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DNP Select Income Fund

134 hedge funds and large institutions have $130M invested in DNP Select Income Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0.03% less ownership

Funds ownership: 4.67%4.64% (-0.03%)

1% less funds holding

Funds holding: 135134 (-1)

4% less capital invested

Capital invested by funds: $136M → $130M (-$5.86M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
37
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$37.6M -$654K -63,857 -2%
Invesco
2
Invesco
Georgia
$11.9M -$605K -59,087 -5%
U
3
UBS
Switzerland
$9.01M +$367K +35,802 +4%
Morgan Stanley
4
Morgan Stanley
New York
$8.39M +$446K +43,586 +6%
US Bancorp
5
US Bancorp
Minnesota
$6.54M +$53.2K +5,193 +0.8%
Bank of America
6
Bank of America
North Carolina
$4M -$295K -28,810 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.85M -$243K -23,699 -6%
GC
8
Guggenheim Capital
Illinois
$3.41M +$132K +12,892 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.49M +$531K +51,854 +27%
ACP
10
Aviance Capital Partners
Florida
$2.41M +$198K +19,300 +9%
YCM
11
Yakira Capital Management
Connecticut
$2.3M +$346K +33,750 +17%
BF
12
BOK Financial
Oklahoma
$2M -$72K -7,035 -3%
RCM
13
Robinson Capital Management
Michigan
$1.83M
Wells Fargo
14
Wells Fargo
California
$1.75M -$14.3K -1,396 -0.8%
WPC
15
Waters Parkerson & Co
Louisiana
$1.48M -$8.19K -800 -0.5%
BTS
16
BB&T Securities
Virginia
$1.39M +$4.67K +456 +3%
CAN
17
Cetera Advisor Networks
California
$1.34M +$123K +11,976 +10%
NCM
18
Noesis Capital Mangement
Florida
$1.06M -$43.7K -4,266 -4%
BA
19
Bennicas & Associates
California
$1.06M -$25.7K -2,507 -2%
CBB
20
Citizens Business Bank
California
$996K -$15.2K -1,482 -1%
SI
21
SII Investments
Wisconsin
$988K +$12.2K +1,194 +1%
IH
22
IFC Holdings
Florida
$949K +$27K +2,632 +3%
FNBT
23
FineMark National Bank & Trust
Florida
$921K +$16.7K +1,628 +2%
MMG
24
Monetary Management Group
Missouri
$775K -$2.56K -250 -0.3%
AA
25
Apriem Advisors
California
$755K -$15.4K -1,500 -2%

DNP Hedge Fund Activity: Q3 2014 in Review

134 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q3 2014, worth a combined $130M — down 4.3% from $136M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DNP and 11 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 37 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $531K. The largest seller was Bank of Montreal, cutting an estimated $835K.

  • 134 institutional investors held DNP Select Income Fund (DNP) as of Q3 2014, down from 135 in Q2 2014.
  • Funds reported $130M of DNP Select Income Fund stock for Q3 2014, down 4.3% quarter-over-quarter.
  • 11 funds opened new DNP Select Income Fund positions in Q3 2014 and 12 closed out, a net change of -1 holder.
  • The largest DNP Select Income Fund buyer in Q3 2014 was Commonwealth Equity Services, an estimated $531K added.
  • The largest DNP Select Income Fund seller in Q3 2014 was Bank of Montreal, an estimated $835K sold.

Based on aggregated 13F filings for Q3 2014.