DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$206K 7,022 -24,714 -78%
BBA
52
BLB&B Advisors
Pennsylvania
$206K 7,038 +150 +2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$128K 4,380 +55 +1%
CI
54
CX Institutional
Indiana
$126K 4,290 +4,290 New
WLPWM
55
Walled Lake Planning & Wealth Management
Illinois
$113K 3,850
HNB
56
Huntington National Bank
Ohio
GWM
57
Geneos Wealth Management
Colorado
$67K 2,287 -323 -12%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$45K 1,545
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$45K 1,540 +5 +0.3%
CFB
60
Cullen/Frost Bankers
Texas
$44K 1,500
IRC
61
Investors Research Corp
Georgia
$35K 1,200
Citigroup
62
Citigroup
New York
$29K 1,000
MA
63
MCF Advisors
Kentucky
$26K 881 +14 +2%
NSIM
64
North Star Investment Management
Illinois
$25K 850 +350 +70%
AWA
65
Arkadios Wealth Advisors
Georgia
$20K 712 +572 +409%
APA
66
American Portfolios Advisors
New York
$16.7K 572 +372 +186%
WB
67
Webster Bank
Connecticut
$15K 500
TFS
68
TrustCore Financial Services
Tennessee
$15K 500 +500 New
SIS
69
Sound Income Strategies
Florida
$14K 472 +472 New
ASN
70
Advisory Services Network
Georgia
$11K 365 +365 New
DOA
71
D'Orazio & Associates
Virginia
$7K 251
ANBT
72
American National Bank & Trust
Texas
$5K 170 -170 -50%
VBCG
73
Valley Brook Capital Group
Pennsylvania
-5,320 Closed
IAIM
74
International Assets Investment Management
Florida
-2,122 Closed
EVM
75
Eaton Vance Management
Massachusetts
-1,000 Closed