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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

61 hedge funds and large institutions have $52.3M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% less ownership

Funds ownership: 13.26%12.07% (-1.2%)

2% less funds holding

Funds holding: 6261 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

25% less capital invested

Capital invested by funds: $69.6M → $52.3M (-$17.3M)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$11.2M -$609K -26,303 -5%
LPL Financial
2
LPL Financial
California
$4.74M +$95.1K +4,105 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.65M -$162K -6,977 -4%
Invesco
4
Invesco
Georgia
$3.15M -$194K -8,384 -5%
Cohen & Steers
5
Cohen & Steers
New York
$2.52M
PAG
6
Private Advisor Group
New Jersey
$2.39M +$452K +19,507 +21%
1W
7
1776 Wealth
Georgia
$2.26M -$89.2K -3,854 -4%
IFG
8
Independent Financial Group
California
$2.08M +$1.86M +80,244 +491%
Morgan Stanley
9
Morgan Stanley
New York
$1.73M -$93.5K -4,036 -5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.2M -$14K -605 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.12M +$99.3K +4,289 +9%
CA
12
CoreCap Advisors
Michigan
$1.07M -$156K -6,729 -12%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.04M +$62.6K +2,705 +6%
Stifel Financial
14
Stifel Financial
Missouri
$933K -$14.5K -625 -1%
MC
15
Mathes Company
New York
$910K
GC
16
Guggenheim Capital
Illinois
$873K +$284K +12,282 +43%
AWS
17
Atria Wealth Solutions
New York
$802K -$195K -8,422 -18%
Ameriprise
18
Ameriprise
Minnesota
$759K +$21.7K +937 +3%
OA
19
Oxbow Advisors
Texas
$757K -$5.3M -229,065 -87%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$718K
CF
21
Centaurus Financial
California
$699K -$2.62K -113 -0.3%
WS
22
Wedbush Securities
California
$611K +$40.5K +1,750 +7%
Wells Fargo
23
Wells Fargo
California
$607K -$190K -8,216 -23%
MFG
24
Merit Financial Group
Georgia
$575K +$11.8K +508 +2%
CAN
25
Cetera Advisor Networks
California
$509K +$23.4K +1,012 +4%

DFP Hedge Fund Activity: Q2 2022 in Review

61 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q2 2022, worth a combined $52.3M — down 25% from $69.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DFP and 5 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 17 added.

The largest buyer was Independent Financial Group, adding an estimated $1.86M. The largest seller was Oxbow Advisors, cutting an estimated $5.3M.

  • 61 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q2 2022, down from 62 in Q1 2022.
  • Funds reported $52.3M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q2 2022, down 25% quarter-over-quarter.
  • 5 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q2 2022 and 6 closed out, a net change of -1 holder.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q2 2022 was Independent Financial Group, an estimated $1.86M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q2 2022 was Oxbow Advisors, an estimated $5.3M sold.

Based on aggregated 13F filings for Q2 2022.