DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

66 hedge funds and large institutions have $53.1M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
17
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.38M
2
HBCM
2
Heron Bay Capital Management
Michigan
$1.85M
3
Cohen & Steers
3
Cohen & Steers
New York
$4.77M
4
Invesco
4
Invesco
Georgia
$4.96M
5
RJA
5
Raymond James & Associates
Florida
$8.94M

Top Sellers

1
RWA
1
Ropes Wealth Advisors
Massachusetts
$0
2
1W
2
1776 Wealth
Georgia
$1.66M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.67M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.85M
5
FFA
5
First Foundation Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$420K 22,424 -2,962 -12%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$382K 20,416 – –
CAN
28
Cetera Advisor Networks
California
$371K 19,855 -3,961 -17%
IAIM
29
International Assets Investment Management
Florida
$364K 19,479 +19,479 New
WP
30
Woodline Partners
California
$343K 18,327 +18,327 New
Cerity Partners
31
Cerity Partners
New York
$337K 18,000 +18,000 New
ASFA
32
All Season Financial Advisors
Colorado
$324K 17,295 +512 +3%
UBS Group
33
UBS Group
Switzerland
$309K 16,533 +5,591 +51%
SFS
34
Shaker Financial Services
Virginia
$294K 15,729 +15,729 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$291K 15,579 -964 -6%
AHC
36
Adell Harriman & Carpenter
Texas
$258K 13,800 -1,984 -13%
KAS
37
Kestra Advisory Services
Texas
$244K 13,057 -649 -5%
RCM
38
Robinson Capital Management
Michigan
$240K 12,500 +12,500 New
BW
39
Bison Wealth
Georgia
$237K 11,187 -995 -8%
RJT
40
Raymond James Trust
Florida
$224K 11,978 -1,000 -8%
ACP
41
Aviance Capital Partners
Florida
$210K 11,220 -30 -0.3%
WAM
42
Weiss Asset Management
Massachusetts
$208K 11,100 +11,100 New
HighTower Advisors
43
HighTower Advisors
Illinois
$205K 10,970 -232 -2%
NA
44
NewEdge Advisors
Louisiana
$187K 10,000 +10,000 New
SPIA
45
Steward Partners Investment Advisory
New York
$183K 9,796 +263 +3%
Bank of America
46
Bank of America
North Carolina
$180K 9,631 +1,070 +12%
MCC
47
Money Concepts Capital
Florida
$159K 8,522 +8,522 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$110K 5,885 +166 +3%
PFA
49
Pathway Financial Advisers
Indiana
$70.9K 3,791 +3,791 New
CA
50
CoreCap Advisors
Michigan
$55.3K 2,955 +2,955 New
1
2
3