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DNP Select Income Fund
DNP

267 hedge funds and large institutions have $318M invested in DNP Select Income Fund in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 59

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $264M → $318M (+$53.8M)

1% more funds holding

Funds holding: 264 → 267 (+3)

0.6% more ownership

Funds ownership: 7.2% → 7.8% (+0.6%)

Holders
267
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
4.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
87
Reduced
59
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
TRUADVICE
Florida
+$11.5M
2
Morgan Stanley
Morgan Stanley
New York
+$5.65M
3
FHC
First Heartland Consultants
Missouri
+$3.77M
4
IWM
IHT Wealth Management
Illinois
+$3.4M
5
CAN
Cetera Advisor Networks
California
+$1.43M

Top Sellers

1
Lido Advisors
Lido Advisors
California
-$1.37M
2
BCM
Brookstone Capital Management
Illinois
-$1.06M
3
AFA
American Financial Advisors
Georgia
-$785K
4
VR
Viridian RIA
Washington
-$574K
5
ARC
Advisor Resource Council
Texas
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$243K -$26.9K -2,400 -10%
MA
127
MAS Advisors
Florida
$243K +$37.4K +3,333 +19%
NEWAS
128
N.E.W. Advisory Services
Wisconsin
$240K -$5.86K -522 -2%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$238K +$11.3K +1,008 +5%
WB
130
Webster Bank
Connecticut
$237K -$23.7K -2,111 -10%
ZIM
131
Zacks Investment Management
Illinois
$227K – – –
FNT
132
First Nebraska Trust
Nebraska
$222K +$20.2K +1,800 +11%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$220K +$209K +18,654 New
CAMG
134
CWA Asset Management Group
Florida
$219K – – –
BF
135
BOK Financial
Oklahoma
$217K -$3.52K -314 -2%
GVAG
136
Great Valley Advisor Group
Delaware
$213K +$3.68K +328 +2%
DCM
137
Donaldson Capital Management
Indiana
$211K +$3.66K +326 +2%
HSA
138
HBK Sorce Advisory
Pennsylvania
$210K +$6.37K +567 +3%
AIA
139
Allied Investment Advisors
Montana
$210K +$19.5K +1,739 +11%
AA
140
Apriem Advisors
California
$206K – – –
SFS
141
Sowell Financial Services
Arkansas
$206K +$194K +17,300 New
RFG
142
Range Financial Group
Oregon
$204K +$193K +17,220 New
FFN
143
Focus Financial Network
Minnesota
$203K +$191K +17,047 New
CPC
144
Congress Park Capital
New York
$201K -$73K -6,500 -28%
TA
145
TrueWealth Advisors
Alabama
$199K – – –
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$194K – – –
HFG
147
Heron Financial Group
New York
$192K – – –
VWA
148
Visionary Wealth Advisors
Illinois
$192K +$3.14K +280 +2%
DBT
149
Dubuque Bank & Trust
Iowa
$190K -$5.61K -500 -3%
LNWTC
150
Laird Norton Wetherby Trust Company
Washington
$189K +$180K +16,000 New
4 5
6
7 8

DNP Hedge Fund Activity: Q1 2022 in Review

267 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q1 2022, worth a combined $318M — up 20% from $264M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DNP positions and 22 closed out — a net gain of 9 holders — while 87 added to existing stakes and 59 trimmed.

The largest buyer was TRUADVICE, opening a new position worth an estimated $11.5M. The largest seller was Lido Advisors, cutting an estimated $1.37M.

  • 267 institutional investors held DNP Select Income Fund (DNP) as of Q1 2022, up from 264 in Q4 2021.
  • Funds reported $318M of DNP Select Income Fund stock for Q1 2022, up 20% quarter-over-quarter.
  • 31 funds opened new DNP Select Income Fund positions in Q1 2022 and 22 closed out, a net change of +9 holders.
  • The largest DNP Select Income Fund buyer in Q1 2022 was TRUADVICE, an estimated $11.5M added.
  • The largest DNP Select Income Fund seller in Q1 2022 was Lido Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q1 2022.