DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

74 hedge funds and large institutions have $95.6M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$19.4M
2
WA
2
Whipplewood Advisors
Colorado
$2.8M
3
SAM
3
Smith Asset Management
Florida
$1.89M
4
GC
4
Guggenheim Capital
Illinois
$5.49M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$862K

Top Sellers

1
MP
1
Mangrove Partners
Connecticut
$5.75M
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$0
3
KAS
3
Kestra Advisory Services
Texas
$0
4
RWM
4
Revisor Wealth Management
Ohio
$485K
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$4.17M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$697K 34,942 -3,537 -9%
PS
27
Principal Securities
Iowa
$687K 34,478 +1,775 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$587K 29,447 +659 +2%
CSP
29
Cary Street Partners
Virginia
$526K 26,396 +26,396 New
HighTower Advisors
30
HighTower Advisors
Illinois
$523K 26,249 -3,293 -11%
RWM
31
Revisor Wealth Management
Ohio
$485K 24,339 -22,903 -48%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$466K 23,352 +23,352 New
MFG
33
Merit Financial Group
Georgia
$435K 21,793 +133 +0.6%
CF
34
Centaurus Financial
California
$421K 21,116 -1,591 -7%
PVM
35
Palogic Value Management
Texas
$409K 20,500 – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$396K 19,878 +265 +1%
IAA
37
Independent Advisor Alliance
North Carolina
$364K 18,275 +18,275 New
CIA
38
Concurrent Investment Advisors
Florida
$364K 18,250 +1,918 +12%
Millennium Management
39
Millennium Management
New York
$357K 17,890 – –
RCM
40
Robinson Capital Management
Michigan
$348K 17,475 +17,475 New
Cerity Partners
41
Cerity Partners
New York
$330K 16,529 -1,872 -10%
WS
42
Wedbush Securities
California
$329K 16,500 -900 -5%
MC
43
Mathes Company
New York
$329K 16,500 – –
Walleye Capital
44
Walleye Capital
New York
$296K 14,825 +14,825 New
RCM
45
Rivernorth Capital Management
Florida
$270K 13,522 +13,522 New
Bank of America
46
Bank of America
North Carolina
$244K 12,213 +1,380 +13%
WLPWM
47
Walled Lake Planning & Wealth Management
Illinois
$218K 10,950 – –
AWS
48
Atria Wealth Solutions
New York
$214K 10,711 -693 -6%
FA
49
Fiduciary Alliance
South Carolina
$206K 10,350 +10,350 New
UBS Group
50
UBS Group
Switzerland
$166K 8,321 -4,580 -36%
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