DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

66 hedge funds and large institutions have $53.1M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
17
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.38M
2
HBCM
2
Heron Bay Capital Management
Michigan
$1.85M
3
Cohen & Steers
3
Cohen & Steers
New York
$4.77M
4
Invesco
4
Invesco
Georgia
$4.96M
5
RJA
5
Raymond James & Associates
Florida
$8.94M

Top Sellers

1
RWA
1
Ropes Wealth Advisors
Massachusetts
$0
2
1W
2
1776 Wealth
Georgia
$1.66M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.67M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.85M
5
FFA
5
First Foundation Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$8.94M 477,822 +32,818 +7%
Invesco
2
Invesco
Georgia
$4.96M 264,909 +48,566 +22%
Cohen & Steers
3
Cohen & Steers
New York
$4.77M 254,892 +84,152 +49%
LPL Financial
4
LPL Financial
California
$4.28M 228,973 -7,736 -3%
Ameriprise
5
Ameriprise
Minnesota
$3.38M 180,929 +152,721 +541%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.85M 152,130 -12,662 -8%
HBCM
7
Heron Bay Capital Management
Michigan
$1.85M 98,667 +98,667 New
Morgan Stanley
8
Morgan Stanley
New York
$1.67M 89,310 -13,750 -13%
1W
9
1776 Wealth
Georgia
$1.66M 88,496 -16,899 -16%
WAM
10
Wolverine Asset Management
Illinois
$1.33M 70,840 +7,316 +12%
GC
11
Guggenheim Capital
Illinois
$1.16M 62,002 +12,818 +26%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.15M 61,561 +6,835 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.13M 60,320 +11,479 +24%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.12M 59,796 +11,267 +23%
Stifel Financial
15
Stifel Financial
Missouri
$750K 40,076 -3,535 -8%
MC
16
Mathes Company
New York
$699K 37,350 -5,000 -12%
CF
17
Centaurus Financial
California
$687K 36,700 +2,918 +9%
OA
18
Oxbow Advisors
Texas
$680K 36,322 -2,570 -7%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$565K 30,196 -3,195 -10%
EC
20
Elequin Capital
New York
$519K 27,718 +27,718 New
WS
21
Wedbush Securities
California
$504K 26,933 -1,519 -5%
Wells Fargo
22
Wells Fargo
California
$500K 26,723 -6,365 -19%
Millennium Management
23
Millennium Management
New York
$478K 25,573 +25,573 New
MFG
24
Merit Financial Group
Georgia
$454K 24,250 -2,566 -10%
PVM
25
Palogic Value Management
Texas
$451K 24,100 +24,100 New
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