DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

60 hedge funds and large institutions have $56.3M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MP
1
Mangrove Partners
Connecticut
$7.07M
2
Invesco
2
Invesco
Georgia
$4.46M
3
MC
3
Mathes Company
New York
$651K
4
Millennium Management
4
Millennium Management
New York
$510K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$443K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$181K
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
RJA
3
Raymond James & Associates
Florida
$9.28M
4
VF
4
Virtu Financial
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$174K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$9.28M 532,568 -19,197 -3%
MP
2
Mangrove Partners
Connecticut
$7.07M 406,000 +406,000 New
Invesco
3
Invesco
Georgia
$4.46M 256,099 +44,528 +21%
Cohen & Steers
4
Cohen & Steers
New York
$4.45M 255,500 +10,000 +4%
LPL Financial
5
LPL Financial
California
$4.24M 243,348 +10,597 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.5M 143,725 -4,301 -3%
HBCM
7
Heron Bay Capital Management
Michigan
$2.28M 130,960 -7,519 -5%
PAG
8
Private Advisor Group
New Jersey
$2.17M 124,791 +6,529 +6%
Ameriprise
9
Ameriprise
Minnesota
$2.13M 122,003 +5,915 +5%
Morgan Stanley
10
Morgan Stanley
New York
$1.65M 94,713 +2,491 +3%
1W
11
1776 Wealth
Georgia
$1.41M 80,950 -5,228 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.26M 72,138 +13,688 +23%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.13M 65,096 +5,885 +10%
GC
14
Guggenheim Capital
Illinois
$1.13M 65,024 +3,069 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$988K 56,731 -5,625 -9%
MC
16
Mathes Company
New York
$651K 37,350 +37,350 New
OA
17
Oxbow Advisors
Texas
$637K 36,587 +760 +2%
CF
18
Centaurus Financial
California
$624K 35,812 -793 -2%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$526K 30,196 – –
Millennium Management
20
Millennium Management
New York
$510K 29,285 +29,285 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$443K 25,414 +25,414 New
Wells Fargo
22
Wells Fargo
California
$393K 22,562 -362 -2%
WS
23
Wedbush Securities
California
$389K 22,327 -4,178 -16%
MFG
24
Merit Financial Group
Georgia
$378K 21,684 +114 +0.5%
PVM
25
Palogic Value Management
Texas
$368K 21,100 -1,000 -5%
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