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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

72 hedge funds and large institutions have $99.2M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

4% more capital invested

Capital invested by funds: $95.6M → $99.2M (+$3.66M)

0.14% less ownership

Funds ownership: 23.32% → 23.18% (-0.14%)

3% less funds holding

Funds holding: 74 → 72 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.74M
2
RWM
Revisor Wealth Management
Ohio
+$864K
3
SA
Strategic Advocates
Utah
+$827K
4
Wells Fargo
Wells Fargo
California
+$757K
5
GC
Guggenheim Capital
Illinois
+$743K

Top Sellers

1
MP
Mangrove Partners
Connecticut
-$4.98M
2
WA
Whipplewood Advisors
Colorado
-$2.8M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$569K
4
Morgan Stanley
Morgan Stanley
New York
-$525K
5
IAA
Independent Advisor Alliance
North Carolina
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$164K -$4.06K -199 -2%
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$158K +$1.71K +84 +1%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$117K -$18.4K -903 -14%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$110K – – –
WAM
55
Wolverine Asset Management
Illinois
$104K +$87.6K +4,297 +499%
SPF
56
South Plains Financial
Texas
$81.4K – – –
GSWM
57
Golden State Wealth Management
California
$80.9K +$1.33K +65 +2%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$75.7K +$76.2K +3,738 New
SPIA
59
Steward Partners Investment Advisory
New York
$56.7K – – –
FFA
60
Farther Finance Advisors
California
$51.4K +$51.8K +2,541 New
Comerica Bank
61
Comerica Bank
Texas
$50.6K – – –
HNB
62
Huntington National Bank
Ohio
$48.6K – – –
NSIM
63
North Star Investment Management
Illinois
$44.5K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$44K -$14.9K -732 -25%
MIA
65
MeadowBrook Investment Advisors
Michigan
$35.8K – – –
GWM
66
Geneos Wealth Management
Colorado
$34.6K +$17.4K +855 +100%
WIM
67
Westside Investment Management
California
$33.7K – – –
IRC
68
Investors Research Corp
Georgia
$24.3K – – –
MA
69
MCF Advisors
Kentucky
$23.6K +$388 +19 +2%
HI
70
Harbour Investments
Wisconsin
$17.5K +$306 +15 +2%
AF
71
Allworth Financial
California
$15.4K – – –
SIS
72
Sound Income Strategies
Florida
$4.78K – – –
PWAM
73
Private Wealth Asset Management
Iowa
$2.02K +$2.04K +100 New
IAA
74
Independent Advisor Alliance
North Carolina
– -$364K -18,275 Closed
Millennium Management
75
Millennium Management
New York
– -$357K -17,890 Closed
1 2
3
4

DFP Hedge Fund Activity: Q1 2025 in Review

72 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2025, worth a combined $99.2M — up 3.8% from $95.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DFP and 7 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Pathstone Holdings, adding an estimated $3.74M. The largest seller was Mangrove Partners, cutting an estimated $4.98M.

  • 72 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2025, down from 74 in Q4 2024.
  • Funds reported $99.2M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 7 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2025 was Pathstone Holdings, an estimated $3.74M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2025 was Mangrove Partners, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2025.