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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

56 hedge funds and large institutions have $55.6M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

2% more funds holding

Funds holding: 55 → 56 (+1)

0.84% more ownership

Funds ownership: 13.36% → 14.2% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less capital invested

Capital invested by funds: $68.4M → $55.6M (-$12.8M)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
20
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1W
1776 Wealth
Georgia
+$3.12M
2
PAG
Private Advisor Group
New Jersey
+$1.39M
3
LCM
Landscape Capital Management
New Jersey
+$557K
4
CF
Centaurus Financial
California
+$491K
5
JG
Jefferies Group
New York
+$462K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.05M
2
UBS Group
UBS Group
Switzerland
-$845K
3
ARM
Adirondack Research & Management
New York
-$567K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$468K
5
SFS
Shaker Financial Services
Virginia
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$11K +$14.1K +562 New
FMP
52
Financial Management Professionals
Texas
$9K -$12.5K -500 -53%
ANBT
53
American National Bank & Trust
Texas
$7K +$8.5K +340 New
ASN
54
Advisory Services Network
Georgia
$7K +$9.13K +365 New
APA
55
American Portfolios Advisors
New York
$4.05K – – –
SFS
56
Sowell Financial Services
Arkansas
$1K +$25 +1 +2%
TI
57
tru Independence
Oregon
$83 – – –
ARM
58
Adirondack Research & Management
New York
– -$567K -25,350 Closed
SFS
59
Shaker Financial Services
Virginia
– -$391K -14,607 Closed
Stifel Financial
60
Stifel Financial
Missouri
– -$323K -12,026 Closed
BBA
61
BLB&B Advisors
Pennsylvania
– -$224K -8,388 Closed
SIAP
62
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$133K -5,000 Closed
FIA
63
FNY Investment Advisers
New York
– -$127K -4,756 Closed
RIA
64
Realta Investment Advisors
Delaware
– -$45K -1,699 Closed
1 2
3

DFP Hedge Fund Activity: Q1 2020 in Review

56 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2020, worth a combined $55.6M — down 19% from $68.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DFP positions and 8 closed out — a net gain of 3 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was 1776 Wealth, adding an estimated $3.12M. The largest seller was Cohen & Steers, cutting an estimated $1.05M.

  • 56 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2020, up from 55 in Q4 2019.
  • Funds reported $55.6M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2020, down 19% quarter-over-quarter.
  • 11 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2020 and 8 closed out, a net change of +3 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2020 was 1776 Wealth, an estimated $3.12M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2020 was Cohen & Steers, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2020.