DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

66 hedge funds and large institutions have $94.1M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
23
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$4.91M
2
Cohen & Steers
2
Cohen & Steers
New York
$8.81M
3
GC
3
Guggenheim Capital
Illinois
$4.14M
4
Wells Fargo
4
Wells Fargo
California
$3.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.28M

Top Sellers

1
RL
1
RPO LLC
Connecticut
$0
2
BFM
2
Boothbay Fund Management
New York
$0
3
LCM
3
Landscape Capital Management
New Jersey
$300K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
SFS
5
Shaker Financial Services
Virginia
$953K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$635K 29,542 +3,999 +16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$619K 28,788 +4,487 +18%
CSPIA
28
Cary Street Partners Investment Advisory
Virginia
$568K 26,396 – –
CF
29
Centaurus Financial
California
$488K 22,707 -226 -1%
KAS
30
Kestra Advisory Services
Texas
$477K 22,201 +3,630 +20%
MFG
31
Merit Financial Group
Georgia
$466K 21,660 -374 -2%
PVM
32
Palogic Value Management
Texas
$441K 20,500 – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$422K 19,613 -1,008 -5%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$413K 19,224 +19,224 New
Cerity Partners
35
Cerity Partners
New York
$396K 18,401 +1,101 +6%
Millennium Management
36
Millennium Management
New York
$385K 17,890 – –
WS
37
Wedbush Securities
California
$374K 17,400 -1,050 -6%
MC
38
Mathes Company
New York
$355K 16,500 – –
CIA
39
Concurrent Investment Advisors
Florida
$351K 16,332 +921 +6%
LCM
40
Landscape Capital Management
New Jersey
$300K 13,943 -50,571 -78%
UBS Group
41
UBS Group
Switzerland
$277K 12,901 +2,617 +25%
AWS
42
Atria Wealth Solutions
New York
$245K 11,404 – –
WLPWM
43
Walled Lake Planning & Wealth Management
Illinois
$235K 10,950 – –
Bank of America
44
Bank of America
North Carolina
$233K 10,833 -1,944 -15%
BW
45
Bison Wealth
Georgia
$223K 10,350 -95 -0.9%
ACP
46
Aviance Capital Partners
Florida
$203K 9,425 +9,425 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$120K 5,565 -1,010 -15%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$117K 5,445 – –
GJWM
49
Gilliland Jeter Wealth Management
Arkansas
$115K 5,371 – –
PFA
50
Pathway Financial Advisers
Indiana
$63.8K 2,968 -148 -5%
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