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DNP Select Income Fund

287 hedge funds and large institutions have $305M invested in DNP Select Income Fund in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

19% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 74

1% more funds holding

Funds holding: 284287 (+3)

0.13% more ownership

Funds ownership: 8.88%9.01% (+0.13%)

8% less capital invested

Capital invested by funds: $331M → $305M (-$26.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
287
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
88
Reduced
74
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.8M +$4.92M +487,584 +10%
AFA
2
American Financial Advisors
Georgia
$20.1M -$894K -88,708 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.3M -$1.27M -125,625 -6%
LPL Financial
4
LPL Financial
California
$18.5M -$196K -19,466 -1%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$12.9M +$2.49M +246,920 +22%
Osaic Holdings
6
Osaic Holdings
Arizona
$9.7M +$978K +97,003 +11%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$9.05M +$110K +10,866 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.91M +$207K +20,505 +2%
Bank of America
9
Bank of America
North Carolina
$8.72M -$144K -14,241 -2%
CA
10
Cetera Advisors
Colorado
$6.94M +$686K +68,069 +10%
UBS Group
11
UBS Group
Switzerland
$6.21M +$305K +30,278 +5%
AWM
12
Apollon Wealth Management
South Carolina
$5.78M +$459K +45,518 +8%
RJA
13
Raymond James & Associates
Florida
$5.32M -$286K -28,381 -5%
ASN
14
Advisory Services Network
Georgia
$4.29M +$97.7K +9,688 +2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$4.21M +$107K +10,588 +2%
CAN
16
Cetera Advisor Networks
California
$4.11M +$611K +60,593 +16%
NEWAS
17
N.E.W. Advisory Services
Wisconsin
$4.03M +$4.05M +402,073 +1,893%
JWCA
18
J.W. Cole Advisors
Florida
$3.56M +$7.77K +771 +0.2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.56M -$808K -80,146 -18%
GWM
20
GSB Wealth Management
Connecticut
$3.34M -$390K -38,666 -10%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$3.03M +$144K +14,281 +5%
IWM
22
IHT Wealth Management
Illinois
$2.89M -$2.32M -230,544 -43%
FHC
23
First Heartland Consultants
Missouri
$2.44M +$87.3K +8,661 +4%
BCA
24
Bay Colony Advisors
Massachusetts
$2.16M +$868K +86,044 +61%
VCM
25
Vivaldi Capital Management
Illinois
$2.05M

DNP Hedge Fund Activity: Q3 2023 in Review

287 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q3 2023, worth a combined $305M — down 7.9% from $331M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DNP positions and 21 closed out — a net gain of 7 holders — while 88 added to existing stakes and 74 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.92M. The largest seller was IHT Wealth Management, cutting an estimated $2.32M.

  • 287 institutional investors held DNP Select Income Fund (DNP) as of Q3 2023, up from 284 in Q2 2023.
  • Funds reported $305M of DNP Select Income Fund stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 28 funds opened new DNP Select Income Fund positions in Q3 2023 and 21 closed out, a net change of +7 holders.
  • The largest DNP Select Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $4.92M added.
  • The largest DNP Select Income Fund seller in Q3 2023 was IHT Wealth Management, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2023.