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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

3% more funds holding

Funds holding: 67 → 69 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.6% less ownership

Funds ownership: 22.06% → 21.46% (-0.6%)

2% less capital invested

Capital invested by funds: $86.7M → $84.7M (-$2.07M)

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

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$1.21M
2
RJA
Raymond James & Associates
Florida
+$923K
3
GC
Guggenheim Capital
Illinois
+$582K
4
Wells Fargo
Wells Fargo
California
+$519K
5
HighTower Advisors
HighTower Advisors
Illinois
+$475K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$5.09M
2
LPL Financial
LPL Financial
California
-$547K
3
RWM
Revisor Wealth Management
Ohio
-$468K
4
Osaic Holdings
Osaic Holdings
Arizona
-$406K
5
Morgan Stanley
Morgan Stanley
New York
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$586K -$113K -6,096 -17%
ASFA
27
All Season Financial Advisors
Colorado
$577K -$37K -1,988 -6%
PS
28
Principal Securities
Iowa
$561K +$62.2K +3,342 +13%
CSPIA
29
Cary Street Partners Investment Advisory
Virginia
$507K – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$490K +$475K +25,543 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$467K +$96.8K +5,199 +27%
CF
32
Centaurus Financial
California
$440K -$78.4K -4,212 -16%
MFG
33
Merit Financial Group
Georgia
$423K +$1.4K +75 +0.3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$396K +$26.4K +1,419 +7%
PVM
35
Palogic Value Management
Texas
$394K – – –
KAS
36
Kestra Advisory Services
Texas
$357K +$48.4K +2,602 +16%
WS
37
Wedbush Securities
California
$354K +$39.1K +2,100 +13%
Millennium Management
38
Millennium Management
New York
$343K -$83.2K -4,472 -20%
Cerity Partners
39
Cerity Partners
New York
$332K – – –
MC
40
Mathes Company
New York
$317K -$93.1K -5,000 -23%
RCM
41
Robinson Capital Management
Michigan
$308K – – –
CIA
42
Concurrent Investment Advisors
Florida
$296K +$99.6K +5,351 +53%
IWC
43
Integrated Wealth Concepts
Massachusetts
$288K – – –
Bank of America
44
Bank of America
North Carolina
$245K +$38.8K +2,084 +19%
Nomura Holdings
45
Nomura Holdings
Japan
$234K +$227K +12,188 New
AWS
46
Atria Wealth Solutions
New York
$219K -$41.6K -2,234 -16%
WLPWM
47
Walled Lake Planning & Wealth Management
Illinois
$210K – – –
FSI
48
Flow State Investments
Illinois
$207K -$19.7K -1,056 -9%
BW
49
Bison Wealth
Georgia
$200K – – –
UBS Group
50
UBS Group
Switzerland
$197K +$11.4K +611 +6%
1
2
3

DFP Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q2 2024, worth a combined $84.7M — down 2.4% from $86.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DFP positions and 2 closed out — a net gain of 3 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.21M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $5.09M sold.

  • 69 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q2 2024, up from 67 in Q1 2024.
  • Funds reported $84.7M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 5 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q2 2024 was Cohen & Steers, an estimated $1.21M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q2 2024 was Relative Value Partners Group, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.