F
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP • NYSE
Flaherty & Crumrine Dynamic Preferred and Income Fund is a publicly traded company on NYSE. As of Q3 2025, 71 institutional investors hold shares in this company, with total holdings valued at $101.5M. RAYMOND JAMES FINANCIAL INC is the largest holder with a position valued at $27.7M.
Websitepreferredincome.com
Overview
Overview of institutional ownership in DFP as of Q3 2025
All Institutions
- Institutions
- 71
- Value Held
- $101.5M
- Shares Held
- 4.7M
- Avg Position
- $1.4M
- Median Position
- $309.5K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.0M
- Shares Held
- 91.9K
- Avg Position
- $994.8K
- Median Position
- $994.8K
Biggest Investors
Institutions with the largest positions in DFP as of Q3 2025
| Institution | Position Value |
|---|---|
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $27.7M 0.01% of portfolio |
I IAT REINSURANCE CO LTD. Institution | $7.9M 2.04% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $7.7M 0.06% of portfolio |
 Invesco Ltd. ETF Provider | $7.0M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $6.6M 0.00% of portfolio |
L LPL Financial LLC Institution | $4.8M 0.00% of portfolio |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $3.3M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $2.8M 0.00% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $2.6M 0.10% of portfolio |
 Smith Asset Management Co., LLC RIA/Wealth | $2.2M 1.86% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DFP in Q3 2025
- Traded
- +$6.3M
- Buyers
- 38
- Sellers
- 22
- Total Bought
- +$13.2M
- Total Sold
- −$6.9M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$4.3M +198.5K shares |
WELLS FARGO & COMPANY/MN Institution | +$2.5M +117.4K shares |
 1607 Capital Partners, LLC Hedge Fund•Sector | +$1.7M +79.5K shares |
F Fiera Capital Corp Institution | +$1.2M +53.9K shares |
 Wela Strategies, LLC RIA/Wealth | +$517.6K +23.9K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$504.0K +23.3K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$459.4K +21.2K shares |
Invesco Ltd. ETF Provider | +$312.1K +14.4K shares |
 Pathstone Holdings, LLC Family Office | +$294.2K +-206.4K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$245.0K +11.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Shaker Financial Services, LLC RIA/Wealth | −$1.3M −61.4K shares |
 AMERIPRISE FINANCIAL INC Institution | −$1.3M −61.2K shares |
L LPL Financial LLC Institution | −$988.6K −45.7K shares |
MORGAN STANLEY RIA/Wealth | −$631.3K −29.2K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$597.4K −29.1K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | −$488.3K −23.8K shares |
 Strategic Advocates LLC RIA/Wealth | −$400.0K −18.5K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | −$246.3K −11.4K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | −$161.7K −7.9K shares |
 1776 Wealth LLC RIA/Wealth | −$161.4K −7.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DFP in Q3 2025
- New Positions
- 7
- New Value
- $2.6M
- Exited Positions
- 6
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | $1.7M 79.5K shares |
Wela Strategies, LLC RIA/Wealth | $517.6K 23.9K shares |
M MGB Wealth Management, LLC RIA/Wealth | $216.4K 10.0K shares |
 Union Bankshares Corp Institution | $97.4K 4.5K shares |
 Triumph Capital Management RIA/Wealth | $92.0K 4.3K shares |
R Russell Investments Group, Ltd. RIA/Wealth | $3.2K 150.0 shares |
V Virtu Financial LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $597.4K 29.1K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $488.3K 23.8K shares |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $161.7K 7.9K shares |
 FMR LLC Institution | $8.2K 400.0 shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $739.0 36.0 shares |
V Virtu Financial LLC Institution | - 12.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in DFP as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DFP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
I IAT REINSURANCE CO LTD. Institution | 2.04% $7.9M |
Smith Asset Management Co., LLC RIA/Wealth | 1.86% $2.2M |
W Whipplewood Advisors, LLC RIA/Wealth | 1.37% $2.1M |
Shaker Financial Services, LLC RIA/Wealth | 0.52% $1.5M |
 SEAMOUNT FINANCIAL GROUP INC RIA/Wealth | 0.48% $1.0M |
 Revisor Wealth Management LLC RIA/Wealth | 0.48% $1.4M |
1776 Wealth LLC RIA/Wealth | 0.44% $1.1M |
 Samalin Investment Counsel, LLC RIA/Wealth | 0.34% $988.4K |
Wela Strategies, LLC RIA/Wealth | 0.20% $517.6K |
P Palogic Value Management, L.P. RIA/Wealth | 0.19% $443.6K |
Hedge Fund Spotlight
Discover hedge funds investing in DFP
Walleye Trading Advisors, LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerWilliam Dunning England
- Portfolio Value
- $11.2B
- Positions
- 1,691
- Last Reported
- Q3 2025
Sector Allocation
F
Position in Flaherty & Crumrine Dynamic Preferred and Income Fund
- Market Value
- $269.1K
- Shares Held
- 12.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $463.8M | 4.15% | |
Specialty Retail Consumer Cyclical | $346.6M | 3.10% | |
Auto - Manufacturers Consumer Cyclical | $288.5M | 2.58% |
