DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

54 hedge funds and large institutions have $46M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
24
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$4.11M
2
WAM
2
Wolverine Asset Management
Illinois
$1.21M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.24M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.96M
5
RWA
5
Ropes Wealth Advisors
Massachusetts
$347K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$8.45M
2
CA
2
CoreCap Advisors
Michigan
$0
3
AWS
3
Atria Wealth Solutions
New York
$484K
4
BCP
4
Berkeley Capital Partners
Georgia
$0
5
IAP
5
Indie Asset Partners
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Covington Capital Management
California
$349K 18,400 – –
RWA
27
Ropes Wealth Advisors
Massachusetts
$347K 18,294 +18,294 New
ASFA
28
All Season Financial Advisors
Colorado
$319K 16,783 +745 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$315K 16,543 +496 +3%
AHC
30
Adell Harriman & Carpenter
Texas
$300K 15,784 -2,400 -13%
KAS
31
Kestra Advisory Services
Texas
$260K 13,706 -663 -5%
RJT
32
Raymond James Trust
Florida
$246K 12,978 +500 +4%
BW
33
Bison Wealth
Georgia
$231K 12,182 -40 -0.3%
ACP
34
Aviance Capital Partners
Florida
$214K 11,250 – –
FFA
35
First Foundation Advisors
California
$212K 11,143 -270 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$212K 11,202 +269 +2%
UBS Group
37
UBS Group
Switzerland
$208K 10,942 +1,041 +11%
SPIA
38
Steward Partners Investment Advisory
New York
$181K 9,533 -3,868 -29%
Bank of America
39
Bank of America
North Carolina
$162K 8,561 +510 +6%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$109K 5,719 +47 +0.8%
HNB
41
Huntington National Bank
Ohio
– – – –
PTC
42
Private Trust Company
Ohio
$38K 2,000 +2,000 New
TWM
43
Tradition Wealth Management
Minnesota
$36K 1,902 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$33K 1,751 +130 +8%
CFB
45
Cullen/Frost Bankers
Texas
$28K 1,500 – –
NSIM
46
North Star Investment Management
Illinois
$26K 1,350 – –
SWM
47
Spire Wealth Management
Virginia
$26K 1,365 – –
IRC
48
Investors Research Corp
Georgia
$23K 1,200 – –
OCM
49
Osterweis Capital Management
California
– – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$19K 989 – –
1
2
3