ECF

Ellsworth Growth & Income Fund

41 hedge funds and large institutions have $43.7M invested in Ellsworth Growth & Income Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$194K +$194K +22,601 New
DA
27
Doliver Advisors
Texas
$186K +$186K +18,895 New
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$177K +$74.8K +8,700 +73%
IWM
29
IHT Wealth Management
Illinois
$158K +$10.3K +1,200 +7%
RJT
30
Raymond James Trust
Florida
$151K
LJAC
31
L.J. Altfest & Co
New York
$145K -$53.7K -6,250 -27%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$137K -$4.12K -479 -3%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$102K
Goldman Sachs
34
Goldman Sachs
New York
$102K +$102K +11,900 New
SCM
35
Saba Capital Management
New York
$86K +$86K +10,000 New
Bank of America
36
Bank of America
North Carolina
$67K +$6.55K +760 +11%
Osaic Holdings
37
Osaic Holdings
Arizona
$17K +$17K +2,000 New
RFM
38
Royal Fund Management
Florida
$11K
PA
39
Parallel Advisors
California
$6K
RFA
40
Reilly Financial Advisors
California
$6K
AWM
41
Avior Wealth Management
Nebraska
$1K
LWAC
42
Laurel Wealth Advisors (California)
California
-$317K -26,963 Closed
TFCP
43
Twin Focus Capital Partners
Massachusetts
-$212K -18,000 Closed
OPA
44
Old Port Advisors
Maine
-$143K -11,973 Closed
GWM
45
Geneos Wealth Management
Colorado
-$10K -913 Closed