DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

61 hedge funds and large institutions have $49.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$10M
2
HBCM
2
Heron Bay Capital Management
Michigan
$2.51M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$272K
4
VF
4
Virtu Financial
New York
$260K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$122K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.11M
2
Invesco
2
Invesco
Georgia
$3.84M
3
EC
3
Elequin Capital
New York
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10M 551,765 +73,943 +15%
Cohen & Steers
2
Cohen & Steers
New York
$4.46M 245,500 -9,392 -4%
LPL Financial
3
LPL Financial
California
$4.23M 232,751 +3,778 +2%
Invesco
4
Invesco
Georgia
$3.84M 211,571 -53,338 -20%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.69M 148,026 -4,104 -3%
HBCM
6
Heron Bay Capital Management
Michigan
$2.51M 138,479 +39,812 +40%
PAG
7
Private Advisor Group
New Jersey
$2.15M 118,262 -990 -0.8%
Ameriprise
8
Ameriprise
Minnesota
$2.11M 116,088 -64,841 -36%
Morgan Stanley
9
Morgan Stanley
New York
$1.67M 92,222 +2,912 +3%
1W
10
1776 Wealth
Georgia
$1.56M 86,178 -2,318 -3%
WAM
11
Wolverine Asset Management
Illinois
$1.15M 63,441 -7,399 -10%
GC
12
Guggenheim Capital
Illinois
$1.13M 61,955 -47 -0.1%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.08M 59,211 -1,109 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.06M 58,450 -1,346 -2%
Stifel Financial
15
Stifel Financial
Missouri
$780K 42,947 +2,871 +7%
CF
16
Centaurus Financial
California
$665K 36,605 -95 -0.3%
OA
17
Oxbow Advisors
Texas
$651K 35,827 -495 -1%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$548K 30,196 – –
WS
19
Wedbush Securities
California
$481K 26,505 -428 -2%
Wells Fargo
20
Wells Fargo
California
$416K 22,924 -3,799 -14%
PVM
21
Palogic Value Management
Texas
$401K 22,100 -2,000 -8%
MFG
22
Merit Financial Group
Georgia
$392K 21,570 -2,680 -11%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$371K 20,416 – –
AWS
24
Atria Wealth Solutions
New York
$370K 20,366 -2,058 -9%
CAN
25
Cetera Advisor Networks
California
$349K 19,202 -653 -3%
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