We are live on ! Find out more
DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

62 hedge funds and large institutions have $69.6M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

0.74% less ownership

Funds ownership: 14%13.26% (-0.74%)

3% less funds holding

Funds holding: 6462 (-2)

7% less capital invested

Capital invested by funds: $74.5M → $69.6M (-$4.84M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
24
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$14.2M +$434K +16,537 +3%
OA
2
Oxbow Advisors
Texas
$6.88M +$3.09M +117,458 +80%
LPL Financial
3
LPL Financial
California
$5.63M -$19.5K -743 -0.3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.6M -$191K -7,287 -4%
Invesco
5
Invesco
Georgia
$4.03M -$574K -21,837 -12%
Cohen & Steers
6
Cohen & Steers
New York
$3.06M +$356K +13,559 +13%
1W
7
1776 Wealth
Georgia
$2.84M -$581K -22,116 -17%
PAG
8
Private Advisor Group
New Jersey
$2.38M +$27K +1,026 +1%
Morgan Stanley
9
Morgan Stanley
New York
$2.2M +$139K +5,274 +7%
CA
10
CoreCap Advisors
Michigan
$1.47M +$380K +14,451 +34%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.47M +$161K +6,117 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.25M +$76.1K +2,895 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.19M +$82.9K +3,157 +7%
AWS
14
Atria Wealth Solutions
New York
$1.19M +$1.2M +45,724 New
Stifel Financial
15
Stifel Financial
Missouri
$1.15M +$51.5K +1,959 +5%
MC
16
Mathes Company
New York
$1.1M
Wells Fargo
17
Wells Fargo
California
$949K -$80.6K -3,066 -8%
Ameriprise
18
Ameriprise
Minnesota
$895K -$1.13M -43,171 -56%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$870K
CF
20
Centaurus Financial
California
$850K +$8.28K +315 +1%
MWM
21
Meridian Wealth Management
Kentucky
$820K +$11.8K +451 +1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$750K +$495K +18,844 +188%
GC
23
Guggenheim Capital
Illinois
$738K +$525K +19,987 +239%
WS
24
Wedbush Securities
California
$695K
MFG
25
Merit Financial Group
Georgia
$683K +$2.55K +97 +0.4%

DFP Hedge Fund Activity: Q1 2022 in Review

62 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2022, worth a combined $69.6M — down 6.5% from $74.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DFP and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 24 added.

The largest buyer was Oxbow Advisors, adding an estimated $3.09M. The largest seller was Jefferies Group, exiting entirely with an estimated $1.51M sold.

  • 62 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2022, down from 64 in Q4 2021.
  • Funds reported $69.6M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 8 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2022 and 9 closed out, a net change of -1 holder.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2022 was Oxbow Advisors, an estimated $3.09M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2022 was Jefferies Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2022.