DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

74 hedge funds and large institutions have $102M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$22.2M
2
WA
2
Whipplewood Advisors
Colorado
$1.93M
3
SFS
3
Shaker Financial Services
Virginia
$2.69M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.03M
5
GC
5
Guggenheim Capital
Illinois
$7.09M

Top Sellers

1
MP
1
Mangrove Partners
Connecticut
$0
2
Wells Fargo
2
Wells Fargo
California
$3.86M
3
Ameriprise
3
Ameriprise
Minnesota
$3.18M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$3.31M
5
RCM
5
Robinson Capital Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AHL
51
Abel Hall LLC
Louisiana
$216K 10,500 +10,500 New
FA
52
Fiduciary Alliance
South Carolina
$212K 10,350 – –
LFAS
53
Level Four Advisory Services
Texas
$200K 9,750 +9,750 New
UBS Group
54
UBS Group
Switzerland
$182K 8,843 +721 +9%
TSMHT
55
Thurston Springer Miller Herd & Titak
Indiana
$162K 7,877 +89 +1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$112K 5,445 – –
AF
57
Advisornet Financial
Minnesota
$87.3K 4,250 +4,250 New
GSWM
58
Golden State Wealth Management
California
$83.4K 4,064 +68 +2%
SPF
59
South Plains Financial
Texas
$82.5K 4,022 – –
SPIA
60
Steward Partners Investment Advisory
New York
$57.5K 2,800 – –
FFA
61
Farther Finance Advisors
California
$52.2K 2,545 +4 +0.2%
HNB
62
Huntington National Bank
Ohio
– – – –
Comerica Bank
63
Comerica Bank
Texas
$45.2K 2,200 -300 -12%
NSIM
64
North Star Investment Management
Illinois
$45.2K 2,200 – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$44K 2,152 – –
WIM
66
Westside Investment Management
California
$34.2K 1,667 – –
AF
67
Allworth Financial
California
$30.4K 1,480 +700 +90%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$26K 1,266 -4,500 -78%
MA
69
MCF Advisors
Kentucky
$24.4K 1,188 +21 +2%
HI
70
Harbour Investments
Wisconsin
$18.1K 881 +15 +2%
GWM
71
Geneos Wealth Management
Colorado
$17.6K 855 -855 -50%
NFSG
72
Newbridge Financial Services Group
Florida
$10.3K 500 +500 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$8.21K 400 -3,338 -89%
SIS
74
Sound Income Strategies
Florida
$4.85K 236 – –
EC
75
Elequin Capital
New York
$739 36 +36 New
1 2
3
4