DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHL
51
Abel Hall LLC
Louisiana
$216K
FA
52
Fiduciary Alliance
South Carolina
$212K
LFAS
53
Level Four Advisory Services
Texas
$200K
UBS Group
54
UBS Group
Switzerland
$182K
TSMHT
55
Thurston Springer Miller Herd & Titak
Indiana
$162K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$112K
AF
57
Advisornet Financial
Minnesota
$87.3K
GSWM
58
Golden State Wealth Management
California
$83.4K
SPF
59
South Plains Financial
Texas
$82.5K
SPIA
60
Steward Partners Investment Advisory
New York
$57.5K
FFA
61
Farther Finance Advisors
California
$52.2K
HNB
62
Huntington National Bank
Ohio
$49.3K
Comerica Bank
63
Comerica Bank
Texas
$45.2K
NSIM
64
North Star Investment Management
Illinois
$45.2K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$44K
WIM
66
Westside Investment Management
California
$34.2K
AF
67
Allworth Financial
California
$30.4K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$26K
MA
69
MCF Advisors
Kentucky
$24.4K
HI
70
Harbour Investments
Wisconsin
$18.1K
GWM
71
Geneos Wealth Management
Colorado
$17.6K
NFSG
72
Newbridge Financial Services Group
Florida
$10.3K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$8.21K
SIS
74
Sound Income Strategies
Florida
$4.84K
EC
75
Elequin Capital
New York
$739