DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

68 hedge funds and large institutions have $82.6M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$956K
2
SWM
2
Spire Wealth Management
Virginia
$571K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$784K
4
PAG
4
Private Advisor Group
New Jersey
$2.17M
5
LPL Financial
5
LPL Financial
California
$5.91M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.27M
2
Millennium Management
2
Millennium Management
New York
$0
3
GC
3
Guggenheim Capital
Illinois
$974K
4
Ameriprise
4
Ameriprise
Minnesota
$1.47M
5
Cohen & Steers
5
Cohen & Steers
New York
$6.33M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$15.8M 523,660 -4,232 -0.8%
Cohen & Steers
2
Cohen & Steers
New York
$6.33M 210,196 -11,064 -5%
LPL Financial
3
LPL Financial
California
$5.91M 196,320 +11,379 +6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.67M 188,295 -8,114 -4%
OA
5
Oxbow Advisors
Texas
$4.98M 165,388 +160 +0.1%
Invesco
6
Invesco
Georgia
$3.99M 132,606 -688 -0.5%
1W
7
1776 Wealth
Georgia
$3.86M 129,146 -3,704 -3%
Wells Fargo
8
Wells Fargo
California
$3.45M 114,633 +5,095 +5%
Morgan Stanley
9
Morgan Stanley
New York
$2.46M 81,818 +6,068 +8%
PAG
10
Private Advisor Group
New Jersey
$2.17M 71,914 +15,875 +28%
JG
11
Jefferies Group
New York
$1.69M 56,001 -208 -0.4%
Ameriprise
12
Ameriprise
Minnesota
$1.47M 48,818 -12,553 -20%
MC
13
Mathes Company
New York
$1.44M 47,650 -10,500 -18%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.27M 42,285 -28,617 -40%
ATPW
15
Ashton Thomas Private Wealth
Arizona
$1.19M 39,477 +1,689 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.17M 38,886 -702 -2%
Stifel Financial
17
Stifel Financial
Missouri
$1.14M 37,795 +3,097 +9%
CF
18
Centaurus Financial
California
$1.06M 35,034 -595 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$978K 32,492 +9,492 +41%
GC
20
Guggenheim Capital
Illinois
$974K 32,350 -12,925 -29%
FFA
21
First Foundation Advisors
California
$972K 32,258 -8,544 -21%
SPIA
22
Steward Partners Investment Advisory
New York
$956K 31,736 +25,576 +415%
MWM
23
Meridian Wealth Management
Kentucky
$914K 30,332 -195 -0.6%
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$870K 28,896 +2,500 +9%
AHC
25
Adell Harriman & Carpenter
Texas
$795K 26,400 -2,450 -8%
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