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DNP Select Income Fund
DNP

312 hedge funds and large institutions have $310M invested in DNP Select Income Fund in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 72 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 22

9% more funds holding

Funds holding: 287 → 312 (+25)

1.26% more ownership

Funds ownership: 9.01% → 10.27% (+1.3%)

2% more capital invested

Capital invested by funds: $305M → $310M (+$5.12M)

26% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 97

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
53
Increased
72
Reduced
97
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$38.5M
2
BCA
Bay Colony Advisors
Massachusetts
+$7.23M
3
MG
Marex Group
+$2.67M
4
FIA
Foundations Investment Advisors
Arizona
+$1.73M
5
WAM
Wolverine Asset Management
Illinois
+$1.49M

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.58M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.28M
3
CA
Cetera Advisors
Colorado
-$2.22M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.72M
5
IWM
IHT Wealth Management
Illinois
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
126
Blackston Financial Advisory Group
Florida
$241K – – –
IW
127
Imprint Wealth
South Carolina
$240K +$7.22K +799 +3%
MFG
128
Merit Financial Group
Georgia
$233K -$58.7K -6,503 -19%
Franklin Resources
129
Franklin Resources
California
$229K – – –
AFP
130
Ausdal Financial Partners
Iowa
$224K +$18.3K +2,025 +8%
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$224K +$239K +26,461 New
RFC
132
Regions Financial Corp
Alabama
$221K – – –
HIC
133
Harvey Investment Company
Kentucky
$221K – – –
GVAG
134
Great Valley Advisor Group
Delaware
$221K -$13.5K -1,490 -5%
IWA
135
Inspirion Wealth Advisors
Illinois
$215K – – –
SEM
136
Suncoast Equity Management
Florida
$213K – – –
CCB
137
Cutter & Co Brokerage
Missouri
$211K -$36.1K -4,000 -14%
CT
138
Caldwell Trust
Florida
$207K – – –
HRC
139
Hoertkorn Richard Charles
$205K – – –
PWP
140
Perfromance Wealth Partners
Illinois
$198K -$10.6K -1,175 -5%
HI
141
Hudock Inc
Pennsylvania
$197K -$40.7K -4,500 -16%
CFS
142
CRA Financial Services
New Jersey
$194K +$587 +65 +0.3%
FFWM
143
Future Financial Wealth Management
Ohio
$191K +$2.2K +244 +1%
FFN
144
Focus Financial Network
Minnesota
$185K +$2.51K +278 +1%
LWM
145
LongView Wealth Management
Georgia
$184K +$186K +20,581 New
TA
146
TrueWealth Advisors
Alabama
$179K +$4.04K +447 +2%
WANY
147
Wealthspire Advisors (New York)
New York
$178K +$813 +90 +0.4%
BCP
148
Blue Chip Partners
Michigan
$174K +$185K +20,465 New
DCM
149
Donaldson Capital Management
Indiana
$172K +$3.88K +429 +2%
BCI
150
Brinker Capital Investments
Pennsylvania
$172K +$174K +19,308 New
4 5
6
7 8

DNP Hedge Fund Activity: Q4 2023 in Review

312 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q4 2023, worth a combined $310M — up 1.7% from $305M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DNP positions and 22 closed out — a net gain of 31 holders — while 72 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.5M. The largest seller was LPL Financial, cutting an estimated $2.58M.

  • 312 institutional investors held DNP Select Income Fund (DNP) as of Q4 2023, up from 287 in Q3 2023.
  • Funds reported $310M of DNP Select Income Fund stock for Q4 2023, up 1.7% quarter-over-quarter.
  • 53 funds opened new DNP Select Income Fund positions in Q4 2023 and 22 closed out, a net change of +31 holders.
  • The largest DNP Select Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $38.5M added.
  • The largest DNP Select Income Fund seller in Q4 2023 was LPL Financial, an estimated $2.58M sold.

Based on aggregated 13F filings for Q4 2023.