We are live on ! Find out more
DNP icon

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
POIA
201
Pin Oak Investment Advisors
Texas
$115K – – –
AA
202
Ancora Advisors
Ohio
$114K +$108K +9,638 New
GWSG
203
GPS Wealth Strategies Group
Colorado
$113K +$108K +9,600 New
CT
204
Caldwell Trust
Florida
$109K – – –
CCA
205
Column Capital Advisors
Indiana
$106K – – –
WT
206
Whittier Trust
California
$102K – – –
CA
207
Clearstead Advisors
Ohio
$101K +$32.5K +2,898 +51%
SC
208
SouthState Corp
Florida
$95K – – –
WAM
209
Worth Asset Management
Texas
$94K +$95.4K +8,500 New
TFS
210
TrustCore Financial Services
Tennessee
$87K – – –
RA
211
Resolute Advisors
California
$87K +$1.42K +126 +2%
SCA
212
Stonebridge Capital Advisors
Minnesota
$78K +$7.99K +712 +12%
JMF
213
Johnson Midwest Financial
Iowa
$76K – – –
NSIM
214
North Star Investment Management
Illinois
$75K – – –
BFEC
215
Benjamin F. Edwards & Company
Missouri
$67K – – –
HIA
216
Harbor Investment Advisory
Maryland
$65K +$12.3K +1,100 +25%
LWA
217
Lowe Wealth Advisors
Maryland
$63K – – –
IRC
218
Investors Research Corp
Georgia
$60K – – –
AF
219
Advisornet Financial
Minnesota
$59K +$25.8K +2,300 +86%
SWM
220
Sugarloaf Wealth Management
Georgia
$57K – – –
BCV
221
Banque Cantonale Vaudoise
Switzerland
$52K – – –
MSFP
222
Mark Sheptoff Financial Planning
Connecticut
$50K – – –
FFC
223
First Financial Corp
Indiana
$49K – – –
AWM
224
Avior Wealth Management
Nebraska
$49K +$46.8K +4,164 New
PB
225
Pinnacle Bancorp
Nebraska
$48K – – –
7 8
9
10 11

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.