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DNP Select Income Fund

183 hedge funds and large institutions have $142M invested in DNP Select Income Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

4% more capital invested

Capital invested by funds: $136M → $142M (+$5.76M)

0.14% more ownership

Funds ownership: 4.13%4.28% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 192183 (-9)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
183
Holders Change
-9
Holders Change %
-4.69%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
57
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
126
Next Financial Group
Texas
$69K +$68.3K +6,202 New
SAM
127
Shamrock Asset Management
Texas
$66K
GP
128
Girard Partners
Pennsylvania
$66K +$66K +5,994 New
Deutsche Bank
129
Deutsche Bank
Germany
$60K
LWA
130
Lowe Wealth Advisors
Maryland
$59K
IBOK
131
Independence Bank of Kentucky
Kentucky
$55K
SWM
132
SeaCrest Wealth Management
New York
$55K
CFA
133
Camarda Financial Advisors
Florida
$55K +$55K +5,000 New
BFEC
134
Benjamin F. Edwards & Company
Missouri
$53K -$13.1K -1,189 -20%
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$53K
MFW
136
Mosaic Family Wealth
Missouri
$52K
AIM
137
Advantage Investment Management
Iowa
$50K
SIS
138
Sound Income Strategies
Florida
$50K
BWM
139
BerganKDV Wealth Management
Minnesota
$44K
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$44K
FHB
141
First Hawaiian Bank
Hawaii
$44K +$43.4K +3,940 New
CFGS
142
Concourse Financial Group Securities
Alabama
$44K +$43.9K +3,984 New
GTAM
143
Global Trust Asset Management
Florida
$40K
WEC
144
Winslow Evans & Crocker
Massachusetts
$40K
GI
145
Gradient Investments
Minnesota
$39K +$297 +27 +0.8%
ACS
146
Archford Capital Strategies
Illinois
$33K
JFGIW
147
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$27K
QCIG
149
Quad-Cities Investment Group
Iowa
$26K
First Manhattan
150
First Manhattan
New York
$26K +$1.65K +150 +7%

DNP Hedge Fund Activity: Q3 2018 in Review

183 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q3 2018, worth a combined $142M — up 4.2% from $136M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DNP and 11 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 57 added.

The largest buyer was Morgan Stanley, adding an estimated $1.26M. The largest seller was FineMark National Bank & Trust, exiting entirely with an estimated $952K sold.

  • 183 institutional investors held DNP Select Income Fund (DNP) as of Q3 2018, down from 192 in Q2 2018.
  • Funds reported $142M of DNP Select Income Fund stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 11 funds opened new DNP Select Income Fund positions in Q3 2018 and 19 closed out, a net change of -8 holders.
  • The largest DNP Select Income Fund buyer in Q3 2018 was Morgan Stanley, an estimated $1.26M added.
  • The largest DNP Select Income Fund seller in Q3 2018 was FineMark National Bank & Trust, an estimated $952K sold.

Based on aggregated 13F filings for Q3 2018.