DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

69 hedge funds and large institutions have $84.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
26
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$6.6M
2
RJA
2
Raymond James & Associates
Florida
$14.1M
3
GC
3
Guggenheim Capital
Illinois
$2.48M
4
Wells Fargo
4
Wells Fargo
California
$2.52M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$490K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
LPL Financial
2
LPL Financial
California
$5.46M
3
RWM
3
Revisor Wealth Management
Ohio
$1.12M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$733K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$586K 30,534 -6,096 -17%
ASFA
27
All Season Financial Advisors
Colorado
$577K 30,055 -1,988 -6%
PS
28
Principal Securities
Iowa
$561K 29,218 +3,342 +13%
CSPIA
29
Cary Street Partners Investment Advisory
Virginia
$507K 26,396 – –
HighTower Advisors
30
HighTower Advisors
Illinois
$490K 25,543 +25,543 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$467K 24,301 +5,199 +27%
CF
32
Centaurus Financial
California
$440K 22,933 -4,212 -16%
MFG
33
Merit Financial Group
Georgia
$423K 22,034 +75 +0.3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$396K 20,621 +1,419 +7%
PVM
35
Palogic Value Management
Texas
$394K 20,500 – –
KAS
36
Kestra Advisory Services
Texas
$357K 18,571 +2,602 +16%
WS
37
Wedbush Securities
California
$354K 18,450 +2,100 +13%
Millennium Management
38
Millennium Management
New York
$343K 17,890 -4,472 -20%
Cerity Partners
39
Cerity Partners
New York
$332K 17,300 – –
MC
40
Mathes Company
New York
$317K 16,500 -5,000 -23%
RCM
41
Robinson Capital Management
Michigan
$308K 16,025 – –
CIA
42
Concurrent Investment Advisors
Florida
$296K 15,411 +5,351 +53%
IWC
43
Integrated Wealth Concepts
Massachusetts
$288K 15,000 – –
Bank of America
44
Bank of America
North Carolina
$245K 12,777 +2,084 +19%
Nomura Holdings
45
Nomura Holdings
Japan
$234K 12,188 +12,188 New
AWS
46
Atria Wealth Solutions
New York
$219K 11,404 -2,234 -16%
WLPWM
47
Walled Lake Planning & Wealth Management
Illinois
$210K 10,950 – –
FSI
48
Flow State Investments
Illinois
$207K 10,803 -1,056 -9%
BW
49
Bison Wealth
Georgia
$200K 10,445 – –
UBS Group
50
UBS Group
Switzerland
$197K 10,284 +611 +6%
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