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DNP Select Income Fund

306 hedge funds and large institutions have $256M invested in DNP Select Income Fund in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

1% more funds holding

Funds holding: 304306 (+2)

1% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 90

1.07% less ownership

Funds ownership: 9.71%8.64% (-1.1%)

21% less capital invested

Capital invested by funds: $323M → $256M (-$67.2M)

Holders
306
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
89
Reduced
90
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.3M -$9.87M -1,138,343 -22%
LPL Financial
2
LPL Financial
California
$17.7M +$3.28M +378,310 +21%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.8M +$461K +53,206 +3%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$11M -$1.1M -126,625 -9%
BCA
5
Bay Colony Advisors
Massachusetts
$10.2M +$630K +72,687 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.85M -$264K -30,456 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.52M +$642K +74,012 +8%
Bank of America
8
Bank of America
North Carolina
$7.47M -$1.33M -153,093 -14%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.15M +$28.3K +3,267 +0.4%
AFA
10
American Financial Advisors
Georgia
$7.04M -$9.59M -1,106,337 -56%
AWM
11
Apollon Wealth Management
South Carolina
$6.82M +$137K +15,819 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.62M -$1.93M -222,781 -25%
UBS Group
13
UBS Group
Switzerland
$4.45M -$296K -34,143 -6%
RJA
14
Raymond James & Associates
Florida
$4.43M +$423K +48,812 +10%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$3.89M +$233K +26,876 +6%
FIA
16
Foundations Investment Advisors
Arizona
$3.69M -$261K -30,099 -6%
JWCA
17
J.W. Cole Advisors
Florida
$3.56M +$131K +15,118 +4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.47M -$590K -68,060 -14%
ASN
19
Advisory Services Network
Georgia
$2.56M -$761K -87,753 -22%
GWM
20
GSB Wealth Management
Connecticut
$2.39M -$84.2K -9,714 -3%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$2.2M -$62.1K -7,162 -3%
SFS
22
Sowell Financial Services
Arkansas
$2.06M -$10.1K -1,164 -0.5%
SWA
23
Stratos Wealth Advisors
Ohio
$1.97M +$310K +35,802 +18%
WAM
24
Wolverine Asset Management
Illinois
$1.9M +$1.97M +227,033 +5,329%
AA
25
Axiom Advisory
California
$1.83M +$1.83M +211,050 New

DNP Hedge Fund Activity: Q2 2024 in Review

306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DNP Select Income Fund (DNP) for Q2 2024, worth a combined $256M — down 21% from $323M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DNP positions and 27 closed out — a net gain of 8 holders — while 89 added to existing stakes and 90 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.28M. The largest seller was Hartline Investment Corp, exiting entirely with an estimated $10.6M sold.

  • 306 institutional investors held DNP Select Income Fund (DNP) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $256M of DNP Select Income Fund stock for Q2 2024, down 21% quarter-over-quarter.
  • 35 funds opened new DNP Select Income Fund positions in Q2 2024 and 27 closed out, a net change of +8 holders.
  • The largest DNP Select Income Fund buyer in Q2 2024 was LPL Financial, an estimated $3.28M added.
  • The largest DNP Select Income Fund seller in Q2 2024 was Hartline Investment Corp, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2024.