DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

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.

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.99%
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
Raymond James Financial
1
Raymond James Financial
Florida
$19.4M
2
WA
2
Whipplewood Advisors
Colorado
$2.8M
3
SAM
3
Smith Asset Management
Florida
$1.89M
4
GC
4
Guggenheim Capital
Illinois
$5.49M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$862K

Top Sellers

1
MP
1
Mangrove Partners
Connecticut
$5.75M
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$0
3
KAS
3
Kestra Advisory Services
Texas
$0
4
RWM
4
Revisor Wealth Management
Ohio
$485K
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$4.17M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
51
Stance Capital
Massachusetts
$159K 7,988 +7,988 New
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$154K 7,704 +7,704 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$133K 6,669 +1,104 +20%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$109K 5,445 – –
SPF
55
South Plains Financial
Texas
$80.2K 4,022 +4,022 New
GSWM
56
Golden State Wealth Management
California
$78.4K 3,931 +3,931 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$58K 2,884 +761 +36%
SPIA
58
Steward Partners Investment Advisory
New York
$55.8K 2,800 +1,000 +56%
Comerica Bank
59
Comerica Bank
Texas
$49.9K 2,500 – –
HNB
60
Huntington National Bank
Ohio
– – – –
NSIM
61
North Star Investment Management
Illinois
$43.9K 2,200 – –
MIA
62
MeadowBrook Investment Advisors
Michigan
$35.3K 1,770 +550 +45%
WIM
63
Westside Investment Management
California
$33.2K 1,667 +1,667 New
IRC
64
Investors Research Corp
Georgia
$23.9K 1,200 – –
MA
65
MCF Advisors
Kentucky
$22.9K 1,148 +19 +2%
WAM
66
Wolverine Asset Management
Illinois
$17.2K 861 +861 New
GWM
67
Geneos Wealth Management
Colorado
$17K 855 – –
HI
68
Harbour Investments
Wisconsin
$17K 851 +14 +2%
CA
69
CoreCap Advisors
Michigan
$16K 803 -60 -7%
AF
70
Allworth Financial
California
$15.9K 780 +680 +680%
Bessemer Group
71
Bessemer Group
New Jersey
$14K 690 +5 +0.7%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$13K 653 +653 New
PWA
73
Provenance Wealth Advisors
Florida
$5.58K 280 – –
SIS
74
Sound Income Strategies
Florida
$4.71K 236 – –
CAS
75
Coppell Advisory Solutions
Texas
$2.1K 108 +108 New
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3
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