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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

72 hedge funds and large institutions have $99.2M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

4% more capital invested

Capital invested by funds: $95.6M → $99.2M (+$3.66M)

0.14% less ownership

Funds ownership: 23.32%23.18% (-0.14%)

3% less funds holding

Funds holding: 7472 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$20.1M +$315K +15,434 +2%
Cohen & Steers
2
Cohen & Steers
New York
$9.24M +$96.4K +4,727 +1%
GC
3
Guggenheim Capital
Illinois
$6.31M +$743K +36,445 +13%
Invesco
4
Invesco
Georgia
$6.09M -$214K -10,477 -3%
LPL Financial
5
LPL Financial
California
$5.71M +$354K +17,355 +7%
Wells Fargo
6
Wells Fargo
California
$4.63M +$757K +37,098 +19%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$4.62M +$3.74M +183,347 +424%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$3.67M -$569K -27,871 -13%
Ameriprise
9
Ameriprise
Minnesota
$3.59M -$201K -9,853 -5%
Morgan Stanley
10
Morgan Stanley
New York
$3.17M -$525K -25,759 -14%
WA
11
Whipplewood Advisors
Colorado
$2.85M -$2.8M -137,228 -98%
SAM
12
Smith Asset Management
Florida
$1.99M +$62.8K +3,080 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.75M -$51.3K -2,514 -3%
SFS
14
Shaker Financial Services
Virginia
$1.5M -$27.9K -1,368 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.37M +$155K +7,586 +13%
RWM
16
Revisor Wealth Management
Ohio
$1.35M +$864K +42,347 +174%
1W
17
1776 Wealth
Georgia
$1.24M -$35K -1,717 -3%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$1.2M +$277K +13,564 +30%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.18M +$76.2K +3,737 +7%
SFG
20
Seamount Financial Group
Colorado
$1.03M +$40K +1,959 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$894K +$551 +27 +0.1%
MP
22
Mangrove Partners
Connecticut
$892K -$4.98M -244,095 -85%
SIC
23
Samalin Investment Counsel
New York
$880K +$54.9K +2,690 +7%
SA
24
Strategic Advocates
Utah
$821K +$827K +40,566 New
SIA
25
Sit Investment Associates
Minnesota
$772K +$5.43K +266 +0.7%

DFP Hedge Fund Activity: Q1 2025 in Review

72 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2025, worth a combined $99.2M — up 3.8% from $95.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DFP and 7 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Pathstone Holdings, adding an estimated $3.74M. The largest seller was Mangrove Partners, cutting an estimated $4.98M.

  • 72 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2025, down from 74 in Q4 2024.
  • Funds reported $99.2M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 7 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2025 was Pathstone Holdings, an estimated $3.74M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2025 was Mangrove Partners, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2025.