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DNP Select Income Fund

228 hedge funds and large institutions have $185M invested in DNP Select Income Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

5% more funds holding

Funds holding: 217228 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 6.18%6.11% (-0.07%)

9% less capital invested

Capital invested by funds: $203M → $185M (-$17.9M)

Holders
228
Holders Change
+11
Holders Change %
+5.07%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
67
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
101
Ameriprise
Minnesota
$212K +$225K +21,137 New
EH
102
Equitable Holdings
New York
$208K +$76.8K +7,223 +53%
Franklin Resources
103
Franklin Resources
California
$201K
SWA
104
Stratos Wealth Advisors
Ohio
$197K +$11.1K +1,047 +6%
OC
105
Oppenheimer & Co
New York
$196K +$35.8K +3,370 +21%
HW
106
Hancock Whitney
Mississippi
$193K
ZIM
107
Zacks Investment Management
Illinois
$193K
AFP
108
Ausdal Financial Partners
Iowa
$193K +$2.85K +268 +1%
OC
109
Oarsman Capital
Wisconsin
$192K -$13.7K -1,289 -6%
SPIA
110
Steward Partners Investment Advisory
New York
$186K -$10.6K -1,000 -5%
APP
111
Avantax Planning Partners
Iowa
$180K
CFA
112
Carroll Financial Associates
North Carolina
$180K
BCM
113
Brookstone Capital Management
Illinois
$171K
OIA
114
OneDigital Investment Advisors
Kansas
$169K +$2.06K +194 +1%
WR
115
Watson Rebecca
$168K
FFN
116
Focus Financial Network
Minnesota
$161K +$1.8K +169 +1%
AIA
117
Allied Investment Advisors
Montana
$161K
DCM
118
Donaldson Capital Management
Indiana
$160K +$3.19K +300 +2%
IAN
119
Integrated Advisors Network
Texas
$153K +$2.53K +238 +2%
AA
120
Apriem Advisors
California
$150K
KeyBank National Association
121
KeyBank National Association
Ohio
$150K +$26.1K +2,450 +20%
JWM
122
Jeppson Wealth Management
California
$150K +$159K +14,948 New
DWM
123
Doyle Wealth Management
Florida
$145K
PA
124
Planning Alternatives
Michigan
$143K
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$143K +$2.68K +252 +2%

DNP Hedge Fund Activity: Q3 2020 in Review

228 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q3 2020, worth a combined $185M — down 8.8% from $203M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DNP positions and 13 closed out — a net gain of 14 holders — while 67 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.34M. The largest seller was Bank of America, cutting an estimated $3.75M.

  • 228 institutional investors held DNP Select Income Fund (DNP) as of Q3 2020, up from 217 in Q2 2020.
  • Funds reported $185M of DNP Select Income Fund stock for Q3 2020, down 8.8% quarter-over-quarter.
  • 27 funds opened new DNP Select Income Fund positions in Q3 2020 and 13 closed out, a net change of +14 holders.
  • The largest DNP Select Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $1.34M added.
  • The largest DNP Select Income Fund seller in Q3 2020 was Bank of America, an estimated $3.75M sold.

Based on aggregated 13F filings for Q3 2020.