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DNP Select Income Fund

138 hedge funds and large institutions have $95M invested in DNP Select Income Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $86.2M → $95M (+$8.79M)

4% more funds holding

Funds holding: 133138 (+5)

0.35% more ownership

Funds ownership: 3.43%3.78% (+0.35%)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
38
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.3M +$9.55M +1,013,649 +102%
Morgan Stanley
2
Morgan Stanley
New York
$9.31M +$479K +50,850 +5%
UBS Group
3
UBS Group
Switzerland
$7.72M -$250K -26,567 -3%
Bank of America
4
Bank of America
North Carolina
$7.39M -$773K -82,128 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.58M +$850K +90,293 +21%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.5M +$136K +14,464 +5%
ACP
7
Aviance Capital Partners
Florida
$2.46M +$90.6K +9,620 +4%
GC
8
Guggenheim Capital
Illinois
$2.42M -$222K -23,607 -8%
NFG
9
Nations Financial Group
Iowa
$2.28M +$2.4M +254,461 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$2.08M -$1.8M -191,350 -45%
BF
11
BOK Financial
Oklahoma
$1.61M -$87.7K -9,308 -5%
Wells Fargo
12
Wells Fargo
California
$1.4M -$85.7K -9,101 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.35M +$139K +14,712 +11%
WPC
14
Waters Parkerson & Co
Louisiana
$1.24M -$1.88K -200 -0.1%
SG Americas Securities
15
SG Americas Securities
New York
$1.13M +$1.19M +126,580 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$964K -$15.7K -1,666 -2%
BA
17
Bennicas & Associates
California
$914K
US Bancorp
18
US Bancorp
Minnesota
$868K -$33.7K -3,581 -4%
FNBT
19
FineMark National Bank & Trust
Florida
$845K +$11K +1,166 +1%
IH
20
IFC Holdings
Florida
$769K -$118K -12,538 -13%
SHA
21
Smith Hayes Advisers
Nebraska
$716K +$186K +19,755 +33%
ICAS
22
Investors Capital Advisory Services
Massachusetts
$700K +$1.02K +108 +0.1%
AIG
23
American International Group
New York
$696K +$98.7K +10,476 +16%
MFS
24
MSI Financial Services
Massachusetts
$686K +$351K +37,256 +95%
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$670K +$704K +74,770 New

DNP Hedge Fund Activity: Q4 2015 in Review

138 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q4 2015, worth a combined $95M — up 10% from $86.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DNP positions and 16 closed out — a net gain of 5 holders — while 38 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.55M. The largest seller was Invesco, exiting entirely with an estimated $4.35M sold.

  • 138 institutional investors held DNP Select Income Fund (DNP) as of Q4 2015, up from 133 in Q3 2015.
  • Funds reported $95M of DNP Select Income Fund stock for Q4 2015, up 10% quarter-over-quarter.
  • 21 funds opened new DNP Select Income Fund positions in Q4 2015 and 16 closed out, a net change of +5 holders.
  • The largest DNP Select Income Fund buyer in Q4 2015 was LPL Financial, an estimated $9.55M added.
  • The largest DNP Select Income Fund seller in Q4 2015 was Invesco, an estimated $4.35M sold.

Based on aggregated 13F filings for Q4 2015.