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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

67 hedge funds and large institutions have $86.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

6% more capital invested

Capital invested by funds: $81.7M → $86.7M (+$5.01M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.77% less ownership

Funds ownership: 22.84% → 22.06% (-0.77%)

1% less funds holding

Funds holding: 68 → 67 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
26
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.47M
2
Wells Fargo
Wells Fargo
California
+$931K
3
RWM
Revisor Wealth Management
Ohio
+$695K
4
SFS
Shaker Financial Services
Virginia
+$556K
5
LPL Financial
LPL Financial
California
+$463K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.84M
2
RL
RPO LLC
Connecticut
-$1.06M
3
BFM
Boothbay Fund Management
New York
-$479K
4
Ameriprise
Ameriprise
Minnesota
-$392K
5
LSC
Logan Stone Capital
Illinois
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$13.1M +$1.47M +78,852 +13%
MP
2
Mangrove Partners
Connecticut
$8.81M – – –
LPL Financial
3
LPL Financial
California
$6.01M +$463K +24,922 +9%
Invesco
4
Invesco
Georgia
$5.75M +$421K +22,671 +8%
Cohen & Steers
5
Cohen & Steers
New York
$5.34M – – –
RVPG
6
Relative Value Partners Group
$5.09M -$74.6K -4,016 -1%
Ameriprise
7
Ameriprise
Minnesota
$4.04M -$392K -21,106 -9%
Morgan Stanley
8
Morgan Stanley
New York
$3.92M -$3.84M -206,596 -50%
RL
9
RPO LLC
Connecticut
$3.18M -$1.06M -57,232 -26%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.45M +$47.3K +2,546 +2%
Wells Fargo
11
Wells Fargo
California
$1.98M +$931K +50,101 +94%
GC
12
Guggenheim Capital
Illinois
$1.88M +$380K +20,462 +26%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.67M +$87.1K +4,686 +6%
RWM
14
Revisor Wealth Management
Ohio
$1.54M +$695K +37,390 +81%
SFS
15
Shaker Financial Services
Virginia
$1.5M +$556K +29,947 +62%
BFM
16
Boothbay Fund Management
New York
$1.43M -$479K -25,754 -26%
1W
17
1776 Wealth
Georgia
$1.27M -$9.22K -496 -0.7%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.15M -$185K -9,931 -14%
SFG
19
Seamount Financial Group
Colorado
$1.13M -$2.02K -109 -0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.07M -$15.2K -817 -1%
LCM
21
Landscape Capital Management
New Jersey
$1.01M +$196K +10,528 +25%
WAM
22
Wolverine Asset Management
Illinois
$940K +$320K +17,227 +54%
PAG
23
Private Advisor Group
New Jersey
$839K +$18.9K +1,015 +2%
CAL
24
Capital Analysts LLC
Pennsylvania
$813K +$115K +6,213 +17%
NA
25
NewEdge Advisors
Louisiana
$794K -$58.5K -3,147 -7%
1
2 3

DFP Hedge Fund Activity: Q1 2024 in Review

67 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2024, worth a combined $86.7M — up 6.1% from $81.7M a quarter earlier.

Fund positioning in DFP was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 26 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.47M. The largest seller was Morgan Stanley, cutting an estimated $3.84M.

  • 67 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2024, down from 68 in Q4 2023.
  • Funds reported $86.7M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2024, up 6.1% quarter-over-quarter.
  • 6 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2024 was Raymond James & Associates, an estimated $1.47M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $3.84M sold.

Based on aggregated 13F filings for Q1 2024.