DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

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 9 closing their positions.

Holders
54
Holders Change
-6
Holders Change %
-10%
% 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
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$4.11M
2
WAM
2
Wolverine Asset Management
Illinois
$1.21M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.24M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.96M
5
RWA
5
Ropes Wealth Advisors
Massachusetts
$347K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$8.45M
2
CA
2
CoreCap Advisors
Michigan
$0
3
AWS
3
Atria Wealth Solutions
New York
$484K
4
BCP
4
Berkeley Capital Partners
Georgia
$0
5
IAP
5
Indie Asset Partners
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
51
MCF Advisors
Kentucky
$18K 965 +19 +2%
GWM
52
Geneos Wealth Management
Colorado
$16K 855 -945 -53%
APA
53
American Portfolios Advisors
New York
$7.06K 372 – –
WB
54
Webster Bank
Connecticut
$7K 377 – –
IA
55
IFP Advisors
Florida
$4K 166 – –
SIS
56
Sound Income Strategies
Florida
$4K 236 – –
CA
57
CoreCap Advisors
Michigan
– – -49,850 Closed
BCP
58
Berkeley Capital Partners
Georgia
– – -10,000 Closed
IAP
59
Indie Asset Partners
Indiana
– – -9,714 Closed
CG
60
Clarus Group
Texas
– – -9,692 Closed
CI
61
CX Institutional
Indiana
– – -3,790 Closed
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
– – -1,566 Closed
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
– – -1,009 Closed
FMP
64
Financial Management Professionals
Texas
– – -869 Closed
TCWM
65
Total Clarity Wealth Management
Illinois
– – -3 Closed
CFGS
66
Concourse Financial Group Securities
Alabama
– – – –
HI
67
Harbour Investments
Wisconsin
– – – –
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3