DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

68 hedge funds and large institutions have $81.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.3M
2
RVPG
2
Relative Value Partners Group
$4.85M
3
RL
3
RPO LLC
Connecticut
$3.96M
4
1W
4
1776 Wealth
Georgia
$1.18M
5
BFM
5
Boothbay Fund Management
New York
$1.78M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.24M
2
BPA
2
Beacon Pointe Advisors
California
$0
3
WAM
3
Wolverine Asset Management
Illinois
$565K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.23M
5
WLPWM
5
Walled Lake Planning & Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$106K 5,953 -1,560 -21%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$93.9K 5,288 -1,417 -21%
MSWM
53
McGlone Suttner Wealth Management
Wisconsin
$62.6K 3,528 +3,528 New
TC
54
Truvestments Capital
Florida
$62.1K 3,500 +3,500 New
PFA
55
Pathway Financial Advisers
Indiana
$58.7K 3,310 -551 -14%
Comerica Bank
56
Comerica Bank
Texas
$44.4K 2,500 – –
HNB
57
Huntington National Bank
Ohio
– – – –
NSIM
58
North Star Investment Management
Illinois
$39.1K 2,200 +100 +5%
MIA
59
MeadowBrook Investment Advisors
Michigan
$35.8K 2,015 +2,015 New
TWM
60
Tradition Wealth Management
Minnesota
$34K 1,902 – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$33K 1,881 +31 +2%
SPIA
62
Steward Partners Investment Advisory
New York
$32K 1,800 – –
IRC
63
Investors Research Corp
Georgia
$21.3K 1,200 – –
MA
64
MCF Advisors
Kentucky
$18.9K 1,067 +20 +2%
OCM
65
Osterweis Capital Management
California
– – – –
GWM
66
Geneos Wealth Management
Colorado
$15.2K 855 – –
BWM
67
Baystate Wealth Management
Massachusetts
$8.93K 502 +502 New
ASN
68
Advisory Services Network
Georgia
$6.48K 365 +365 New
SIS
69
Sound Income Strategies
Florida
$4.2K 236 – –
AF
70
Allworth Financial
California
$1.78K 100 – –
BPA
71
Beacon Pointe Advisors
California
– – -28,982 Closed
WLPWM
72
Walled Lake Planning & Wealth Management
Illinois
– – -14,375 Closed
HighTower Advisors
73
HighTower Advisors
Illinois
– – -12,234 Closed
ACP
74
Aviance Capital Partners
Florida
– – -11,225 Closed
WB
75
Webster Bank
Connecticut
– – -377 Closed
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