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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

71 hedge funds and large institutions have $77.9M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 68 → 71 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.44% less ownership

Funds ownership: 14.29% → 13.85% (-0.44%)

6% less capital invested

Capital invested by funds: $82.6M → $77.9M (-$4.69M)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
32
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$444K
2
CAN
Cetera Advisor Networks
California
+$412K
3
Ameriprise
Ameriprise
Minnesota
+$323K
4
WS
Wedbush Securities
California
+$262K
5
WAM
Wolverine Asset Management
Illinois
+$248K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$2.22M
2
Wells Fargo
Wells Fargo
California
-$1.9M
3
SPIA
Steward Partners Investment Advisory
New York
-$739K
4
GC
Guggenheim Capital
Illinois
-$402K
5
FFA
First Foundation Advisors
California
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$206K -$739K -24,714 -78%
BBA
52
BLB&B Advisors
Pennsylvania
$206K +$4.49K +150 +2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$128K +$1.65K +55 +1%
CI
54
CX Institutional
Indiana
$126K +$128K +4,290 New
WLPWM
55
Walled Lake Planning & Wealth Management
Illinois
$113K – – –
HNB
56
Huntington National Bank
Ohio
$82K – – –
GWM
57
Geneos Wealth Management
Colorado
$67K -$9.66K -323 -12%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$150 +5 +0.3%
CFB
60
Cullen/Frost Bankers
Texas
$44K – – –
IRC
61
Investors Research Corp
Georgia
$35K – – –
Citigroup
62
Citigroup
New York
$29K – – –
MA
63
MCF Advisors
Kentucky
$26K +$419 +14 +2%
NSIM
64
North Star Investment Management
Illinois
$25K +$10.5K +350 +70%
AWA
65
Arkadios Wealth Advisors
Georgia
$20K +$17.1K +572 +409%
APA
66
American Portfolios Advisors
New York
$16.7K +$11.1K +372 +186%
WB
67
Webster Bank
Connecticut
$15K – – –
TFS
68
TrustCore Financial Services
Tennessee
$15K +$15K +500 New
SIS
69
Sound Income Strategies
Florida
$14K +$14.1K +472 New
ASN
70
Advisory Services Network
Georgia
$11K +$10.9K +365 New
DOA
71
D'Orazio & Associates
Virginia
$7K – – –
ANBT
72
American National Bank & Trust
Texas
$5K -$5.09K -170 -50%
VBCG
73
Valley Brook Capital Group
Pennsylvania
– -$160K -5,320 Closed
IAIM
74
International Assets Investment Management
Florida
– -$62K -2,122 Closed
EVM
75
Eaton Vance Management
Massachusetts
– -$30K -1,000 Closed
1 2
3
4

DFP Hedge Fund Activity: Q2 2021 in Review

71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q2 2021, worth a combined $77.9M — down 5.7% from $82.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFP positions and 4 closed out — a net gain of 3 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Invesco, adding an estimated $444K. The largest seller was Cohen & Steers, cutting an estimated $2.22M.

  • 71 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q2 2021, up from 68 in Q1 2021.
  • Funds reported $77.9M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q2 2021, down 5.7% quarter-over-quarter.
  • 7 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q2 2021 and 4 closed out, a net change of +3 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q2 2021 was Invesco, an estimated $444K added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q2 2021 was Cohen & Steers, an estimated $2.22M sold.

Based on aggregated 13F filings for Q2 2021.