DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

82 hedge funds and large institutions have $118M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.47M
2 -$1.33M
3 -$1.33M
4
LPL Financial
LPL Financial
California
-$989K
5
Morgan Stanley
Morgan Stanley
New York
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$258K
LFAS
52
Level Four Advisory Services
Texas
$249K
UBS Group
53
UBS Group
Switzerland
$248K
WLPWM
54
Walled Lake Planning & Wealth Management
Illinois
$237K
AHL
55
Abel Hall LLC
Louisiana
$227K
FA
56
Fiduciary Alliance
South Carolina
$224K
JWCA
57
J.W. Cole Advisors
Florida
$222K
MWM
58
MGB Wealth Management
Texas
$216K
SC
59
Stance Capital
Massachusetts
$182K
FFA
60
Farther Finance Advisors
California
$142K
AUB
61
Atlantic Union Bankshares
Virginia
$97.4K
AF
62
Advisornet Financial
Minnesota
$92K
TCM
63
Triumph Capital Management
Colorado
$92K
GSWM
64
Golden State Wealth Management
California
$89.4K
SPF
65
South Plains Financial
Texas
$87K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$72.4K
SPIA
67
Steward Partners Investment Advisory
New York
$60.8K
HNB
68
Huntington National Bank
Ohio
$51.9K
Comerica Bank
69
Comerica Bank
Texas
$47.6K
NSIM
70
North Star Investment Management
Illinois
$47.6K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$44K
WIM
72
Westside Investment Management
California
$36.1K
AF
73
Allworth Financial
California
$32K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$29.2K
MA
75
MCF Advisors
Kentucky
$26.1K