DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

66 hedge funds and large institutions have $53.1M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
17
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.38M
2
HBCM
2
Heron Bay Capital Management
Michigan
$1.85M
3
Cohen & Steers
3
Cohen & Steers
New York
$4.77M
4
Invesco
4
Invesco
Georgia
$4.96M
5
RJA
5
Raymond James & Associates
Florida
$8.94M

Top Sellers

1
RWA
1
Ropes Wealth Advisors
Massachusetts
$0
2
1W
2
1776 Wealth
Georgia
$1.66M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.67M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.85M
5
FFA
5
First Foundation Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
– – – –
BAM
52
Belpointe Asset Management
Nevada
$42.1K 2,252 +2,252 New
PTC
53
Private Trust Company
Ohio
$37K 2,000 – –
TWM
54
Tradition Wealth Management
Minnesota
$36K 1,902 – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$33K 1,775 +24 +1%
CFB
56
Cullen/Frost Bankers
Texas
$28.1K 1,500 – –
SWM
57
Spire Wealth Management
Virginia
$26K 1,365 – –
NSIM
58
North Star Investment Management
Illinois
$25.3K 1,350 – –
IRC
59
Investors Research Corp
Georgia
$22.5K 1,200 – –
OCM
60
Osterweis Capital Management
California
– – – –
MA
61
MCF Advisors
Kentucky
$18.7K 997 +32 +3%
GWM
62
Geneos Wealth Management
Colorado
$16K 855 – –
MSCM
63
McElhenny Sheffield Capital Management
Texas
$15K 800 +800 New
WB
64
Webster Bank
Connecticut
$7K 377 – –
ASN
65
Advisory Services Network
Georgia
$6.83K 365 +365 New
SIS
66
Sound Income Strategies
Florida
$4.42K 236 – –
PAG
67
Private Advisor Group
New Jersey
$2.23K 119,252 -7,794 -6%
N
68
Natixis
France
$1.89K 101 +101 New
RWA
69
Ropes Wealth Advisors
Massachusetts
– – -18,294 Closed
FFA
70
First Foundation Advisors
California
– – -11,143 Closed
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
– – -989 Closed
IA
72
IFP Advisors
Florida
– – -166 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
HI
74
Harbour Investments
Wisconsin
– – – –
1 2
3