DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

63 hedge funds and large institutions have $74.1M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-10
Holders Change %
-13.7%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
27
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CoreCap Advisors
Michigan
$1.17M
2
Invesco
2
Invesco
Georgia
$4.91M
3
WAM
3
Wolverine Asset Management
Illinois
$1.3M
4
Ameriprise
4
Ameriprise
Minnesota
$2.15M
5
CAN
5
Cetera Advisor Networks
California
$732K

Top Sellers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$0
2
ASFA
2
All Season Financial Advisors
Colorado
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$278K
4
SWM
4
Spire Wealth Management
Virginia
$133K
5
OA
5
Oxbow Advisors
Texas
$4.08M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
– – – –
SCA
52
Snowden Capital Advisors
New York
$76K 2,742 +2,742 New
EL
53
EMFO LLC
Florida
$60K 2,160 – –
GWM
54
Geneos Wealth Management
Colorado
$54K 1,965 – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$44K 1,568 +1,568 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$43K 1,552 +6 +0.4%
CFB
57
Cullen/Frost Bankers
Texas
$42K 1,500 – –
NSIM
58
North Star Investment Management
Illinois
$38K 1,350 +500 +59%
JRFS
59
James Reed Financial Services
Ohio
$35K 1,288 +1,288 New
IRC
60
Investors Research Corp
Georgia
$33K 1,200 – –
APA
61
American Portfolios Advisors
New York
$15.9K 572 – –
WB
62
Webster Bank
Connecticut
$10K 377 -123 -25%
SIS
63
Sound Income Strategies
Florida
$7K 236 -236 -50%
TCWM
64
Total Clarity Wealth Management
Illinois
$5K 178 – –
ATPW
65
Ashton Thomas Private Wealth
Arizona
– – -40,710 Closed
ASFA
66
All Season Financial Advisors
Colorado
– – -17,945 Closed
HI
67
Harbour Investments
Wisconsin
– – -8,720 Closed
GCP
68
Gill Capital Partners
Colorado
– – -7,134 Closed
GSWM
69
Golden State Wealth Management
California
– – -7,076 Closed
CI
70
CX Institutional
Indiana
– – -4,290 Closed
WLPWM
71
Walled Lake Planning & Wealth Management
Illinois
– – -3,850 Closed
FIA
72
FNY Investment Advisers
New York
– – -2,100 Closed
HA
73
Herold Advisors
New York
– – -1,000 Closed
MA
74
MCF Advisors
Kentucky
– – -896 Closed
Citigroup
75
Citigroup
New York
– – -756 Closed
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3
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