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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

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.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

12% more funds holding

Funds holding: 66 → 74 (+8)

1.16% more ownership

Funds ownership: 22.16% → 23.32% (+1.2%)

2% more capital invested

Capital invested by funds: $94.1M → $95.6M (+$1.51M)

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.97%
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
GC
Guggenheim Capital
Illinois
+$1.71M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$889K
3
Cohen & Steers
Cohen & Steers
New York
+$865K
4
SIA
Sit Investment Associates
Minnesota
+$780K
5
SFS
Shaker Financial Services
Virginia
+$637K

Top Sellers

1
MP
Mangrove Partners
Connecticut
-$3.53M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$568K
3
KAS
Kestra Advisory Services
Texas
-$477K
4
RWM
Revisor Wealth Management
Ohio
-$471K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$420K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$697K -$72.8K -3,537 -9%
PS
27
Principal Securities
Iowa
$687K +$36.5K +1,775 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$587K +$13.6K +659 +2%
CSP
29
Cary Street Partners
Virginia
$526K +$543K +26,396 New
HighTower Advisors
30
HighTower Advisors
Illinois
$523K -$67.8K -3,293 -11%
RWM
31
Revisor Wealth Management
Ohio
$485K -$471K -22,903 -48%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$466K +$481K +23,352 New
MFG
33
Merit Financial Group
Georgia
$435K +$2.74K +133 +0.6%
CF
34
Centaurus Financial
California
$421K -$32.8K -1,591 -7%
PVM
35
Palogic Value Management
Texas
$409K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$396K +$5.46K +265 +1%
IAA
37
Independent Advisor Alliance
North Carolina
$364K +$376K +18,275 New
CIA
38
Concurrent Investment Advisors
Florida
$364K +$39.5K +1,918 +12%
Millennium Management
39
Millennium Management
New York
$357K – – –
RCM
40
Robinson Capital Management
Michigan
$348K +$360K +17,475 New
Cerity Partners
41
Cerity Partners
New York
$330K -$38.5K -1,872 -10%
WS
42
Wedbush Securities
California
$329K -$18.5K -900 -5%
MC
43
Mathes Company
New York
$329K – – –
Walleye Capital
44
Walleye Capital
New York
$296K +$305K +14,825 New
RCM
45
Rivernorth Capital Management
Florida
$270K +$278K +13,522 New
Bank of America
46
Bank of America
North Carolina
$244K +$28.4K +1,380 +13%
WLPWM
47
Walled Lake Planning & Wealth Management
Illinois
$218K – – –
AWS
48
Atria Wealth Solutions
New York
$214K -$14.3K -693 -6%
FA
49
Fiduciary Alliance
South Carolina
$206K +$213K +10,350 New
UBS Group
50
UBS Group
Switzerland
$166K -$94.3K -4,580 -36%
1
2
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DFP Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q4 2024, worth a combined $95.6M — up 1.6% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFP positions and 9 closed out — a net gain of 11 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.71M. The largest seller was Mangrove Partners, cutting an estimated $3.53M.

  • 74 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $95.6M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 20 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.71M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q4 2024 was Mangrove Partners, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2024.