DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

68 hedge funds and large institutions have $81.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.3M
2
RVPG
2
Relative Value Partners Group
$4.85M
3
RL
3
RPO LLC
Connecticut
$3.96M
4
1W
4
1776 Wealth
Georgia
$1.18M
5
BFM
5
Boothbay Fund Management
New York
$1.78M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.24M
2
BPA
2
Beacon Pointe Advisors
California
$0
3
WAM
3
Wolverine Asset Management
Illinois
$565K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.23M
5
WLPWM
5
Walled Lake Planning & Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.7M 603,591 -7,654 -1%
MP
2
Mangrove Partners
Connecticut
$8.16M 459,627 +53,627 +13%
Morgan Stanley
3
Morgan Stanley
New York
$7.3M 411,278 +307,285 +295%
LPL Financial
4
LPL Financial
California
$5.13M 288,759 +51,563 +22%
Cohen & Steers
5
Cohen & Steers
New York
$4.94M 278,500 – –
Invesco
6
Invesco
Georgia
$4.92M 277,362 +13,151 +5%
RVPG
7
Relative Value Partners Group
$4.85M 273,497 +273,497 New
Ameriprise
8
Ameriprise
Minnesota
$4.12M 232,145 +25,412 +12%
RL
9
RPO LLC
Connecticut
$3.96M 223,283 +136,538 +157%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.23M 125,406 -14,069 -10%
BFM
11
Boothbay Fund Management
New York
$1.78M 100,477 +61,442 +157%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.46M 82,165 +4,907 +6%
GC
13
Guggenheim Capital
Illinois
$1.37M 77,357 +9,009 +13%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.24M 69,948 -39,253 -36%
1W
15
1776 Wealth
Georgia
$1.18M 66,737 +66,737 New
SFG
16
Seamount Financial Group
Colorado
$1.05M 59,250 +59,250 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.01M 56,724 +4 +0%
Wells Fargo
18
Wells Fargo
California
$945K 53,267 +27,469 +106%
SFS
19
Shaker Financial Services
Virginia
$860K 48,432 +30,095 +164%
NA
20
NewEdge Advisors
Louisiana
$823K 44,551 +10,853 +32%
RWM
21
Revisor Wealth Management
Ohio
$819K 46,125 -9,671 -17%
PAG
22
Private Advisor Group
New Jersey
$758K 42,731 -634 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$745K 41,996 +8,373 +25%
LCM
24
Landscape Capital Management
New Jersey
$745K 41,984 +41,984 New
CAL
25
Capital Analysts LLC
Pennsylvania
$642K 36,171 +21,572 +148%
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