DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

69 hedge funds and large institutions have $84.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
26
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$6.6M
2
RJA
2
Raymond James & Associates
Florida
$14.1M
3
GC
3
Guggenheim Capital
Illinois
$2.48M
4
Wells Fargo
4
Wells Fargo
California
$2.52M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$490K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
LPL Financial
2
LPL Financial
California
$5.46M
3
RWM
3
Revisor Wealth Management
Ohio
$1.12M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$733K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$14.1M 732,041 +49,598 +7%
MP
2
Mangrove Partners
Connecticut
$8.82M 459,627 – –
Cohen & Steers
3
Cohen & Steers
New York
$6.6M 343,762 +65,262 +23%
Invesco
4
Invesco
Georgia
$5.99M 311,856 +11,823 +4%
LPL Financial
5
LPL Financial
California
$5.46M 284,288 -29,393 -9%
Ameriprise
6
Ameriprise
Minnesota
$4.22M 220,017 +8,978 +4%
Morgan Stanley
7
Morgan Stanley
New York
$3.59M 186,827 -17,855 -9%
RL
8
RPO LLC
Connecticut
$3.19M 166,051 – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.61M 135,917 +7,965 +6%
Wells Fargo
10
Wells Fargo
California
$2.52M 131,260 +27,892 +27%
GC
11
Guggenheim Capital
Illinois
$2.48M 129,081 +31,262 +32%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.67M 86,778 -73 -0.1%
SFS
13
Shaker Financial Services
Virginia
$1.52M 79,008 +629 +0.8%
BFM
14
Boothbay Fund Management
New York
$1.43M 74,723 – –
LCM
15
Landscape Capital Management
New Jersey
$1.24M 64,514 +12,002 +23%
1W
16
1776 Wealth
Georgia
$1.23M 63,885 -2,356 -4%
SFG
17
Seamount Financial Group
Colorado
$1.14M 59,141 – –
RWM
18
Revisor Wealth Management
Ohio
$1.12M 58,389 -25,126 -30%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.07M 55,457 -450 -0.8%
WAM
20
Wolverine Asset Management
Illinois
$903K 47,006 -2,036 -4%
PAG
21
Private Advisor Group
New Jersey
$882K 45,937 +2,191 +5%
CAL
22
Capital Analysts LLC
Pennsylvania
$848K 44,145 +1,761 +4%
NA
23
NewEdge Advisors
Louisiana
$778K 40,534 -870 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$733K 38,200 -21,817 -36%
SIC
25
Samalin Investment Counsel
New York
$716K 37,274 +1,011 +3%
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