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 %
IAIM
76
International Assets Investment Management
Florida
– – -179,052 Closed
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
– – -26,396 Closed
KAS
78
Kestra Advisory Services
Texas
– – -22,201 Closed
LCM
79
Landscape Capital Management
New Jersey
– – -13,943 Closed
BW
80
Bison Wealth
Georgia
– – -10,350 Closed
ACP
81
Aviance Capital Partners
Florida
– – -9,425 Closed
GJWM
82
Gilliland Jeter Wealth Management
Arkansas
– – -5,371 Closed
PFA
83
Pathway Financial Advisers
Indiana
– – -2,968 Closed
Fidelity Investments
84
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
85
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4