We are live on ! Find out more
GCV

Gabelli Convertible and Income Securities Fund

24 hedge funds and large institutions have $10.3M invested in Gabelli Convertible and Income Securities Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9% more funds holding

Funds holding: 2224 (+2)

0.59% less ownership

Funds ownership: 16.56%15.97% (-0.59%)

7% less capital invested

Capital invested by funds: $11.1M → $10.3M (-$796K)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$5.27M +$3.77K +870 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$1.82M -$464K -107,230 -21%
WCM
3
Windsor Capital Management
Arizona
$1.49M -$89.9K -20,763 -6%
SFS
4
Shaker Financial Services
Virginia
$472K +$444K +102,655 New
AIG
5
American International Group
New York
$253K -$51.4K -11,874 -18%
CA
6
Cornerstone Advisors
North Carolina
$253K +$238K +55,045 New
WAM
7
Wolverine Asset Management
Illinois
$165K -$45K -10,396 -22%
LCM
8
Landscape Capital Management
New Jersey
$137K +$77.9K +18,001 +153%
Bank of America
9
Bank of America
North Carolina
$123K -$2.16K -500 -2%
LPL Financial
10
LPL Financial
California
$92K -$30.3K -6,990 -25%
US Bancorp
11
US Bancorp
Minnesota
$57K
Deutsche Bank
12
Deutsche Bank
Germany
$33K
MFW
13
Mosaic Family Wealth
Missouri
$20K
UBS Group
14
UBS Group
Switzerland
$20K +$15.7K +3,631 +506%
Wells Fargo
15
Wells Fargo
California
$14K -$4.42K -1,020 -25%
SNT
16
Security National Trust
West Virginia
$11K +$9.96K +2,300 New
NFG
17
Next Financial Group
Texas
$8K
Creative Planning
18
Creative Planning
Kansas
$5K
GWM
19
Geneos Wealth Management
Colorado
$5K +$4.76K +1,100 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K
TRCT
21
Tower Research Capital (TRC)
New York
$2K +$1.08K +250 +145%
GI
22
Gradient Investments
Minnesota
$1K +$524 +121 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$63
CRC
24
Curi RMB Capital
Illinois
-$479K -100,158 Closed
IA
25
IFP Advisors
Florida
-$17K -3,465 Closed

GCV Hedge Fund Activity: Q1 2016 in Review

24 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Gabelli Convertible and Income Securities Fund (GCV) for Q1 2016, worth a combined $10.3M — down 7.2% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GCV positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $444K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $479K sold.

  • 24 institutional investors held Gabelli Convertible and Income Securities Fund (GCV) as of Q1 2016, up from 22 in Q4 2015.
  • Funds reported $10.3M of Gabelli Convertible and Income Securities Fund stock for Q1 2016, down 7.2% quarter-over-quarter.
  • 6 funds opened new Gabelli Convertible and Income Securities Fund positions in Q1 2016 and 4 closed out, a net change of +2 holders.
  • The largest Gabelli Convertible and Income Securities Fund buyer in Q1 2016 was Shaker Financial Services, an estimated $444K added.
  • The largest Gabelli Convertible and Income Securities Fund seller in Q1 2016 was Curi RMB Capital, an estimated $479K sold.

Based on aggregated 13F filings for Q1 2016.