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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

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.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 68 → 71 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.44% less ownership

Funds ownership: 14.29% → 13.85% (-0.44%)

6% less capital invested

Capital invested by funds: $82.6M → $77.9M (-$4.69M)

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
Invesco
Georgia
+$444K
2
CAN
Cetera Advisor Networks
California
+$412K
3
Ameriprise
Ameriprise
Minnesota
+$323K
4
WS
Wedbush Securities
California
+$262K
5
WAM
Wolverine Asset Management
Illinois
+$248K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$2.22M
2
Wells Fargo
Wells Fargo
California
-$1.9M
3
SPIA
Steward Partners Investment Advisory
New York
-$739K
4
GC
Guggenheim Capital
Illinois
-$402K
5
FFA
First Foundation Advisors
California
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$696K +$412K +13,755 +138%
NFG
27
Next Financial Group
Texas
$689K +$1.29K +43 +0.2%
CCM
28
Covington Capital Management
California
$656K – – –
Bank of America
29
Bank of America
North Carolina
$625K +$1.29K +43 +0.2%
FFA
30
First Foundation Advisors
California
$604K -$348K -11,640 -36%
SWM
31
Spire Wealth Management
Virginia
$555K -$180 -6 -0%
GC
32
Guggenheim Capital
Illinois
$554K -$402K -13,429 -42%
BW
33
Bison Wealth
Georgia
$520K +$59.9K +2,003 +13%
AF
34
Advisornet Financial
Minnesota
$465K – – –
UBS Group
35
UBS Group
Switzerland
$439K +$135K +4,518 +43%
ACP
36
Aviance Capital Partners
Florida
$403K – – –
KAS
37
Kestra Advisory Services
Texas
$392K +$142K +4,760 +55%
CG
38
Clarus Group
Texas
$379K -$164K -5,476 -30%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$337K -$6.55K -219 -2%
RJT
40
Raymond James Trust
Florida
$320K -$85.8K -2,867 -21%
HighTower Advisors
41
HighTower Advisors
Illinois
$318K +$419 +14 +0.1%
ASFA
42
All Season Financial Advisors
Colorado
$303K +$310K +10,360 New
BCP
43
Berkeley Capital Partners
Georgia
$293K – – –
IAP
44
Indie Asset Partners
Indiana
$269K +$35.1K +1,173 +15%
HI
45
Harbour Investments
Wisconsin
$254K +$1.98K +66 +0.8%
WAM
46
Wolverine Asset Management
Illinois
$242K +$248K +8,284 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$234K +$239K +8,000 New
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$218K – – –
GSWM
49
Golden State Wealth Management
California
$211K +$2.1K +70 +1%
GCP
50
Gill Capital Partners
Colorado
$209K – – –
1
2
3 4

DFP Hedge Fund Activity: Q2 2021 in Review

71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q2 2021, worth a combined $77.9M — down 5.7% from $82.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFP positions and 4 closed out — a net gain of 3 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Invesco, adding an estimated $444K. The largest seller was Cohen & Steers, cutting an estimated $2.22M.

  • 71 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q2 2021, up from 68 in Q1 2021.
  • Funds reported $77.9M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q2 2021, down 5.7% quarter-over-quarter.
  • 7 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q2 2021 and 4 closed out, a net change of +3 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q2 2021 was Invesco, an estimated $444K added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q2 2021 was Cohen & Steers, an estimated $2.22M sold.

Based on aggregated 13F filings for Q2 2021.