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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

79 hedge funds and large institutions have $108M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

0.32% less ownership

Funds ownership: 26.58% → 26.26% (-0.32%)

4% less capital invested

Capital invested by funds: $113M → $108M (-$4.72M)

6% less funds holding

Funds holding: 84 → 79 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
30
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.89M
2
HF
HRT Financial
New York
+$573K
3
Raymond James Financial
Raymond James Financial
Florida
+$491K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$360K
5
Cohen & Steers
Cohen & Steers
New York
+$318K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.24M
2
SFS
Shaker Financial Services
Virginia
-$1.19M
3
Wells Fargo
Wells Fargo
California
-$893K
4
SA
Strategic Advocates
Utah
-$463K
5
AOWM
Asset One Wealth Management
Washington
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
51
Fiduciary Alliance
South Carolina
$216K – – –
AHL
52
Abel Hall LLC
Louisiana
$211K – – –
CSP
53
Cary Street Partners
Virginia
$206K – – –
SC
54
Stance Capital
Massachusetts
$175K +$184K +8,708 New
WAM
55
Wolverine Asset Management
Illinois
$164K +$156K +7,381 +909%
UBS Group
56
UBS Group
Switzerland
$148K -$53.5K -2,526 -26%
IAIM
57
International Assets Investment Management
Florida
$138K – – –
TCM
58
Triumph Capital Management
Colorado
$106K +$17.5K +825 +19%
AF
59
Advisornet Financial
Minnesota
$106K +$21.6K +1,022 +24%
AUB
60
Atlantic Union Bankshares
Virginia
$90.3K – – –
GSWM
61
Golden State Wealth Management
California
$86K +$1.59K +75 +2%
HI
62
Harbour Investments
Wisconsin
$79.5K +$64.6K +3,050 +335%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$67.1K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$58.2K +$2.12K +100 +4%
HNB
65
Huntington National Bank
Ohio
$48.2K – – –
NSIM
66
North Star Investment Management
Illinois
$46.2K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$40.3K +$4.45K +210 +12%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$36.9K -$21 -1 -0.1%
WIM
69
Westside Investment Management
California
$33.5K – – –
AF
70
Allworth Financial
California
$27.7K – – –
MA
71
MCF Advisors
Kentucky
$24.7K – – –
GWM
72
Geneos Wealth Management
Colorado
$17.2K – – –
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$16.4K +$15.7K +741 +1,015%
KFAS
74
Keating Financial Advisory Services
Kansas
$15.1K – – –
CA
75
CoreCap Advisors
Michigan
$7.99K +$1.02K +48 +14%
1 2
3
4

DFP Hedge Fund Activity: Q1 2026 in Review

79 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2026, worth a combined $108M — down 4.2% from $113M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DFP and 4 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.89M. The largest seller was Guggenheim Capital, cutting an estimated $1.24M.

  • 79 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2026, down from 84 in Q4 2025.
  • Funds reported $108M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2026, down 4.2% quarter-over-quarter.
  • 4 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2026 and 8 closed out, a net change of -4 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2026 was Sit Investment Associates, an estimated $2.89M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2026 was Guggenheim Capital, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2026.