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DNP Select Income Fund

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: 287312 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BW
201
Basepoint Wealth
Iowa
$98.5K +$2.02K +223 +2%
BF
202
BOK Financial
Oklahoma
$98.3K
IWN
203
Independent Wealth Network
Iowa
$97.7K
IWC
204
Integrated Wealth Concepts
Massachusetts
$97.5K -$18.7K -2,072 -15%
MA
205
Mutual Advisors
Nebraska
$97.2K -$58.7K -6,500 -36%
SC
206
Savant Capital
Illinois
$96.9K
TWA
207
TCI Wealth Advisors
Arizona
$96.5K
APP
208
Avantax Planning Partners
Iowa
$95.3K -$9.94K -1,100 -9%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$95K -$33.2K -3,671 -25%
BCMO
210
Buckingham Capital Management (Ohio)
Ohio
$94.8K
OCPWS
211
One Charles Private Wealth Services
Massachusetts
$94.1K
BFS
212
Bard Financial Services
Connecticut
$93.3K
EWA
213
EverSource Wealth Advisors
Alabama
$92.3K -$136 -15 -0.1%
SBIA
214
Sheaff Brock Investment Advisors
Indiana
$92K +$45 +5 +0%
GWSG
215
GPS Wealth Strategies Group
Colorado
$91.4K
PCIA
216
Prime Capital Investment Advisors
Kansas
$90.7K +$96.6K +10,693 New
IAN
217
Integrated Advisors Network
Texas
$89.3K +$172 +19 +0.2%
KTA
218
Keeley-Teton Advisors
Illinois
$89K +$94.9K +10,500 New
MA
219
MCF Advisors
Kentucky
$88.8K -$9.35K -1,035 -9%
VWM
220
Vivid Wealth Management
Iowa
$88.1K +$93.9K +10,392 New
ESB
221
Essex Savings Bank
Connecticut
$86.5K
SI
222
Saxon Interests
Texas
$86.2K +$91.8K +10,164 New
SI
223
Stephens Inc
Arkansas
$85.5K +$91.1K +10,085 New
IPAM
224
Investment Partners Asset Management
New Jersey
$84.8K +$90.3K +10,000 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$83K

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.