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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

55 hedge funds and large institutions have $60.4M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $55.6M → $60.4M (+$4.81M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

0.86% less ownership

Funds ownership: 14.2% → 13.34% (-0.86%)

2% less funds holding

Funds holding: 56 → 55 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
19
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$395K
2
Stifel Financial
Stifel Financial
Missouri
+$303K
3
BCP
Berkeley Capital Partners
Georgia
+$238K
4
CF
Centaurus Financial
California
+$232K
5
LPL Financial
LPL Financial
California
+$209K

Top Sellers

1
1W
1776 Wealth
Georgia
-$2.11M
2
Invesco
Invesco
Georgia
-$633K
3
RJA
Raymond James & Associates
Florida
-$616K
4
LCM
Landscape Capital Management
New Jersey
-$450K
5
FFA
First Foundation Advisors
California
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$4.87K – – –
TRCT
52
Tower Research Capital (TRC)
New York
$2K +$2.38K +100 New
JG
53
Jefferies Group
New York
$1.74K -$74.1K -3,111 -4%
FHA
54
Flagship Harbor Advisors
Massachusetts
$1K -$11.9K -500 -89%
SFS
55
Sowell Financial Services
Arkansas
$1K +$24 +1 +2%
TI
56
tru Independence
Oregon
$100 – – –
LCM
57
Landscape Capital Management
New Jersey
– -$450K -22,268 Closed
XF
58
XML Financial
Maryland
– -$226K -11,173 Closed
SMFS
59
Squar Milner Financial Services
California
– -$105K -5,200 Closed
CS
60
Capital Square
Tennessee
– -$72K -3,575 Closed
CAN
61
Claraphi Advisory Network
United States
– -$61K -3,021 Closed
ASN
62
Advisory Services Network
Georgia
– -$7K -365 Closed
1 2
3

DFP Hedge Fund Activity: Q2 2020 in Review

55 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q2 2020, worth a combined $60.4M — up 8.6% from $55.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DFP and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 19 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $395K. The largest seller was 1776 Wealth, cutting an estimated $2.11M.

  • 55 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q2 2020, down from 56 in Q1 2020.
  • Funds reported $60.4M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q2 2020, up 8.6% quarter-over-quarter.
  • 5 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q2 2020 and 6 closed out, a net change of -1 holder.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $395K added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q2 2020 was 1776 Wealth, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2020.