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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

74 hedge funds and large institutions have $95.6M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

12% more funds holding

Funds holding: 66 → 74 (+8)

1.16% more ownership

Funds ownership: 22.16% → 23.32% (+1.2%)

2% more capital invested

Capital invested by funds: $94.1M → $95.6M (+$1.51M)

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.71M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$889K
3
Cohen & Steers
Cohen & Steers
New York
+$865K
4
SIA
Sit Investment Associates
Minnesota
+$780K
5
SFS
Shaker Financial Services
Virginia
+$637K

Top Sellers

1
MP
Mangrove Partners
Connecticut
-$3.53M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$568K
3
KAS
Kestra Advisory Services
Texas
-$477K
4
RWM
Revisor Wealth Management
Ohio
-$471K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$420K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Stance Capital
Massachusetts
$159K +$164K +7,988 New
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$154K +$159K +7,704 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$133K +$22.7K +1,104 +20%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$109K – – –
SPF
55
South Plains Financial
Texas
$80.2K +$82.8K +4,022 New
GSWM
56
Golden State Wealth Management
California
$78.4K +$80.9K +3,931 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$58K +$15.7K +761 +36%
SPIA
58
Steward Partners Investment Advisory
New York
$55.8K +$20.6K +1,000 +56%
Comerica Bank
59
Comerica Bank
Texas
$49.9K – – –
HNB
60
Huntington National Bank
Ohio
$47.9K – – –
NSIM
61
North Star Investment Management
Illinois
$43.9K – – –
MIA
62
MeadowBrook Investment Advisors
Michigan
$35.3K +$11.3K +550 +45%
WIM
63
Westside Investment Management
California
$33.2K +$34.3K +1,667 New
IRC
64
Investors Research Corp
Georgia
$23.9K – – –
MA
65
MCF Advisors
Kentucky
$22.9K +$391 +19 +2%
WAM
66
Wolverine Asset Management
Illinois
$17.2K +$17.7K +861 New
GWM
67
Geneos Wealth Management
Colorado
$17K – – –
HI
68
Harbour Investments
Wisconsin
$17K +$288 +14 +2%
CA
69
CoreCap Advisors
Michigan
$16K -$1.24K -60 -7%
AF
70
Allworth Financial
California
$15.9K +$14K +680 +680%
Bessemer Group
71
Bessemer Group
New Jersey
$14K +$103 +5 +0.7%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$13K +$13.4K +653 New
PWA
73
Provenance Wealth Advisors
Florida
$5.58K – – –
SIS
74
Sound Income Strategies
Florida
$4.71K – – –
CAS
75
Coppell Advisory Solutions
Texas
$2.1K +$2.22K +108 New
1 2
3
4

DFP Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q4 2024, worth a combined $95.6M — up 1.6% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFP positions and 9 closed out — a net gain of 11 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.71M. The largest seller was Mangrove Partners, cutting an estimated $3.53M.

  • 74 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $95.6M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 20 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.71M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q4 2024 was Mangrove Partners, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2024.