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DNP Select Income Fund

183 hedge funds and large institutions have $119M invested in DNP Select Income Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 4.16%4% (-0.16%)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

2% less funds holding

Funds holding: 186183 (-3)

7% less capital invested

Capital invested by funds: $128M → $119M (-$9.11M)

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
59
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.9M -$1.9M -183,377 -13%
UBS Group
2
UBS Group
Switzerland
$10.7M -$199K -19,267 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.71M +$11K +1,064 +0.1%
Bank of America
4
Bank of America
North Carolina
$6.7M -$3.92M -379,012 -37%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.81M +$573K +55,461 +11%
GFPC
6
Global Financial Private Capital
Florida
$4.68M +$40.1K +3,884 +0.9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.3M -$120K -11,584 -3%
Ameriprise
8
Ameriprise
Minnesota
$3.57M +$487K +47,105 +16%
LPL Financial
9
LPL Financial
California
$3.43M +$1.73M +167,150 +100%
ACP
10
Aviance Capital Partners
Florida
$2.29M -$148K -14,357 -6%
IWM
11
IHT Wealth Management
Illinois
$2.07M +$167K +16,154 +9%
BF
12
BOK Financial
Oklahoma
$1.91M -$64.7K -6,260 -3%
BCWM
13
Bartlett & Co Wealth Management
Ohio
$1.82M +$1.82M +175,825 New
BC
14
Bartlett & Co
Ohio
$1.81M
GWM
15
GSB Wealth Management
Connecticut
$1.64M +$23.7K +2,290 +1%
US Bancorp
16
US Bancorp
Minnesota
$1.63M -$116K -11,178 -7%
Wells Fargo
17
Wells Fargo
California
$1.62M -$79.3K -7,676 -5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.51M +$95K +9,191 +7%
PAG
19
Private Advisor Group
New Jersey
$1.44M +$1.25M +120,516 +612%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.4M -$250K -24,171 -15%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.36M -$172K -16,633 -11%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.31M -$7.26K -703 -0.5%
WPC
23
Waters Parkerson & Co
Louisiana
$1.28M +$31K +3,000 +2%
AG
24
Advisor Group
Arizona
$1.15M -$52K -5,033 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.12M +$179K +17,318 +19%

DNP Hedge Fund Activity: Q1 2018 in Review

183 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q1 2018, worth a combined $119M — down 7.1% from $128M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DNP and 21 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 59 added.

The largest buyer was LPL Financial, adding an estimated $1.73M. The largest seller was Bank of America, cutting an estimated $3.92M.

  • 183 institutional investors held DNP Select Income Fund (DNP) as of Q1 2018, down from 186 in Q4 2017.
  • Funds reported $119M of DNP Select Income Fund stock for Q1 2018, down 7.1% quarter-over-quarter.
  • 21 funds opened new DNP Select Income Fund positions in Q1 2018 and 22 closed out, a net change of -1 holder.
  • The largest DNP Select Income Fund buyer in Q1 2018 was LPL Financial, an estimated $1.73M added.
  • The largest DNP Select Income Fund seller in Q1 2018 was Bank of America, an estimated $3.92M sold.

Based on aggregated 13F filings for Q1 2018.