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GCV

Gabelli Convertible and Income Securities Fund

20 hedge funds and large institutions have $15.5M invested in Gabelli Convertible and Income Securities Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

5% more funds holding

Funds holding: 1920 (+1)

3% more capital invested

Capital invested by funds: $15M → $15.5M (+$487K)

0.08% more ownership

Funds ownership: 17.78%17.86% (+0.08%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$7.37M
WCM
2
Windsor Capital Management
Arizona
$2.88M -$59K -9,504 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.59M +$90.9K +14,645 +4%
AAM
4
Advisors Asset Management
Colorado
$799K -$43.9K -7,074 -5%
LPL Financial
5
LPL Financial
California
$427K -$19.6K -3,155 -4%
DMAM
6
Del Mar Asset Management
New York
$344K +$340K +54,700 New
US Bancorp
7
US Bancorp
Minnesota
$286K
U
8
UBS
Switzerland
$232K -$20.4K -3,287 -8%
Bank of America
9
Bank of America
North Carolina
$143K +$106K +17,000 +296%
VKH
10
Virtu KCG Holdings
New York
$127K +$125K +20,186 New
Deutsche Bank
11
Deutsche Bank
Germany
$79K +$18K +2,900 +30%
WS
12
Wedbush Securities
California
$78K +$6.74K +1,085 +10%
AIG
13
American International Group
New York
$68.9K +$33.2K +5,355 +96%
Wells Fargo
14
Wells Fargo
California
$32K -$6 -1 -0%
BRWA
15
B. Riley Wealth Advisors
Florida
$27.5K +$27.2K +4,373 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$27K +$12.4K +2,000 +89%
Citigroup
17
Citigroup
New York
$13K +$12.8K +2,056 New
Creative Planning
18
Creative Planning
Kansas
$6K
TRCT
19
Tower Research Capital (TRC)
New York
$2K +$1.79K +289 New
GC
20
Guggenheim Capital
Illinois
-$271K -43,778 Closed
SFS
21
Shaker Financial Services
Virginia
-$127K -20,548 Closed
WAM
22
Wolverine Asset Management
Illinois
-$12K -2,000 Closed
Barclays
23
Barclays
United Kingdom
-$1K -166 Closed

GCV Hedge Fund Activity: Q2 2014 in Review

20 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Gabelli Convertible and Income Securities Fund (GCV) for Q2 2014, worth a combined $15.5M — up 3.2% from $15M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GCV positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Del Mar Asset Management, opening a new position worth an estimated $340K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $271K sold.

  • 20 institutional investors held Gabelli Convertible and Income Securities Fund (GCV) as of Q2 2014, up from 19 in Q1 2014.
  • Funds reported $15.5M of Gabelli Convertible and Income Securities Fund stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 5 funds opened new Gabelli Convertible and Income Securities Fund positions in Q2 2014 and 4 closed out, a net change of +1 holder.
  • The largest Gabelli Convertible and Income Securities Fund buyer in Q2 2014 was Del Mar Asset Management, an estimated $340K added.
  • The largest Gabelli Convertible and Income Securities Fund seller in Q2 2014 was Guggenheim Capital, an estimated $271K sold.

Based on aggregated 13F filings for Q2 2014.