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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

67 hedge funds and large institutions have $86.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

6% more capital invested

Capital invested by funds: $81.7M → $86.7M (+$5.01M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.77% less ownership

Funds ownership: 22.84% → 22.06% (-0.77%)

1% less funds holding

Funds holding: 68 → 67 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
26
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.47M
2
Wells Fargo
Wells Fargo
California
+$931K
3
RWM
Revisor Wealth Management
Ohio
+$695K
4
SFS
Shaker Financial Services
Virginia
+$556K
5
LPL Financial
LPL Financial
California
+$463K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.84M
2
RL
RPO LLC
Connecticut
-$1.06M
3
BFM
Boothbay Fund Management
New York
-$479K
4
Ameriprise
Ameriprise
Minnesota
-$392K
5
LSC
Logan Stone Capital
Illinois
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$181K -$92.9K -5,000 -35%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$103K +$1.67K +90 +2%
GJWM
53
Gilliland Jeter Wealth Management
Arkansas
$103K +$99.8K +5,371 New
PFA
54
Pathway Financial Advisers
Indiana
$59.6K -$3.75K -202 -6%
Comerica Bank
55
Comerica Bank
Texas
$47.9K – – –
HNB
56
Huntington National Bank
Ohio
$46K – – –
NSIM
57
North Star Investment Management
Illinois
$42.2K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$37K +$687 +37 +2%
SPIA
59
Steward Partners Investment Advisory
New York
$34.5K – – –
MIA
60
MeadowBrook Investment Advisors
Michigan
$30.4K -$7.99K -430 -21%
IRC
61
Investors Research Corp
Georgia
$23K – – –
MA
62
MCF Advisors
Kentucky
$20.9K +$446 +24 +2%
CA
63
CoreCap Advisors
Michigan
$16.6K +$16.1K +865 New
GWM
64
Geneos Wealth Management
Colorado
$16.4K – – –
HI
65
Harbour Investments
Wisconsin
$15.5K +$15K +809 New
SIS
66
Sound Income Strategies
Florida
$4.53K – – –
AF
67
Allworth Financial
California
$1.92K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$19 +$19 +1 New
LSC
69
Logan Stone Capital
Illinois
– -$373K -21,030 Closed
EC
70
Elequin Capital
New York
– -$156K -8,762 Closed
MSWM
71
McGlone Suttner Wealth Management
Wisconsin
– -$62.6K -3,528 Closed
TC
72
Truvestments Capital
Florida
– -$62.1K -3,500 Closed
TWM
73
Tradition Wealth Management
Minnesota
– -$34K -1,902 Closed
ASN
74
Advisory Services Network
Georgia
– -$6.48K -365 Closed
1 2
3

DFP Hedge Fund Activity: Q1 2024 in Review

67 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2024, worth a combined $86.7M — up 6.1% from $81.7M a quarter earlier.

Fund positioning in DFP was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 26 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.47M. The largest seller was Morgan Stanley, cutting an estimated $3.84M.

  • 67 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2024, down from 68 in Q4 2023.
  • Funds reported $86.7M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2024, up 6.1% quarter-over-quarter.
  • 6 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2024 was Raymond James & Associates, an estimated $1.47M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $3.84M sold.

Based on aggregated 13F filings for Q1 2024.