DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

62 hedge funds and large institutions have $58.3M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RL
1
RPO LLC
Connecticut
$1.45M
2
Ameriprise
2
Ameriprise
Minnesota
$3.47M
3
RJA
3
Raymond James & Associates
Florida
$10.3M
4
RWM
4
Revisor Wealth Management
Ohio
$936K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.83M

Top Sellers

1
HBCM
1
Heron Bay Capital Management
Michigan
$0
2
1W
2
1776 Wealth
Georgia
$0
3
PAG
3
Private Advisor Group
New Jersey
$727K
4
OA
4
Oxbow Advisors
Texas
$0
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.3M 611,245 +78,677 +15%
MP
2
Mangrove Partners
Connecticut
$6.81M 406,000 – –
Cohen & Steers
3
Cohen & Steers
New York
$4.67M 278,500 +23,000 +9%
Invesco
4
Invesco
Georgia
$4.43M 264,211 +8,112 +3%
LPL Financial
5
LPL Financial
California
$3.98M 237,196 -6,152 -3%
Ameriprise
6
Ameriprise
Minnesota
$3.47M 206,733 +84,730 +69%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.34M 139,475 -4,250 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.83M 109,201 +44,105 +68%
Morgan Stanley
9
Morgan Stanley
New York
$1.74M 103,993 +9,280 +10%
RL
10
RPO LLC
Connecticut
$1.45M 86,745 +86,745 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.3M 77,258 +5,120 +7%
GC
12
Guggenheim Capital
Illinois
$1.15M 68,348 +3,324 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$951K 56,720 -11 -0%
RWM
14
Revisor Wealth Management
Ohio
$936K 55,796 +55,796 New
WAM
15
Wolverine Asset Management
Illinois
$900K 53,680 +43,274 +416%
PAG
16
Private Advisor Group
New Jersey
$727K 43,365 -81,426 -65%
BFM
17
Boothbay Fund Management
New York
$655K 39,035 +39,035 New
Millennium Management
18
Millennium Management
New York
$626K 37,332 +8,047 +27%
NA
19
NewEdge Advisors
Louisiana
$565K 33,698 +17,698 +111%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$564K 33,623 +8,209 +32%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$506K 30,196 – –
CF
22
Centaurus Financial
California
$489K 29,139 -6,673 -19%
BPA
23
Beacon Pointe Advisors
California
$486K 28,982 +28,982 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$469K 27,945 +17,945 +179%
MC
25
Mathes Company
New York
$468K 27,900 -9,450 -25%
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