DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

61 hedge funds and large institutions have $69.2M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$6.88M
2
AWS
2
Atria Wealth Solutions
New York
$1.19M
3
GC
3
Guggenheim Capital
Illinois
$738K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$750K
5
RJA
5
Raymond James & Associates
Florida
$14.2M

Top Sellers

1
JG
1
Jefferies Group
New York
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$895K
4
1W
4
1776 Wealth
Georgia
$2.84M
5
Invesco
5
Invesco
Georgia
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$590K 22,655 -3,708 -14%
AHC
27
Adell Harriman & Carpenter
Texas
$570K 21,884 -1,800 -8%
Bank of America
28
Bank of America
North Carolina
$559K 21,456 -250 -1%
CCM
29
Covington Capital Management
California
$531K 20,400 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$480K 18,450 -3,392 -16%
KAS
31
Kestra Advisory Services
Texas
$389K 14,920 +244 +2%
FFA
32
First Foundation Advisors
California
$344K 13,216 -3,631 -22%
RJT
33
Raymond James Trust
Florida
$325K 12,478 +558 +5%
SPIA
34
Steward Partners Investment Advisory
New York
$323K 12,397 +2,191 +21%
BW
35
Bison Wealth
Georgia
$319K 12,257 -1,090 -8%
ACP
36
Aviance Capital Partners
Florida
$319K 12,250 – –
UBS Group
37
UBS Group
Switzerland
$314K 12,062 +1,222 +11%
HighTower Advisors
38
HighTower Advisors
Illinois
$310K 11,915 +17 +0.1%
BCP
39
Berkeley Capital Partners
Georgia
$260K 10,000 – –
IAP
40
Indie Asset Partners
Indiana
$253K 9,714 – –
CG
41
Clarus Group
Texas
$252K 9,662 -3,331 -26%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$208K 8,000 – –
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$207K 7,958 +500 +7%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$116K 4,459 -939 -17%
HNB
45
Huntington National Bank
Ohio
– – – –
PFS
46
Prospera Financial Services
Texas
$56K 2,144 +2,144 New
MCC
47
Money Concepts Capital
Florida
$50K 1,934 +1,934 New
GWM
48
Geneos Wealth Management
Colorado
$46K 1,800 -165 -8%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$41K 1,559 +7 +0.5%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$41K 1,590 +22 +1%
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2
3