DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

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.

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
1
Raymond James & Associates
Florida
$13.1M
2
Wells Fargo
2
Wells Fargo
California
$1.98M
3
RWM
3
Revisor Wealth Management
Ohio
$1.54M
4
SFS
4
Shaker Financial Services
Virginia
$1.5M
5
LPL Financial
5
LPL Financial
California
$6.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.92M
2
RL
2
RPO LLC
Connecticut
$3.18M
3
BFM
3
Boothbay Fund Management
New York
$1.43M
4
Ameriprise
4
Ameriprise
Minnesota
$4.04M
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$13.1M 682,443 +78,852 +13%
MP
2
Mangrove Partners
Connecticut
$8.81M 459,627 – –
LPL Financial
3
LPL Financial
California
$6.01M 313,681 +24,922 +9%
Invesco
4
Invesco
Georgia
$5.75M 300,033 +22,671 +8%
Cohen & Steers
5
Cohen & Steers
New York
$5.34M 278,500 – –
RVPG
6
Relative Value Partners Group
$5.09M 269,481 -4,016 -1%
Ameriprise
7
Ameriprise
Minnesota
$4.04M 211,039 -21,106 -9%
Morgan Stanley
8
Morgan Stanley
New York
$3.92M 204,682 -206,596 -50%
RL
9
RPO LLC
Connecticut
$3.18M 166,051 -57,232 -26%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.45M 127,952 +2,546 +2%
Wells Fargo
11
Wells Fargo
California
$1.98M 103,368 +50,101 +94%
GC
12
Guggenheim Capital
Illinois
$1.88M 97,819 +20,462 +26%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.67M 86,851 +4,686 +6%
RWM
14
Revisor Wealth Management
Ohio
$1.54M 83,515 +37,390 +81%
SFS
15
Shaker Financial Services
Virginia
$1.5M 78,379 +29,947 +62%
BFM
16
Boothbay Fund Management
New York
$1.43M 74,723 -25,754 -26%
1W
17
1776 Wealth
Georgia
$1.27M 66,241 -496 -0.7%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.15M 60,017 -9,931 -14%
SFG
19
Seamount Financial Group
Colorado
$1.13M 59,141 -109 -0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.07M 55,907 -817 -1%
LCM
21
Landscape Capital Management
New Jersey
$1.01M 52,512 +10,528 +25%
WAM
22
Wolverine Asset Management
Illinois
$940K 49,042 +17,227 +54%
PAG
23
Private Advisor Group
New Jersey
$839K 43,746 +1,015 +2%
CAL
24
Capital Analysts LLC
Pennsylvania
$813K 42,384 +6,213 +17%
NA
25
NewEdge Advisors
Louisiana
$794K 41,404 -3,147 -7%
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