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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

66 hedge funds and large institutions have $94.1M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $84.7M → $94.1M (+$9.37M)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0.7% more ownership

Funds ownership: 21.46% → 22.16% (+0.7%)

4% less funds holding

Funds holding: 69 → 66 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
23
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$4.61M
2
IAIM
International Assets Investment Management
Florida
+$3.43M
3
Cohen & Steers
Cohen & Steers
New York
+$1.33M
4
GC
Guggenheim Capital
Illinois
+$1.27M
5
Wells Fargo
Wells Fargo
California
+$770K

Top Sellers

1
RL
RPO LLC
Connecticut
-$3.19M
2
BFM
Boothbay Fund Management
New York
-$1.43M
3
LCM
Landscape Capital Management
New Jersey
-$1.02M
4
WAM
Wolverine Asset Management
Illinois
-$903K
5
SFS
Shaker Financial Services
Virginia
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$53.8K – – –
HNB
52
Huntington National Bank
Ohio
$51.6K – – –
NSIM
53
North Star Investment Management
Illinois
$47.3K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$46K +$3.6K +179 +9%
SPIA
55
Steward Partners Investment Advisory
New York
$38.7K – – –
MIA
56
MeadowBrook Investment Advisors
Michigan
$26.2K -$7.34K -365 -23%
IRC
57
Investors Research Corp
Georgia
$25.8K – – –
MA
58
MCF Advisors
Kentucky
$24.3K +$362 +18 +2%
CA
59
CoreCap Advisors
Michigan
$18.6K -$40 -2 -0.2%
GWM
60
Geneos Wealth Management
Colorado
$18.4K – – –
HI
61
Harbour Investments
Wisconsin
$18K +$282 +14 +2%
Bessemer Group
62
Bessemer Group
New Jersey
$15K +$1K +50 +8%
IAIM
63
International Assets Investment Management
Florida
$8.33K +$3.43M +170,724 +2,050%
PWA
64
Provenance Wealth Advisors
Florida
$6.02K +$5.63K +280 New
SIS
65
Sound Income Strategies
Florida
$5.08K – – –
AF
66
Allworth Financial
California
$2.15K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$22 +$20 +1 New
RL
68
RPO LLC
Connecticut
– -$3.19M -166,051 Closed
BFM
69
Boothbay Fund Management
New York
– -$1.43M -74,723 Closed
WAM
70
Wolverine Asset Management
Illinois
– -$903K -47,006 Closed
RCM
71
Robinson Capital Management
Michigan
– -$308K -16,025 Closed
IWC
72
Integrated Wealth Concepts
Massachusetts
– -$288K -15,000 Closed
Nomura Holdings
73
Nomura Holdings
Japan
– -$234K -12,188 Closed
FSI
74
Flow State Investments
Illinois
– -$207K -10,803 Closed
CP
75
Camelot Portfolios
Ohio
– -$38.4K -2,000 Closed
1 2
3

DFP Hedge Fund Activity: Q3 2024 in Review

66 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q3 2024, worth a combined $94.1M — up 11% from $84.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DFP and 5 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 23 added.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $4.61M. The largest seller was RPO LLC, exiting entirely with an estimated $3.19M sold.

  • 66 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q3 2024, down from 69 in Q2 2024.
  • Funds reported $94.1M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q3 2024, up 11% quarter-over-quarter.
  • 5 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $4.61M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q3 2024 was RPO LLC, an estimated $3.19M sold.

Based on aggregated 13F filings for Q3 2024.