We are live on ! Find out more
DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

63 hedge funds and large institutions have $74.2M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

23% more capital invested

Capital invested by funds: $60.4M → $74.2M (+$13.7M)

15% more funds holding

Funds holding: 5563 (+8)

0.82% more ownership

Funds ownership: 13.34%14.16% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
21
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$13.6M +$587K +22,455 +5%
Cohen & Steers
2
Cohen & Steers
New York
$6.04M
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.71M +$788K +30,134 +17%
LPL Financial
4
LPL Financial
California
$5.06M -$149K -5,695 -3%
OA
5
Oxbow Advisors
Texas
$4.7M -$76.1K -2,911 -2%
Invesco
6
Invesco
Georgia
$3.61M -$480K -18,380 -12%
1W
7
1776 Wealth
Georgia
$3.37M -$50K -1,912 -2%
Wells Fargo
8
Wells Fargo
California
$2.93M +$65K +2,487 +2%
PAG
9
Private Advisor Group
New Jersey
$2.59M +$64.3K +2,461 +3%
JG
10
Jefferies Group
New York
$2.21M +$250K +9,581 +13%
Morgan Stanley
11
Morgan Stanley
New York
$2.15M +$214K +8,193 +12%
MC
12
Mathes Company
New York
$1.98M -$45.7K -1,750 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.9M -$35K -1,341 -2%
GC
14
Guggenheim Capital
Illinois
$1.9M -$59K -2,257 -3%
FFA
15
First Foundation Advisors
California
$1.21M -$163K -6,244 -12%
CF
16
Centaurus Financial
California
$1.21M -$133K -5,092 -10%
ATPW
17
Ashton Thomas Private Wealth
Arizona
$1.03M +$985K +37,683 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$990K +$380K +14,530 +67%
AHC
19
Adell Harriman & Carpenter
Texas
$804K +$770K +29,450 New
MWM
20
Meridian Wealth Management
Kentucky
$782K +$47.9K +1,832 +7%
MFG
21
Merit Financial Group
Georgia
$773K +$143K +5,478 +24%
Stifel Financial
22
Stifel Financial
Missouri
$724K +$361K +13,794 +108%
NFG
23
Next Financial Group
Texas
$666K +$37K +1,417 +6%
Ameriprise
24
Ameriprise
Minnesota
$624K -$44K -1,682 -7%
CCM
25
Covington Capital Management
California
$622K

DFP Hedge Fund Activity: Q3 2020 in Review

63 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q3 2020, worth a combined $74.2M — up 23% from $60.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFP positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $985K. The largest seller was Invesco, cutting an estimated $480K.

  • 63 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q3 2020, up from 55 in Q2 2020.
  • Funds reported $74.2M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q3 2020, up 23% quarter-over-quarter.
  • 12 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q3 2020 and 4 closed out, a net change of +8 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q3 2020 was Ashton Thomas Private Wealth, an estimated $985K added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q3 2020 was Invesco, an estimated $480K sold.

Based on aggregated 13F filings for Q3 2020.