DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

74 hedge funds and large institutions have $95.6M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$19.4M
2
WA
2
Whipplewood Advisors
Colorado
$2.8M
3
SAM
3
Smith Asset Management
Florida
$1.89M
4
GC
4
Guggenheim Capital
Illinois
$5.49M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$862K

Top Sellers

1
MP
1
Mangrove Partners
Connecticut
$5.75M
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$0
3
KAS
3
Kestra Advisory Services
Texas
$0
4
RWM
4
Revisor Wealth Management
Ohio
$485K
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$4.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$19.4M 975,313 +975,313 New
Cohen & Steers
2
Cohen & Steers
New York
$9.01M 451,762 +42,000 +10%
Invesco
3
Invesco
Georgia
$6.21M 311,497 +8,693 +3%
MP
4
Mangrove Partners
Connecticut
$5.75M 288,184 -171,443 -37%
GC
5
Guggenheim Capital
Illinois
$5.49M 275,471 +83,008 +43%
LPL Financial
6
LPL Financial
California
$5.28M 264,693 -9,922 -4%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$4.17M 208,989 -20,398 -9%
Wells Fargo
8
Wells Fargo
California
$3.82M 191,409 +21,877 +13%
Ameriprise
9
Ameriprise
Minnesota
$3.73M 187,235 -12,972 -6%
Morgan Stanley
10
Morgan Stanley
New York
$3.64M 182,552 +6,798 +4%
WA
11
Whipplewood Advisors
Colorado
$2.8M 140,478 +140,478 New
SAM
12
Smith Asset Management
Florida
$1.89M 95,016 +95,016 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.77M 88,759 +1,532 +2%
SFS
14
Shaker Financial Services
Virginia
$1.5M 75,240 +30,925 +70%
1W
15
1776 Wealth
Georgia
$1.25M 62,864 -1,066 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.2M 60,108 +767 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.08M 54,323 -1,841 -3%
SFG
18
Seamount Financial Group
Colorado
$979K 49,104 -9,553 -16%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$914K 45,825 +26,601 +138%
Osaic Holdings
20
Osaic Holdings
Arizona
$880K 44,154 +7,136 +19%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$862K 43,204 +43,204 New
SIC
22
Samalin Investment Counsel
New York
$813K 40,789 +1,738 +4%
SIA
23
Sit Investment Associates
Minnesota
$755K 37,875 +37,875 New
PAG
24
Private Advisor Group
New Jersey
$736K 36,893 +451 +1%
CAL
25
Capital Analysts LLC
Pennsylvania
$708K 35,493 +3,156 +10%
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