DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

60 hedge funds and large institutions have $56.3M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TWM
51
Tradition Wealth Management
Minnesota
$33K 1,902
US Bancorp
52
US Bancorp
Minnesota
$32.8K 1,880 +1,880 New
SWM
53
Spire Wealth Management
Virginia
$23.8K 1,365
IRC
54
Investors Research Corp
Georgia
$20.9K 1,200
OCM
55
Osterweis Capital Management
California
MA
56
MCF Advisors
Kentucky
$18K 1,035 +20 +2%
GWM
57
Geneos Wealth Management
Colorado
$14.9K 855
WB
58
Webster Bank
Connecticut
$6.57K 377
SIS
59
Sound Income Strategies
Florida
$4.12K 236
N
60
Natixis
France
$1.76K 101
AF
61
Allworth Financial
California
$1.74K 100
Fidelity Investments
62
Fidelity Investments
Massachusetts
$17 1 -6,697 -100%
Stifel Financial
63
Stifel Financial
Missouri
-42,947 Closed
VF
64
Virtu Financial
New York
-14,343 Closed
BAM
65
Belpointe Asset Management
Nevada
-2,252 Closed
S
66
SignatureFD
Georgia
-2,000 Closed
CFB
67
Cullen/Frost Bankers
Texas
-1,500 Closed
ASN
68
Advisory Services Network
Georgia
-365 Closed
AAS
69
Ameritas Advisory Services
Nebraska
-250 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
HI
71
Harbour Investments
Wisconsin