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DNP Select Income Fund

140 hedge funds and large institutions have $123M invested in DNP Select Income Fund in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 139140 (+1)

0.34% less ownership

Funds ownership: 4.53%4.19% (-0.34%)

8% less capital invested

Capital invested by funds: $134M → $123M (-$11.4M)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
36
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.1M -$8.64M -823,130 -31%
Invesco
2
Invesco
Georgia
$13M -$466K -44,425 -3%
Morgan Stanley
3
Morgan Stanley
New York
$10M +$1.81M +172,023 +22%
UBS Group
4
UBS Group
Switzerland
$9.39M +$236K +22,519 +3%
US Bancorp
5
US Bancorp
Minnesota
$6.78M -$50.5K -4,813 -0.7%
Bank of America
6
Bank of America
North Carolina
$4.9M -$5.18M -493,915 -51%
GC
7
Guggenheim Capital
Illinois
$4.47M +$273K +26,057 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.33M -$135K -12,904 -3%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.26M +$3.73M +355,557 +710%
ACP
10
Aviance Capital Partners
Florida
$2.84M +$386K +36,766 +16%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.73M +$15.2K +1,444 +0.6%
BTS
12
BB&T Securities
Virginia
$2.06M -$367 -35 -0.2%
BF
13
BOK Financial
Oklahoma
$2.05M +$255K +24,280 +14%
Wells Fargo
14
Wells Fargo
California
$1.87M -$171K -16,337 -8%
WPC
15
Waters Parkerson & Co
Louisiana
$1.56M +$44.6K +4,250 +3%
YCM
16
Yakira Capital Management
Connecticut
$1.53M -$857K -81,637 -36%
SI
17
SII Investments
Wisconsin
$1.44M +$35.4K +3,377 +3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.11M +$310K +29,572 +39%
IH
19
IFC Holdings
Florida
$1.09M +$119K +11,379 +12%
BA
20
Bennicas & Associates
California
$1.09M -$11.8K -1,125 -1%
PP
21
PDT Partners
New York
$1.06M +$1.06M +100,574 New
FNBT
22
FineMark National Bank & Trust
Florida
$972K -$1.25K -119 -0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$909K +$268K +25,530 +42%
PL
24
Plancorp LLC
Missouri
$903K +$902K +85,940 New
MMG
25
Monetary Management Group
Missouri
$831K -$10.5K -1,000 -1%

DNP Hedge Fund Activity: Q1 2015 in Review

140 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q1 2015, worth a combined $123M — down 8.5% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DNP positions and 12 closed out — a net gain of 3 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $3.73M. The largest seller was LPL Financial, cutting an estimated $8.64M.

  • 140 institutional investors held DNP Select Income Fund (DNP) as of Q1 2015, up from 139 in Q4 2014.
  • Funds reported $123M of DNP Select Income Fund stock for Q1 2015, down 8.5% quarter-over-quarter.
  • 15 funds opened new DNP Select Income Fund positions in Q1 2015 and 12 closed out, a net change of +3 holders.
  • The largest DNP Select Income Fund buyer in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $3.73M added.
  • The largest DNP Select Income Fund seller in Q1 2015 was LPL Financial, an estimated $8.64M sold.

Based on aggregated 13F filings for Q1 2015.