DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

60 hedge funds and large institutions have $50.2M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$2.39M
2
ASFA
2
All Season Financial Advisors
Colorado
$345K
3
GC
3
Guggenheim Capital
Illinois
$873K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.12M
5
LPL Financial
5
LPL Financial
California
$4.74M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$757K
2
MWM
2
Meridian Wealth Management
Kentucky
$0
3
RJA
3
Raymond James & Associates
Florida
$11.2M
4
Bank of America
4
Bank of America
North Carolina
$173K
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$11.2M 520,503 -26,303 -5%
LPL Financial
2
LPL Financial
California
$4.74M 220,516 +4,105 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.65M 169,825 -6,977 -4%
Invesco
4
Invesco
Georgia
$3.15M 146,458 -8,384 -5%
Cohen & Steers
5
Cohen & Steers
New York
$2.52M 117,400 – –
PAG
6
Private Advisor Group
New Jersey
$2.39M 111,049 +19,507 +21%
1W
7
1776 Wealth
Georgia
$2.26M 105,348 -3,854 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1.73M 80,368 -4,036 -5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.2M 55,743 -605 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.12M 52,214 +4,289 +9%
CA
11
CoreCap Advisors
Michigan
$1.07M 49,850 -6,729 -12%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.04M 48,538 +2,705 +6%
Stifel Financial
13
Stifel Financial
Missouri
$933K 43,402 -625 -1%
MC
14
Mathes Company
New York
$910K 42,350 – –
GC
15
Guggenheim Capital
Illinois
$873K 40,624 +12,282 +43%
AWS
16
Atria Wealth Solutions
New York
$802K 37,302 -8,422 -18%
Ameriprise
17
Ameriprise
Minnesota
$759K 35,311 +937 +3%
OA
18
Oxbow Advisors
Texas
$757K 35,217 -229,065 -87%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$718K 33,391 – –
CF
20
Centaurus Financial
California
$699K 32,512 -113 -0.3%
WS
21
Wedbush Securities
California
$611K 28,452 +1,750 +7%
Wells Fargo
22
Wells Fargo
California
$607K 28,229 -8,216 -23%
MFG
23
Merit Financial Group
Georgia
$575K 26,755 +508 +2%
CAN
24
Cetera Advisor Networks
California
$509K 23,667 +1,012 +4%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$440K 20,453 -8,391 -29%
1
2 3