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DNP Select Income Fund

246 hedge funds and large institutions have $238M invested in DNP Select Income Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 55

0.7% less ownership

Funds ownership: 7.3%6.6% (-0.7%)

5% less funds holding

Funds holding: 258246 (-12)

8% less capital invested

Capital invested by funds: $259M → $238M (-$20.8M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
246
Holders Change
-12
Holders Change %
-4.65%
% of All Funds
4.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
90
Reduced
55
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.7M +$5.21M +485,980 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17M +$45.1K +4,212 +0.3%
AFA
3
American Financial Advisors
Georgia
$14.9M +$72.2K +6,740 +0.5%
LPL Financial
4
LPL Financial
California
$9.96M +$301K +28,138 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.74M +$143K +13,382 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.7M -$133K -12,393 -1%
JWCA
7
J.W. Cole Advisors
Florida
$7.49M -$305K -28,456 -4%
Cohen & Steers
8
Cohen & Steers
New York
$7.33M +$465K +43,439 +7%
Bank of America
9
Bank of America
North Carolina
$6.95M +$105K +9,755 +2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$6.36M +$1.32M +123,629 +26%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.79M +$17K +1,587 +0.3%
UBS Group
12
UBS Group
Switzerland
$5.49M +$425K +39,688 +8%
RJA
13
Raymond James & Associates
Florida
$4.25M +$73.3K +6,838 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.53M +$179K +16,719 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.43M +$109K +10,179 +3%
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$3.4M +$37.3K +3,477 +1%
ASN
17
Advisory Services Network
Georgia
$3.07M +$771K +71,973 +33%
DADC
18
D.A. Davidson & Co
Montana
$2.99M +$422K +39,368 +16%
BCA
19
Bay Colony Advisors
Massachusetts
$2.95M +$353K +32,903 +13%
BCM
20
Brookstone Capital Management
Illinois
$2.09M +$1.15M +107,256 +121%
Lido Advisors
21
Lido Advisors
California
$2.06M -$149K -13,926 -7%
Wells Fargo
22
Wells Fargo
California
$1.99M +$71K +6,624 +4%
VCM
23
Vivaldi Capital Management
Illinois
$1.94M
NRI
24
NFP Retirement Inc
California
$1.94M -$28.3K -2,642 -1%
BCWM
25
Bartlett & Co Wealth Management
Ohio
$1.8M

DNP Hedge Fund Activity: Q3 2021 in Review

246 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q3 2021, worth a combined $238M — down 8% from $259M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of DNP and 17 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 90 added.

The largest buyer was Morgan Stanley, adding an estimated $5.21M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $27.3M sold.

  • 246 institutional investors held DNP Select Income Fund (DNP) as of Q3 2021, down from 258 in Q2 2021.
  • Funds reported $238M of DNP Select Income Fund stock for Q3 2021, down 8% quarter-over-quarter.
  • 17 funds opened new DNP Select Income Fund positions in Q3 2021 and 26 closed out, a net change of -9 holders.
  • The largest DNP Select Income Fund buyer in Q3 2021 was Morgan Stanley, an estimated $5.21M added.
  • The largest DNP Select Income Fund seller in Q3 2021 was Karpus Investment Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q3 2021.