DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

68 hedge funds and large institutions have $81.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.3M
2
RVPG
2
Relative Value Partners Group
$4.85M
3
RL
3
RPO LLC
Connecticut
$3.96M
4
1W
4
1776 Wealth
Georgia
$1.18M
5
BFM
5
Boothbay Fund Management
New York
$1.78M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.24M
2
BPA
2
Beacon Pointe Advisors
California
$0
3
WAM
3
Wolverine Asset Management
Illinois
$565K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.23M
5
WLPWM
5
Walled Lake Planning & Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
26
Samalin Investment Counsel
New York
$618K 34,840 +11,673 +50%
WAM
27
Wolverine Asset Management
Illinois
$565K 31,815 -21,865 -41%
Millennium Management
28
Millennium Management
New York
$561K 31,628 -5,704 -15%
ASFA
29
All Season Financial Advisors
Colorado
$556K 31,303 +13,045 +71%
CF
30
Centaurus Financial
California
$500K 28,182 -957 -3%
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$469K 26,396 -3,800 -13%
RCM
32
Robinson Capital Management
Michigan
$467K 26,124 +13,624 +109%
FSI
33
Flow State Investments
Illinois
$466K 26,259 +26,259 New
PS
34
Principal Securities
Iowa
$439K 24,755 +24,755 New
MFG
35
Merit Financial Group
Georgia
$389K 21,906 +113 +0.5%
MC
36
Mathes Company
New York
$382K 21,500 -6,400 -23%
LSC
37
Logan Stone Capital
Illinois
$373K 21,030 +6,330 +43%
PVM
38
Palogic Value Management
Texas
$364K 20,500 – –
WS
39
Wedbush Securities
California
$360K 20,256 -1,677 -8%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$324K 18,252 -1,541 -8%
CAN
41
Cetera Advisor Networks
California
$311K 17,532 -78 -0.4%
Cerity Partners
42
Cerity Partners
New York
$307K 17,300 – –
AWS
43
Atria Wealth Solutions
New York
$283K 15,971 -190 -1%
IWC
44
Integrated Wealth Concepts
Massachusetts
$266K 15,000 – –
KAS
45
Kestra Advisory Services
Texas
$262K 14,763 +667 +5%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$256K 14,445 -13,500 -48%
CIA
47
Concurrent Investment Advisors
Florida
$208K 11,717 +11,717 New
BW
48
Bison Wealth
Georgia
$185K 10,443 +2 +0%
UBS Group
49
UBS Group
Switzerland
$161K 9,059 -3,024 -25%
EC
50
Elequin Capital
New York
$156K 8,762 +7,736 +754%
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