DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

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.

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
1
Kovitz Investment Group Partners
Illinois
$4.91M
2
Cohen & Steers
2
Cohen & Steers
New York
$8.81M
3
GC
3
Guggenheim Capital
Illinois
$4.14M
4
Wells Fargo
4
Wells Fargo
California
$3.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.28M

Top Sellers

1
RL
1
RPO LLC
Connecticut
$0
2
BFM
2
Boothbay Fund Management
New York
$0
3
LCM
3
Landscape Capital Management
New Jersey
$300K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
SFS
5
Shaker Financial Services
Virginia
$953K
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$53.8K 2,500 – –
HNB
52
Huntington National Bank
Ohio
– – – –
NSIM
53
North Star Investment Management
Illinois
$47.3K 2,200 – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$46K 2,123 +179 +9%
SPIA
55
Steward Partners Investment Advisory
New York
$38.7K 1,800 – –
MIA
56
MeadowBrook Investment Advisors
Michigan
$26.2K 1,220 -365 -23%
IRC
57
Investors Research Corp
Georgia
$25.8K 1,200 – –
MA
58
MCF Advisors
Kentucky
$24.3K 1,129 +18 +2%
CA
59
CoreCap Advisors
Michigan
$18.6K 863 -2 -0.2%
GWM
60
Geneos Wealth Management
Colorado
$18.4K 855 – –
HI
61
Harbour Investments
Wisconsin
$18K 837 +14 +2%
Bessemer Group
62
Bessemer Group
New Jersey
$15K 685 +50 +8%
IAIM
63
International Assets Investment Management
Florida
$8.33K 179,052 +170,724 +2,050%
PWA
64
Provenance Wealth Advisors
Florida
$6.02K 280 +280 New
SIS
65
Sound Income Strategies
Florida
$5.08K 236 – –
AF
66
Allworth Financial
California
$2.15K 100 – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$22 1 +1 New
RL
68
RPO LLC
Connecticut
– – -166,051 Closed
BFM
69
Boothbay Fund Management
New York
– – -74,723 Closed
WAM
70
Wolverine Asset Management
Illinois
– – -47,006 Closed
RCM
71
Robinson Capital Management
Michigan
– – -16,025 Closed
IWC
72
Integrated Wealth Concepts
Massachusetts
– – -15,000 Closed
Nomura Holdings
73
Nomura Holdings
Japan
– – -12,188 Closed
FSI
74
Flow State Investments
Illinois
– – -10,803 Closed
CP
75
Camelot Portfolios
Ohio
– – -2,000 Closed
1 2
3
4