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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

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.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

6% more capital invested

Capital invested by funds: $81.7M → $86.7M (+$5.01M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.77% less ownership

Funds ownership: 22.84% → 22.06% (-0.77%)

1% less funds holding

Funds holding: 68 → 67 (-1)

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
Raymond James & Associates
Florida
+$1.47M
2
Wells Fargo
Wells Fargo
California
+$931K
3
RWM
Revisor Wealth Management
Ohio
+$695K
4
SFS
Shaker Financial Services
Virginia
+$556K
5
LPL Financial
LPL Financial
California
+$463K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.84M
2
RL
RPO LLC
Connecticut
-$1.06M
3
BFM
Boothbay Fund Management
New York
-$479K
4
Ameriprise
Ameriprise
Minnesota
-$392K
5
LSC
Logan Stone Capital
Illinois
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$702K -$99.7K -5,366 -13%
SIC
27
Samalin Investment Counsel
New York
$695K +$26.4K +1,423 +4%
ASFA
28
All Season Financial Advisors
Colorado
$614K +$13.8K +740 +2%
CF
29
Centaurus Financial
California
$520K -$19.3K -1,037 -4%
CSPIA
30
Cary Street Partners Investment Advisory
Virginia
$506K – – –
PS
31
Principal Securities
Iowa
$496K +$20.8K +1,121 +5%
Millennium Management
32
Millennium Management
New York
$429K -$172K -9,266 -29%
MC
33
Mathes Company
New York
$412K – – –
MFG
34
Merit Financial Group
Georgia
$408K +$985 +53 +0.2%
PVM
35
Palogic Value Management
Texas
$393K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$368K +$357K +19,202 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$366K +$15.8K +850 +5%
CAN
38
Cetera Advisor Networks
California
$337K +$1.13K +61 +0.3%
Cerity Partners
39
Cerity Partners
New York
$332K – – –
WS
40
Wedbush Securities
California
$313K -$72.6K -3,906 -19%
KAS
41
Kestra Advisory Services
Texas
$306K +$22.4K +1,206 +8%
RCM
42
Robinson Capital Management
Michigan
$294K -$188K -10,099 -39%
IWC
43
Integrated Wealth Concepts
Massachusetts
$288K – – –
AWS
44
Atria Wealth Solutions
New York
$261K -$43.3K -2,333 -15%
FSI
45
Flow State Investments
Illinois
$227K -$268K -14,400 -55%
WLPWM
46
Walled Lake Planning & Wealth Management
Illinois
$210K +$203K +10,950 New
Bank of America
47
Bank of America
North Carolina
$205K +$88.1K +4,740 +80%
BW
48
Bison Wealth
Georgia
$200K +$37 +2 +0%
CIA
49
Concurrent Investment Advisors
Florida
$193K -$30.8K -1,657 -14%
UBS Group
50
UBS Group
Switzerland
$185K +$11.4K +614 +7%
1
2
3

DFP Hedge Fund Activity: Q1 2024 in Review

67 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2024, worth a combined $86.7M — up 6.1% from $81.7M a quarter earlier.

Fund positioning in DFP was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 26 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.47M. The largest seller was Morgan Stanley, cutting an estimated $3.84M.

  • 67 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2024, down from 68 in Q4 2023.
  • Funds reported $86.7M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2024, up 6.1% quarter-over-quarter.
  • 6 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2024 was Raymond James & Associates, an estimated $1.47M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $3.84M sold.

Based on aggregated 13F filings for Q1 2024.