DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

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.

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
0.98%
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
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$4.62M
2
RWM
2
Revisor Wealth Management
Ohio
$1.35M
3
SA
3
Strategic Advocates
Utah
$821K
4
Wells Fargo
4
Wells Fargo
California
$4.63M
5
GC
5
Guggenheim Capital
Illinois
$6.31M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$2.85M
2
MP
2
Mangrove Partners
Connecticut
$892K
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$3.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.17M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$20.1M 990,747 +15,434 +2%
Cohen & Steers
2
Cohen & Steers
New York
$9.24M 456,489 +4,727 +1%
GC
3
Guggenheim Capital
Illinois
$6.31M 311,916 +36,445 +13%
Invesco
4
Invesco
Georgia
$6.09M 301,020 -10,477 -3%
LPL Financial
5
LPL Financial
California
$5.71M 282,048 +17,355 +7%
Wells Fargo
6
Wells Fargo
California
$4.63M 228,507 +37,098 +19%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$4.62M 226,551 +183,347 +424%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$3.67M 181,118 -27,871 -13%
Ameriprise
9
Ameriprise
Minnesota
$3.59M 177,382 -9,853 -5%
Morgan Stanley
10
Morgan Stanley
New York
$3.17M 156,793 -25,759 -14%
WA
11
Whipplewood Advisors
Colorado
$2.85M 3,250 -137,228 -98%
SAM
12
Smith Asset Management
Florida
$1.99M 98,096 +3,080 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.75M 86,245 -2,514 -3%
SFS
14
Shaker Financial Services
Virginia
$1.5M 73,872 -1,368 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.37M 67,694 +7,586 +13%
RWM
16
Revisor Wealth Management
Ohio
$1.35M 66,686 +42,347 +174%
1W
17
1776 Wealth
Georgia
$1.24M 61,147 -1,717 -3%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$1.2M 59,389 +13,564 +30%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.18M 58,060 +3,737 +7%
SFG
20
Seamount Financial Group
Colorado
$1.03M 51,063 +1,959 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$894K 44,181 +27 +0.1%
MP
22
Mangrove Partners
Connecticut
$892K 44,089 -244,095 -85%
SIC
23
Samalin Investment Counsel
New York
$880K 43,479 +2,690 +7%
SA
24
Strategic Advocates
Utah
$821K 40,566 +40,566 New
SIA
25
Sit Investment Associates
Minnesota
$772K 38,141 +266 +0.7%
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