656K 22,400 – –
Bank of America
29
Bank of America
North Carolina
$625K 21,337 +43 +0.2%
FFA
30
First Foundation Advisors
California
$604K 20,618 -11,640 -36%
SWM
31
Spire Wealth Management
Virginia
$555K 18,967 -6 -0%
GC
32
Guggenheim Capital
Illinois
$554K 18,921 -13,429 -42%
BW
33
Bison Wealth
Georgia
$520K 17,775 +2,003 +13%
AF
34
Advisornet Financial
Minnesota
$465K 15,880 – –
UBS Group
35
UBS Group
Switzerland
$439K 15,015 +4,518 +43%
ACP
36
Aviance Capital Partners
Florida
$403K 13,750 – –
KAS
37
Kestra Advisory Services
Texas
$392K 13,374 +4,760 +55%
CG
38
Clarus Group
Texas
$379K 12,959 -5,476 -30%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$337K 11,500 -219 -2%
RJT
40
Raymond James Trust
Florida
$320K 10,920 -2,867 -21%
HighTower Advisors
41
HighTower Advisors
Illinois
$318K 10,867 +14 +0.1%
ASFA
42
All Season Financial Advisors
Colorado
$303K 10,360 +10,360 New
BCP
43
Berkeley Capital Partners
Georgia
$293K 10,000 – –
IAP
44
Indie Asset Partners
Indiana
$269K 9,173 +1,173 +15%
HI
45
Harbour Investments
Wisconsin
$254K 8,674 +66 +0.8%
WAM
46
Wolverine Asset Management
Illinois
$242K 8,284 +8,284 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$234K 8,000 +8,000 New
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$218K 7,458 – –
GSWM
49
Golden State Wealth Management
California
$211K 7,206 +70 +1%
GCP
50
Gill Capital Partners
Colorado
$209K 7,134 – –
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