DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

62 hedge funds and large institutions have $58.3M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RL
1
RPO LLC
Connecticut
$1.45M
2
Ameriprise
2
Ameriprise
Minnesota
$3.47M
3
RJA
3
Raymond James & Associates
Florida
$10.3M
4
RWM
4
Revisor Wealth Management
Ohio
$936K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.83M

Top Sellers

1
HBCM
1
Heron Bay Capital Management
Michigan
$0
2
1W
2
1776 Wealth
Georgia
$0
3
PAG
3
Private Advisor Group
New Jersey
$727K
4
OA
4
Oxbow Advisors
Texas
$0
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
– – – –
NSIM
52
North Star Investment Management
Illinois
$35.2K 2,100 – –
TWM
53
Tradition Wealth Management
Minnesota
$32K 1,902 – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$31K 1,850 -730 -28%
SPIA
55
Steward Partners Investment Advisory
New York
$30.2K 1,800 -1,306 -42%
IRC
56
Investors Research Corp
Georgia
$20.1K 1,200 – –
OCM
57
Osterweis Capital Management
California
– – – –
MA
58
MCF Advisors
Kentucky
$17.6K 1,047 +12 +1%
EC
59
Elequin Capital
New York
$17.2K 1,026 +1,026 New
GWM
60
Geneos Wealth Management
Colorado
$14.3K 855 – –
WB
61
Webster Bank
Connecticut
$6.32K 377 – –
SIS
62
Sound Income Strategies
Florida
$3.97K 236 – –
AF
63
Allworth Financial
California
$1.68K 100 – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$17 1 – –
HBCM
65
Heron Bay Capital Management
Michigan
– – -130,960 Closed
1W
66
1776 Wealth
Georgia
– – -80,950 Closed
OA
67
Oxbow Advisors
Texas
– – -36,587 Closed
WP
68
Woodline Partners
California
– – -18,327 Closed
AHC
69
Adell Harriman & Carpenter
Texas
– – -10,700 Closed
US Bancorp
70
US Bancorp
Minnesota
– – -1,880 Closed
SWM
71
Spire Wealth Management
Virginia
– – -1,365 Closed
N
72
Natixis
France
– – -101 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
1 2
3