DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

60 hedge funds and large institutions have $50.2M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$2.39M
2
ASFA
2
All Season Financial Advisors
Colorado
$345K
3
GC
3
Guggenheim Capital
Illinois
$873K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.12M
5
LPL Financial
5
LPL Financial
California
$4.74M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$757K
2
MWM
2
Meridian Wealth Management
Kentucky
$0
3
RJA
3
Raymond James & Associates
Florida
$11.2M
4
Bank of America
4
Bank of America
North Carolina
$173K
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Covington Capital Management
California
$395K 18,400 -2,000 -10%
AHC
27
Adell Harriman & Carpenter
Texas
$391K 18,184 -3,700 -17%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$345K 16,047 -2,403 -13%
ASFA
29
All Season Financial Advisors
Colorado
$345K 16,038 +16,038 New
KAS
30
Kestra Advisory Services
Texas
$309K 14,369 -551 -4%
SPIA
31
Steward Partners Investment Advisory
New York
$288K 13,401 +1,004 +8%
RJT
32
Raymond James Trust
Florida
$268K 12,478 – –
BW
33
Bison Wealth
Georgia
$263K 12,222 -35 -0.3%
FFA
34
First Foundation Advisors
California
$245K 11,413 -1,803 -14%
ACP
35
Aviance Capital Partners
Florida
$242K 11,250 -1,000 -8%
HighTower Advisors
36
HighTower Advisors
Illinois
$235K 10,933 -982 -8%
BCP
37
Berkeley Capital Partners
Georgia
$215K 10,000 – –
UBS Group
38
UBS Group
Switzerland
$213K 9,901 -2,161 -18%
IAP
39
Indie Asset Partners
Indiana
$209K 9,714 – –
CG
40
Clarus Group
Texas
$208K 9,692 +30 +0.3%
Bank of America
41
Bank of America
North Carolina
$173K 8,051 -13,405 -62%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$122K 5,672 +1,213 +27%
CI
43
CX Institutional
Indiana
$81K 3,790 +3,790 New
HNB
44
Huntington National Bank
Ohio
– – – –
TWM
45
Tradition Wealth Management
Minnesota
$41K 1,902 +1,902 New
GWM
46
Geneos Wealth Management
Colorado
$38K 1,800 – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$35K 1,621 +31 +2%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$34K 1,566 +7 +0.4%
CFB
49
Cullen/Frost Bankers
Texas
$32K 1,500 – –
SWM
50
Spire Wealth Management
Virginia
$29K 1,365 – –
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2
3