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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

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.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

12% more funds holding

Funds holding: 66 → 74 (+8)

1.16% more ownership

Funds ownership: 22.16% → 23.32% (+1.2%)

2% more capital invested

Capital invested by funds: $94.1M → $95.6M (+$1.51M)

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.97%
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
GC
Guggenheim Capital
Illinois
+$1.71M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$889K
3
Cohen & Steers
Cohen & Steers
New York
+$865K
4
SIA
Sit Investment Associates
Minnesota
+$780K
5
SFS
Shaker Financial Services
Virginia
+$637K

Top Sellers

1
MP
Mangrove Partners
Connecticut
-$3.53M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$568K
3
KAS
Kestra Advisory Services
Texas
-$477K
4
RWM
Revisor Wealth Management
Ohio
-$471K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$420K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$19.4M +$20.1M +975,313 New
Cohen & Steers
2
Cohen & Steers
New York
$9.01M +$865K +42,000 +10%
Invesco
3
Invesco
Georgia
$6.21M +$179K +8,693 +3%
MP
4
Mangrove Partners
Connecticut
$5.75M -$3.53M -171,443 -37%
GC
5
Guggenheim Capital
Illinois
$5.49M +$1.71M +83,008 +43%
LPL Financial
6
LPL Financial
California
$5.28M -$204K -9,922 -4%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$4.17M -$420K -20,398 -9%
Wells Fargo
8
Wells Fargo
California
$3.82M +$450K +21,877 +13%
Ameriprise
9
Ameriprise
Minnesota
$3.73M -$267K -12,972 -6%
Morgan Stanley
10
Morgan Stanley
New York
$3.64M +$140K +6,798 +4%
WA
11
Whipplewood Advisors
Colorado
$2.8M +$2.89M +140,478 New
SAM
12
Smith Asset Management
Florida
$1.89M +$1.96M +95,016 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.77M +$31.5K +1,532 +2%
SFS
14
Shaker Financial Services
Virginia
$1.5M +$637K +30,925 +70%
1W
15
1776 Wealth
Georgia
$1.25M -$21.9K -1,066 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.2M +$15.8K +767 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.08M -$37.9K -1,841 -3%
SFG
18
Seamount Financial Group
Colorado
$979K -$197K -9,553 -16%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$914K +$548K +26,601 +138%
Osaic Holdings
20
Osaic Holdings
Arizona
$880K +$147K +7,136 +19%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$862K +$889K +43,204 New
SIC
22
Samalin Investment Counsel
New York
$813K +$35.8K +1,738 +4%
SIA
23
Sit Investment Associates
Minnesota
$755K +$780K +37,875 New
PAG
24
Private Advisor Group
New Jersey
$736K +$9.28K +451 +1%
CAL
25
Capital Analysts LLC
Pennsylvania
$708K +$65K +3,156 +10%
1
2 3 4

DFP Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q4 2024, worth a combined $95.6M — up 1.6% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFP positions and 9 closed out — a net gain of 11 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.71M. The largest seller was Mangrove Partners, cutting an estimated $3.53M.

  • 74 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $95.6M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 20 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.71M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q4 2024 was Mangrove Partners, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2024.