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GCV

Gabelli Convertible and Income Securities Fund

18 hedge funds and large institutions have $13.8M invested in Gabelli Convertible and Income Securities Fund in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

0.56% less ownership

Funds ownership: 16.75%16.19% (-0.56%)

2% less capital invested

Capital invested by funds: $14.1M → $13.8M (-$232K)

10% less funds holding

Funds holding: 2018 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$7.21M
Morgan Stanley
2
Morgan Stanley
New York
$3.02M +$304K +48,160 +11%
WCM
3
Windsor Capital Management
Arizona
$2.46M -$120K -19,066 -5%
US Bancorp
4
US Bancorp
Minnesota
$271K
Bank of America
5
Bank of America
North Carolina
$163K +$3.37K +534 +2%
Deutsche Bank
6
Deutsche Bank
Germany
$158K +$61.8K +9,800 +61%
LPL Financial
7
LPL Financial
California
$149K +$3.2K +508 +2%
AIG
8
American International Group
New York
$107K +$3.15K +500 +3%
WS
9
Wedbush Securities
California
$71K -$6.99K -1,108 -9%
DA
10
Doliver Advisors
Texas
$69K +$70.9K +11,243 New
Wells Fargo
11
Wells Fargo
California
$45K
UBS Group
12
UBS Group
Switzerland
$29K +$27.1K +4,297 +1,043%
FAM
13
Formidable Asset Management
Ohio
$28K +$29.3K +4,650 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$26K
NFG
15
Next Financial Group
Texas
$11K
Creative Planning
16
Creative Planning
Kansas
$6K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$3K +$3.15K +500 New
AAM
18
Advisors Asset Management
Colorado
-$687K -112,569 Closed
VKH
19
Virtu KCG Holdings
New York
-$124K -20,334 Closed
BRWA
20
B. Riley Wealth Advisors
Florida
-$17 -2,834 Closed
NPC
21
National Planning Corporation
California
-$7.96K -1,322 Closed
RFA
22
Reilly Financial Advisors
California
-$1K -200 Closed

GCV Hedge Fund Activity: Q1 2015 in Review

18 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Gabelli Convertible and Income Securities Fund (GCV) for Q1 2015, worth a combined $13.8M — down 1.7% from $14.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GCV and 3 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $304K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $687K sold.

  • 18 institutional investors held Gabelli Convertible and Income Securities Fund (GCV) as of Q1 2015, down from 20 in Q4 2014.
  • Funds reported $13.8M of Gabelli Convertible and Income Securities Fund stock for Q1 2015, down 1.7% quarter-over-quarter.
  • 3 funds opened new Gabelli Convertible and Income Securities Fund positions in Q1 2015 and 5 closed out, a net change of -2 holders.
  • The largest Gabelli Convertible and Income Securities Fund buyer in Q1 2015 was Morgan Stanley, an estimated $304K added.
  • The largest Gabelli Convertible and Income Securities Fund seller in Q1 2015 was Advisors Asset Management, an estimated $687K sold.

Based on aggregated 13F filings for Q1 2015.