DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

61 hedge funds and large institutions have $69.2M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$6.88M
2
AWS
2
Atria Wealth Solutions
New York
$1.19M
3
GC
3
Guggenheim Capital
Illinois
$738K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$750K
5
RJA
5
Raymond James & Associates
Florida
$14.2M

Top Sellers

1
JG
1
Jefferies Group
New York
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$895K
4
1W
4
1776 Wealth
Georgia
$2.84M
5
Invesco
5
Invesco
Georgia
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
CFB
51
Cullen/Frost Bankers
Texas
$39K 1,500 – –
SWM
52
Spire Wealth Management
Virginia
$36K 1,365 -3,408 -71%
NSIM
53
North Star Investment Management
Illinois
$35K 1,350 – –
IRC
54
Investors Research Corp
Georgia
$31K 1,200 – –
HA
55
Herold Advisors
New York
$26K 1,000 +1,000 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$26K 989 +989 New
MA
57
MCF Advisors
Kentucky
$24K 928 +928 New
APA
58
American Portfolios Advisors
New York
$14.9K 572 – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$14K 556 +556 New
WB
60
Webster Bank
Connecticut
$10K 377 – –
SIS
61
Sound Income Strategies
Florida
$6K 236 – –
IA
62
IFP Advisors
Florida
$4K 166 +166 New
JG
63
Jefferies Group
New York
– – -54,359 Closed
WAM
64
Wolverine Asset Management
Illinois
– – -46,736 Closed
Creative Planning
65
Creative Planning
Kansas
– – -17,066 Closed
AF
66
Advisornet Financial
Minnesota
– – -15,235 Closed
NA
67
NewEdge Advisors
Louisiana
– – -8,865 Closed
SCA
68
Snowden Capital Advisors
New York
– – -2,742 Closed
EL
69
EMFO LLC
Florida
– – -2,160 Closed
JRFS
70
James Reed Financial Services
Ohio
– – -1,288 Closed
TCWM
71
Total Clarity Wealth Management
Illinois
– – -178 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
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