DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

60 hedge funds and large institutions have $56.3M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MP
1
Mangrove Partners
Connecticut
$7.07M
2
Invesco
2
Invesco
Georgia
$4.46M
3
MC
3
Mathes Company
New York
$651K
4
Millennium Management
4
Millennium Management
New York
$510K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$443K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$181K
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
RJA
3
Raymond James & Associates
Florida
$9.28M
4
VF
4
Virtu Financial
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$174K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$338K 19,398 +196 +1%
WP
27
Woodline Partners
California
$319K 18,327 – –
ASFA
28
All Season Financial Advisors
Colorado
$304K 17,430 -46 -0.3%
Cerity Partners
29
Cerity Partners
New York
$301K 17,300 -1,346 -7%
AWS
30
Atria Wealth Solutions
New York
$289K 16,604 -3,762 -18%
NA
31
NewEdge Advisors
Louisiana
$279K 16,000 +1,600 +11%
KAS
32
Kestra Advisory Services
Texas
$269K 15,454 +2,271 +17%
IWC
33
Integrated Wealth Concepts
Massachusetts
$261K 15,000 – –
SIC
34
Samalin Investment Counsel
New York
$254K 14,582 +14,582 New
WLPWM
35
Walled Lake Planning & Wealth Management
Illinois
$250K 14,375 +14,375 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$222K 12,762 -613 -5%
RCM
37
Robinson Capital Management
Michigan
$218K 12,500 – –
UBS Group
38
UBS Group
Switzerland
$203K 11,657 -5,947 -34%
HighTower Advisors
39
HighTower Advisors
Illinois
$196K 11,199 +198 +2%
ACP
40
Aviance Capital Partners
Florida
$196K 11,225 +35 +0.3%
BW
41
Bison Wealth
Georgia
$195K 11,190 +1 +0%
AHC
42
Adell Harriman & Carpenter
Texas
$188K 10,700 – –
WAM
43
Wolverine Asset Management
Illinois
$181K 10,406 -53,035 -84%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$174K 10,000 -10,416 -51%
Bank of America
45
Bank of America
North Carolina
$134K 7,708 – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$105K 6,032 +76 +1%
SPIA
47
Steward Partners Investment Advisory
New York
$54.1K 3,106 -8,171 -72%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$45K 2,580 +777 +43%
HNB
49
Huntington National Bank
Ohio
– – – –
NSIM
50
North Star Investment Management
Illinois
$36.6K 2,100 – –
1
2
3