DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

69 hedge funds and large institutions have $84.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
26
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IAIM
51
International Assets Investment Management
Florida
$160K 8,328 +8,328 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$126K 6,575 +1,197 +22%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$105K 5,445 -4,000 -42%
GJWM
54
Gilliland Jeter Wealth Management
Arkansas
$103K 5,371
PFA
55
Pathway Financial Advisers
Indiana
$59.8K 3,116 +8 +0.3%
Comerica Bank
56
Comerica Bank
Texas
$48K 2,500
HNB
57
Huntington National Bank
Ohio
NSIM
58
North Star Investment Management
Illinois
$42.2K 2,200
CP
59
Camelot Portfolios
Ohio
$38.4K 2,000 +2,000 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$37K 1,944 +26 +1%
SPIA
61
Steward Partners Investment Advisory
New York
$34.6K 1,800
MIA
62
MeadowBrook Investment Advisors
Michigan
$30.4K 1,585
IRC
63
Investors Research Corp
Georgia
$23K 1,200
MA
64
MCF Advisors
Kentucky
$21.3K 1,111 +20 +2%
CA
65
CoreCap Advisors
Michigan
$16.6K 865
GWM
66
Geneos Wealth Management
Colorado
$16.4K 855
HI
67
Harbour Investments
Wisconsin
$15.8K 823 +14 +2%
Bessemer Group
68
Bessemer Group
New Jersey
$12K 635 +635 New
SIS
69
Sound Income Strategies
Florida
$4.54K 236
AF
70
Allworth Financial
California
$1.95K 100
RVPG
71
Relative Value Partners Group
-269,481 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
-1 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
KA
74
Kozak & Associates
Colorado