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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

54 hedge funds and large institutions have $46M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

0.05% less ownership

Funds ownership: 12.07% → 12.02% (-0.05%)

11% less funds holding

Funds holding: 61 → 54 (-7)

12% less capital invested

Capital invested by funds: $52.3M → $46M (-$6.27M)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
54
Holders Change
-7
Holders Change %
-11.48%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
24
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$1.5M
2
WAM
Wolverine Asset Management
Illinois
+$1.36M
3
Cohen & Steers
Cohen & Steers
New York
+$1.14M
4
Morgan Stanley
Morgan Stanley
New York
+$487K
5
RWA
Ropes Wealth Advisors
Massachusetts
+$393K

Top Sellers

1
IFG
Independent Financial Group
California
-$2.08M
2
RJA
Raymond James & Associates
Florida
-$1.62M
3
CA
CoreCap Advisors
Michigan
-$1.07M
4
AWS
Atria Wealth Solutions
New York
-$256K
5
BCP
Berkeley Capital Partners
Georgia
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
51
MCF Advisors
Kentucky
$18K +$408 +19 +2%
GWM
52
Geneos Wealth Management
Colorado
$16K -$20.3K -945 -53%
APA
53
American Portfolios Advisors
New York
$7.06K – – –
WB
54
Webster Bank
Connecticut
$7K – – –
IA
55
IFP Advisors
Florida
$4K – – –
SIS
56
Sound Income Strategies
Florida
$4K – – –
IFG
57
Independent Financial Group
California
– -$2.08M -96,583 Closed
CA
58
CoreCap Advisors
Michigan
– -$1.07M -49,850 Closed
BCP
59
Berkeley Capital Partners
Georgia
– -$215K -10,000 Closed
IAP
60
Indie Asset Partners
Indiana
– -$209K -9,714 Closed
CG
61
Clarus Group
Texas
– -$208K -9,692 Closed
CI
62
CX Institutional
Indiana
– -$81K -3,790 Closed
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
– -$34K -1,566 Closed
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
– -$21K -1,009 Closed
FMP
65
Financial Management Professionals
Texas
– -$19K -869 Closed
1 2
3

DFP Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q3 2022, worth a combined $46M — down 12% from $52.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DFP and 3 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 24 added.

The largest buyer was Invesco, adding an estimated $1.5M. The largest seller was Independent Financial Group, exiting entirely with an estimated $2.08M sold.

  • 54 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q3 2022, down from 61 in Q2 2022.
  • Funds reported $46M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q3 2022, down 12% quarter-over-quarter.
  • 3 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q3 2022 and 10 closed out, a net change of -7 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q3 2022 was Invesco, an estimated $1.5M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q3 2022 was Independent Financial Group, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2022.