DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

66 hedge funds and large institutions have $94.1M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
23
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$4.91M
2
Cohen & Steers
2
Cohen & Steers
New York
$8.81M
3
GC
3
Guggenheim Capital
Illinois
$4.14M
4
Wells Fargo
4
Wells Fargo
California
$3.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.28M

Top Sellers

1
RL
1
RPO LLC
Connecticut
$0
2
BFM
2
Boothbay Fund Management
New York
$0
3
LCM
3
Landscape Capital Management
New Jersey
$300K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
SFS
5
Shaker Financial Services
Virginia
$953K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$16M 745,709 +13,668 +2%
MP
2
Mangrove Partners
Connecticut
$9.88M 459,627 – –
Cohen & Steers
3
Cohen & Steers
New York
$8.81M 409,762 +66,000 +19%
Invesco
4
Invesco
Georgia
$6.51M 302,804 -9,052 -3%
LPL Financial
5
LPL Financial
California
$5.9M 274,615 -9,673 -3%
Kovitz Investment Group Partners
6
Kovitz Investment Group Partners
Illinois
$4.91M 229,387 +229,387 New
Ameriprise
7
Ameriprise
Minnesota
$4.3M 200,207 -19,810 -9%
GC
8
Guggenheim Capital
Illinois
$4.14M 192,463 +63,382 +49%
Morgan Stanley
9
Morgan Stanley
New York
$3.78M 175,754 -11,073 -6%
Wells Fargo
10
Wells Fargo
California
$3.64M 169,532 +38,272 +29%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.95M 137,393 +1,476 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.88M 87,227 +449 +0.5%
1W
13
1776 Wealth
Georgia
$1.37M 63,930 +45 +0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.28M 59,341 +28,807 +94%
SFG
15
Seamount Financial Group
Colorado
$1.26M 58,657 -484 -0.8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.21M 56,164 +707 +1%
RWM
17
Revisor Wealth Management
Ohio
$1.02M 47,242 -11,147 -19%
SFS
18
Shaker Financial Services
Virginia
$953K 44,315 -34,693 -44%
SIC
19
Samalin Investment Counsel
New York
$840K 39,051 +1,777 +5%
NA
20
NewEdge Advisors
Louisiana
$827K 38,479 -2,055 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$796K 37,018 -1,182 -3%
PAG
22
Private Advisor Group
New Jersey
$784K 36,442 -9,495 -21%
PS
23
Principal Securities
Iowa
$703K 32,703 +3,485 +12%
CAL
24
Capital Analysts LLC
Pennsylvania
$695K 32,337 -11,808 -27%
ASFA
25
All Season Financial Advisors
Colorado
$647K 30,105 +50 +0.2%
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