DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

63 hedge funds and large institutions have $74.1M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-10
Holders Change %
-13.7%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
27
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CoreCap Advisors
Michigan
$1.17M
2
Invesco
2
Invesco
Georgia
$4.91M
3
WAM
3
Wolverine Asset Management
Illinois
$1.3M
4
Ameriprise
4
Ameriprise
Minnesota
$2.15M
5
CAN
5
Cetera Advisor Networks
California
$732K

Top Sellers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$0
2
ASFA
2
All Season Financial Advisors
Colorado
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$278K
4
SWM
4
Spire Wealth Management
Virginia
$133K
5
OA
5
Oxbow Advisors
Texas
$4.08M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$726K 26,150 +90 +0.3%
AHC
27
Adell Harriman & Carpenter
Texas
$658K 23,684 -600 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$607K 21,842 -44 -0.2%
Bank of America
29
Bank of America
North Carolina
$603K 21,706 +360 +2%
CCM
30
Covington Capital Management
California
$567K 20,400 -2,000 -9%
FFA
31
First Foundation Advisors
California
$468K 16,847 -3,612 -18%
AF
32
Advisornet Financial
Minnesota
$423K 15,235 -400 -3%
KAS
33
Kestra Advisory Services
Texas
$408K 14,676 +416 +3%
BW
34
Bison Wealth
Georgia
$371K 13,347 -1,096 -8%
CG
35
Clarus Group
Texas
$358K 12,993 +9 +0.1%
ACP
36
Aviance Capital Partners
Florida
$340K 12,250 – –
RJT
37
Raymond James Trust
Florida
$331K 11,920 +1,000 +9%
HighTower Advisors
38
HighTower Advisors
Illinois
$331K 11,898 +1,015 +9%
UBS Group
39
UBS Group
Switzerland
$301K 10,840 +333 +3%
SPIA
40
Steward Partners Investment Advisory
New York
$284K 10,206 +1,122 +12%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$278K 10,000 -16,580 -62%
BCP
42
Berkeley Capital Partners
Georgia
$278K 10,000 – –
IAP
43
Indie Asset Partners
Indiana
$270K 9,714 +500 +5%
NA
44
NewEdge Advisors
Louisiana
$246K 8,865 +8,865 New
GC
45
Guggenheim Capital
Illinois
$232K 8,355 -4,823 -37%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$222K 8,000 – –
Creative Planning
47
Creative Planning
Kansas
$218K 17,066 -8,879 -34%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$207K 7,458 – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$150K 5,398 -420 -7%
SWM
50
Spire Wealth Management
Virginia
$133K 4,773 -10,055 -68%
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