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DNP Select Income Fund

255 hedge funds and large institutions have $289M invested in DNP Select Income Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

59% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 54

48% more capital invested

Capital invested by funds: $195M → $289M (+$93.5M)

9% more funds holding

Funds holding: 233255 (+22)

2.31% more ownership

Funds ownership: 6.31%8.62% (+2.3%)

Holders
255
Holders Change
+22
Holders Change %
+9.44%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
42
Increased
86
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
226
MPS Loria Financial Planners
Illinois
$14K
CAC
227
Certified Advisory Corp
Florida
$14K +$14.5K +1,414 New
LAM
228
Lountzis Asset Management
Pennsylvania
$13.4K +$13.8K +1,350 New
First Manhattan
229
First Manhattan
New York
$13K
PP
230
PrairieView Partners
Minnesota
$13K
MFA
231
McClarren Financial Advisors
Pennsylvania
$13K +$1.02K +100 +8%
S
232
SignatureFD
Georgia
$13K +$13.4K +1,313 New
WWMSC
233
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$12.8K +1,256 New
HFA
234
Hoover Financial Advisors
Pennsylvania
$11K +$10.8K +1,058 New
SNT
235
Security National Trust
West Virginia
$10K
AWA
236
Arkadios Wealth Advisors
Georgia
$10K +$11K +1,081 New
M
237
MOTCO
Texas
$9K -$9.2K -900 -50%
IWP
238
IAG Wealth Partners
Wisconsin
$9K
LS
239
Leelyn Smith
Illinois
$8K
TC
240
Trust Company
Kansas
$8K
WAS
241
Winch Advisory Services
Wisconsin
$8K +$164 +16 +2%
ACM
242
Allred Capital Management
Texas
$7.49K +$7.75K +758 New
BWM
243
BerganKDV Wealth Management
Minnesota
$6K
BWM
244
Baystate Wealth Management
Massachusetts
$6K +$123 +12 +2%
PCG
245
Private Capital Group
Connecticut
$5K
GEA
246
Glen Eagle Advisors
New Jersey
$4.94K
CWA
247
Clearview Wealth Advisors
Oregon
$4K
KFI
248
Key Financial Inc
Pennsylvania
$4K +$4.42K +432 New
HF
249
Halpern Financial
Virginia
$3.11K +$3.22K +315 New
AWM
250
Avior Wealth Management
Nebraska
$2K

DNP Hedge Fund Activity: Q1 2021 in Review

255 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q1 2021, worth a combined $289M — up 48% from $195M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DNP positions and 19 closed out — a net gain of 23 holders — while 86 added to existing stakes and 54 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $75.3M. The largest seller was Morgan Stanley, cutting an estimated $2.93M.

  • 255 institutional investors held DNP Select Income Fund (DNP) as of Q1 2021, up from 233 in Q4 2020.
  • Funds reported $289M of DNP Select Income Fund stock for Q1 2021, up 48% quarter-over-quarter.
  • 42 funds opened new DNP Select Income Fund positions in Q1 2021 and 19 closed out, a net change of +23 holders.
  • The largest DNP Select Income Fund buyer in Q1 2021 was Karpus Investment Management, an estimated $75.3M added.
  • The largest DNP Select Income Fund seller in Q1 2021 was Morgan Stanley, an estimated $2.93M sold.

Based on aggregated 13F filings for Q1 2021.