DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

61 hedge funds and large institutions have $49.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$10M
2
HBCM
2
Heron Bay Capital Management
Michigan
$2.51M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$272K
4
VF
4
Virtu Financial
New York
$260K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$122K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.11M
2
Invesco
2
Invesco
Georgia
$3.84M
3
EC
3
Elequin Capital
New York
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFB
51
Cullen/Frost Bankers
Texas
$27.2K 1,500 – –
SWM
52
Spire Wealth Management
Virginia
$24.8K 1,365 – –
IRC
53
Investors Research Corp
Georgia
$21.8K 1,200 – –
OCM
54
Osterweis Capital Management
California
– – – –
MA
55
MCF Advisors
Kentucky
$18.4K 1,015 +18 +2%
GWM
56
Geneos Wealth Management
Colorado
$15.5K 855 – –
WB
57
Webster Bank
Connecticut
$6.85K 377 – –
ASN
58
Advisory Services Network
Georgia
$6.63K 365 – –
AAS
59
Ameritas Advisory Services
Nebraska
$4.49K 250 +250 New
SIS
60
Sound Income Strategies
Florida
$4.29K 236 – –
N
61
Natixis
France
$1.83K 101 – –
AF
62
Allworth Financial
California
$1.82K 100 +100 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.13K 62,356 +795 +1%
EC
64
Elequin Capital
New York
– – -27,718 Closed
Millennium Management
65
Millennium Management
New York
– – -25,573 Closed
IAIM
66
International Assets Investment Management
Florida
– – -19,479 Closed
SFS
67
Shaker Financial Services
Virginia
– – -15,729 Closed
RJT
68
Raymond James Trust
Florida
– – -11,978 Closed
WAM
69
Weiss Asset Management
Massachusetts
– – -11,100 Closed
MCC
70
Money Concepts Capital
Florida
– – -8,522 Closed
PTC
71
Private Trust Company
Ohio
– – -2,000 Closed
MSCM
72
McElhenny Sheffield Capital Management
Texas
– – -800 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
HI
74
Harbour Investments
Wisconsin
– – – –
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3