DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

73 hedge funds and large institutions have $77.3M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.28%
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
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$863K
2
Creative Planning
2
Creative Planning
Kansas
$475K
3
LPL Financial
3
LPL Financial
California
$6.21M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.41M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$630K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.99M
2
OA
2
Oxbow Advisors
Texas
$4.49M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.16M
4
Wells Fargo
4
Wells Fargo
California
$1.26M
5
BBA
5
BLB&B Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AHC
26
Adell Harriman & Carpenter
Texas
$699K 24,284 -2,116 -8%
NFG
27
Next Financial Group
Texas
$688K 23,899 +369 +2%
CCM
28
Covington Capital Management
California
$645K 22,400 – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$630K 21,886 +10,386 +90%
Bank of America
30
Bank of America
North Carolina
$615K 21,346 +9 +0%
FFA
31
First Foundation Advisors
California
$589K 20,459 -159 -0.8%
ASFA
32
All Season Financial Advisors
Colorado
$517K 17,945 +7,585 +73%
CAN
33
Cetera Advisor Networks
California
$487K 16,916 -6,839 -29%
Creative Planning
34
Creative Planning
Kansas
$475K 25,945 +25,945 New
AF
35
Advisornet Financial
Minnesota
$450K 15,635 -245 -2%
SWM
36
Spire Wealth Management
Virginia
$427K 14,828 -4,139 -22%
BW
37
Bison Wealth
Georgia
$416K 14,443 -3,332 -19%
KAS
38
Kestra Advisory Services
Texas
$411K 14,260 +886 +7%
GC
39
Guggenheim Capital
Illinois
$380K 13,178 -5,743 -30%
CG
40
Clarus Group
Texas
$374K 12,984 +25 +0.2%
ACP
41
Aviance Capital Partners
Florida
$353K 12,250 -1,500 -11%
RJT
42
Raymond James Trust
Florida
$314K 10,920 – –
HighTower Advisors
43
HighTower Advisors
Illinois
$313K 10,883 +16 +0.1%
UBS Group
44
UBS Group
Switzerland
$302K 10,507 -4,508 -30%
BCP
45
Berkeley Capital Partners
Georgia
$288K 10,000 – –
IAP
46
Indie Asset Partners
Indiana
$265K 9,214 +41 +0.4%
SPIA
47
Steward Partners Investment Advisory
New York
$262K 9,084 +2,062 +29%
HI
48
Harbour Investments
Wisconsin
$251K 8,720 +46 +0.5%
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
$244K 8,465 +8,465 New
Neuberger Berman Group
50
Neuberger Berman Group
New York
$230K 8,000 – –
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