Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flaherty & Crumrine Dynamic (DFP)

86 + Investors. Track Smart Money conviction in DFP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — DFP

Based on 86 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DFP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
86 hedge funds hold DFP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

43 buying31 selling
Last quarter: 43 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new DFP position: 13 → 13 → 4 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 29% medium ■ 14% new
49 out of 86 hedge funds have held DFP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

9 → 13 → 13 → 4 → 13 new funds/Q
New funds entering each quarter: 13 → 13 → 4 → 13. DFP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 64% veterans vs 20% newcomers

■ 64% veterans ■ 16% 1-2yr ■ 20% new
Entry-cohort mix of 86 holders: 55 (64%) are 2+ year veterans, 14 entered 1–2 years ago, and 17 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
12 of 86 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DFP

In 2026 Q2, 43 hedge funds were net buyers of DFP (13 opened a new position, 30 added to an existing one), while 31 reduced or exited (24 trimmed, 7 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 26% of total institutional value in DFP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 86.

Hedge Fund Ownership: DFP

How many hedge funds hold DFP — quarterly history vs. share price
Quarterly hedge fund ownership of DFP vs. share price

Market Analysis: DFP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: DFP
86 + Investors

Track Smart Money conviction in DFP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 86 80 7.5%
13F Shares 6M 5M 2.69%
Total Value $87M $83M 4.95%
New Positions 13 4 +9
Increased Positions 30 29 +1
Closed Positions 7 9 -2
Reduced Positions 24 27 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFP

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Institutional Holders (2026 Q2)

86 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DFP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Smith Asset Management Co., LLC 1.52% 93,742 $1.9M
2 Whipplewood Advisors, LLC 1.30% 93,297 $1.9M
3 Closed-End Fund Advisors, Inc. 1.02% 50,509 $1.0M
4 1776 Wealth LLC 0.38% 52,097 $1.1M
5 Seamount Financial Group Inc 0.37% 43,904 $907K
6 Revisor Wealth Management LLC 0.26% 52,586 $1.1M
7 Samalin Investment Counsel, LLC 0.18% 27,311 $565K
8 Shaker Financial Services, LLC 0.13% 20,669 $427K
9 Palogic Value Management, L.P. 0.13% 19,500 $403K
10 Hennion & Walsh Asset Management, Inc. 0.13% 218,689 $4.5M
11 1607 Capital Partners, LLC 0.11% 62,441 $1.3M
12 Walled Lake Planning & Wealth Management, LLC 0.06% 10,950 $226K
13 Stance Capital LLC 0.06% 8,771 $181K
14 Abel Hall, LLC 0.04% 10,500 $217K
15 Triumph Capital Management 0.02% 6,375 $132K
16 Guggenheim Capital LLC 0.02% 163,065 $3.4M
17 Fiduciary Alliance LLC 0.01% 10,350 $214K
18 Centaurus Financial, INC. 0.01% 17,483 $361K
19 AlphaCore Capital LLC 0.01% 36,478 $754K
20 Fiduciary Financial Advisors 0.01% 6,262 $129K
21 Thurston, Springer, Miller, Herd & Titak, INC. 0.01% 1,734 $36K
22 Principal Securities, INC. 0.01% 47,982 $992K
23 Golden State Wealth Management, LLC 0.01% 5,611 $116K
24 Fiera Capital Corp 0.01% 100,203 $2.1M
25 Raymond James Financial Inc 0.01% 1,294,453 $26.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Flaherty & Crumrine Dynamic (DFP)

What does the Smart Money Trend signal show for DFP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DFP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFP?

Slight buying edge — 58% buying: Last quarter: 43 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DFP holders?

Strong quality — 26% AUM from major funds: 12 of 86 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DFP?

57% of holders stayed for 2+ years: 49 out of 86 hedge funds have held DFP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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