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DNP Select Income Fund

304 hedge funds and large institutions have $323M invested in DNP Select Income Fund in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

4% more capital invested

Capital invested by funds: $310M → $323M (+$12.8M)

0.56% less ownership

Funds ownership: 10.27%9.71% (-0.56%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 312304 (-8)

Holders
304
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
103
Reduced
73
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.1M -$38.9M -4,400,232 -46%
AFA
2
American Financial Advisors
Georgia
$17.8M -$569K -64,390 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.9M +$858K +97,132 +5%
LPL Financial
4
LPL Financial
California
$16.1M +$1.03M +116,457 +7%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$13.3M +$800K +90,547 +7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.1M +$9.24M +1,045,691 +572%
BCA
7
Bay Colony Advisors
Massachusetts
$10.6M +$1.26M +142,074 +14%
HIC
8
Hartline Investment Corp
Illinois
$10.6M +$10.3M +1,169,092 New
Bank of America
9
Bank of America
North Carolina
$9.63M +$590K +66,816 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.73M +$612K +69,301 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.22M -$497K -56,208 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.86M -$745K -84,249 -9%
AWM
13
Apollon Wealth Management
South Carolina
$7.38M +$660K +74,705 +10%
UBS Group
14
UBS Group
Switzerland
$5.22M -$108K -12,270 -2%
CAN
15
Cetera Advisor Networks
California
$4.99M +$1.19M +134,651 +32%
CA
16
Cetera Advisors
Colorado
$4.71M +$312K +35,319 +7%
RJA
17
Raymond James & Associates
Florida
$4.45M -$25.3K -2,858 -0.6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.44M +$434K +49,111 +11%
FIA
19
Foundations Investment Advisors
Arizona
$4.35M +$1.72M +194,553 +68%
NEWAS
20
N.E.W. Advisory Services
Wisconsin
$4.05M +$12.2K +1,383 +0.3%
JWCA
21
J.W. Cole Advisors
Florida
$3.79M +$189K +21,371 +5%
ASN
22
Advisory Services Network
Georgia
$3.62M -$221K -24,963 -6%
GAA
23
Global Assets Advisory
Florida
$3.29M +$263K +29,733 New
GWM
24
GSB Wealth Management
Connecticut
$2.72M -$25.2K -2,851 -0.9%
FHC
25
First Heartland Consultants
Missouri
$2.55M +$200K +22,577 +9%

DNP Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q1 2024, worth a combined $323M — up 4.1% from $310M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of DNP and 29 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 103 added.

The largest buyer was Hartline Investment Corp, opening a new position worth an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $38.9M.

  • 304 institutional investors held DNP Select Income Fund (DNP) as of Q1 2024, down from 312 in Q4 2023.
  • Funds reported $323M of DNP Select Income Fund stock for Q1 2024, up 4.1% quarter-over-quarter.
  • 29 funds opened new DNP Select Income Fund positions in Q1 2024 and 32 closed out, a net change of -3 holders.
  • The largest DNP Select Income Fund buyer in Q1 2024 was Hartline Investment Corp, an estimated $10.3M added.
  • The largest DNP Select Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $38.9M sold.

Based on aggregated 13F filings for Q1 2024.