DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

61 hedge funds and large institutions have $49.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$10M
2
HBCM
2
Heron Bay Capital Management
Michigan
$2.51M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$272K
4
VF
4
Virtu Financial
New York
$260K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$122K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.11M
2
Invesco
2
Invesco
Georgia
$3.84M
3
EC
3
Elequin Capital
New York
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$339K 18,646 +646 +4%
WP
27
Woodline Partners
California
$333K 18,327 – –
UBS Group
28
UBS Group
Switzerland
$320K 17,604 +1,071 +6%
ASFA
29
All Season Financial Advisors
Colorado
$317K 17,476 +181 +1%
IWC
30
Integrated Wealth Concepts
Massachusetts
$272K 15,000 +15,000 New
VF
31
Virtu Financial
New York
$260K 14,343 +14,343 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$243K 13,375 -2,204 -14%
KAS
33
Kestra Advisory Services
Texas
$239K 13,183 +126 +1%
NA
34
NewEdge Advisors
Louisiana
$238K 14,400 +4,400 +44%
RCM
35
Robinson Capital Management
Michigan
$232K 12,500 – –
SPIA
36
Steward Partners Investment Advisory
New York
$205K 11,277 +1,481 +15%
ACP
37
Aviance Capital Partners
Florida
$203K 11,190 -30 -0.3%
HighTower Advisors
38
HighTower Advisors
Illinois
$200K 11,001 +31 +0.3%
AHC
39
Adell Harriman & Carpenter
Texas
$194K 10,700 -3,100 -22%
BW
40
Bison Wealth
Georgia
$179K 11,189 +2 +0%
Bank of America
41
Bank of America
North Carolina
$140K 7,708 -1,923 -20%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$122K 6,698 +6,698 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$108K 5,956 +71 +1%
PFA
44
Pathway Financial Advisers
Indiana
$69.4K 3,822 +31 +0.8%
HNB
45
Huntington National Bank
Ohio
– – – –
BAM
46
Belpointe Asset Management
Nevada
$40.9K 2,252 – –
NSIM
47
North Star Investment Management
Illinois
$38.1K 2,100 +750 +56%
S
48
SignatureFD
Georgia
$36.3K 2,000 +2,000 New
TWM
49
Tradition Wealth Management
Minnesota
$35K 1,902 – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$33K 1,803 +28 +2%
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2
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