DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

67 hedge funds and large institutions have $86.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
26
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$13.1M
2
Wells Fargo
2
Wells Fargo
California
$1.98M
3
RWM
3
Revisor Wealth Management
Ohio
$1.54M
4
SFS
4
Shaker Financial Services
Virginia
$1.5M
5
LPL Financial
5
LPL Financial
California
$6.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.92M
2
RL
2
RPO LLC
Connecticut
$3.18M
3
BFM
3
Boothbay Fund Management
New York
$1.43M
4
Ameriprise
4
Ameriprise
Minnesota
$4.04M
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$702K 36,630 -5,366 -13%
SIC
27
Samalin Investment Counsel
New York
$695K 36,263 +1,423 +4%
ASFA
28
All Season Financial Advisors
Colorado
$614K 32,043 +740 +2%
CF
29
Centaurus Financial
California
$520K 27,145 -1,037 -4%
CSPIA
30
Cary Street Partners Investment Advisory
Virginia
$506K 26,396 – –
PS
31
Principal Securities
Iowa
$496K 25,876 +1,121 +5%
Millennium Management
32
Millennium Management
New York
$429K 22,362 -9,266 -29%
MC
33
Mathes Company
New York
$412K 21,500 – –
MFG
34
Merit Financial Group
Georgia
$408K 21,959 +53 +0.2%
PVM
35
Palogic Value Management
Texas
$393K 20,500 – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$368K 19,202 +19,202 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$366K 19,102 +850 +5%
CAN
38
Cetera Advisor Networks
California
$337K 17,593 +61 +0.3%
Cerity Partners
39
Cerity Partners
New York
$332K 17,300 – –
WS
40
Wedbush Securities
California
$313K 16,350 -3,906 -19%
KAS
41
Kestra Advisory Services
Texas
$306K 15,969 +1,206 +8%
RCM
42
Robinson Capital Management
Michigan
$294K 16,025 -10,099 -39%
IWC
43
Integrated Wealth Concepts
Massachusetts
$288K 15,000 – –
AWS
44
Atria Wealth Solutions
New York
$261K 13,638 -2,333 -15%
FSI
45
Flow State Investments
Illinois
$227K 11,859 -14,400 -55%
WLPWM
46
Walled Lake Planning & Wealth Management
Illinois
$210K 10,950 +10,950 New
Bank of America
47
Bank of America
North Carolina
$205K 10,693 +4,740 +80%
BW
48
Bison Wealth
Georgia
$200K 10,445 +2 +0%
CIA
49
Concurrent Investment Advisors
Florida
$193K 10,060 -1,657 -14%
UBS Group
50
UBS Group
Switzerland
$185K 9,673 +614 +7%
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