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GCV

Gabelli Convertible and Income Securities Fund

21 hedge funds and large institutions have $9.19M invested in Gabelli Convertible and Income Securities Fund in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.93% less ownership

Funds ownership: 15.97%14.04% (-1.9%)

10% less capital invested

Capital invested by funds: $10.3M → $9.19M (-$1.06M)

13% less funds holding

Funds holding: 2421 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$4.4M -$912K -200,001 -17%
Morgan Stanley
2
Morgan Stanley
New York
$1.75M -$88.5K -19,409 -5%
WCM
3
Windsor Capital Management
Arizona
$1.47M -$31K -6,802 -2%
SFS
4
Shaker Financial Services
Virginia
$763K +$281K +61,532 +60%
Bank of America
5
Bank of America
North Carolina
$182K +$57K +12,500 +47%
AG
6
Advisor Group
Arizona
$152K +$150K +32,961 New
CA
7
Cornerstone Advisors
North Carolina
$96K -$157K -34,420 -63%
DA
8
Doliver Advisors
Texas
$62K +$60.6K +13,293 New
US Bancorp
9
US Bancorp
Minnesota
$58K
LPL Financial
10
LPL Financial
California
$57K -$38.9K -8,528 -41%
UBS Group
11
UBS Group
Switzerland
$50K +$28.7K +6,300 +145%
IA
12
IFP Advisors
Florida
$47K +$46.2K +10,127 New
Deutsche Bank
13
Deutsche Bank
Germany
$33K
MFW
14
Mosaic Family Wealth
Missouri
$21K
Wells Fargo
15
Wells Fargo
California
$14K -$5 -1 -0%
WAM
16
Wolverine Asset Management
Illinois
$13K -$151K -33,206 -92%
NFG
17
Next Financial Group
Texas
$8K
Creative Planning
18
Creative Planning
Kansas
$5K
GWM
19
Geneos Wealth Management
Colorado
$5K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K
GI
21
Gradient Investments
Minnesota
$1K
AIG
22
American International Group
New York
-$253K -54,805 Closed
LCM
23
Landscape Capital Management
New Jersey
-$137K -29,767 Closed
SNT
24
Security National Trust
West Virginia
-$11K -2,300 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$2K -423 Closed

GCV Hedge Fund Activity: Q2 2016 in Review

21 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Gabelli Convertible and Income Securities Fund (GCV) for Q2 2016, worth a combined $9.19M — down 10% from $10.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GCV and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Shaker Financial Services, adding an estimated $281K. The largest seller was GAMCO Investors, cutting an estimated $912K.

  • 21 institutional investors held Gabelli Convertible and Income Securities Fund (GCV) as of Q2 2016, down from 24 in Q1 2016.
  • Funds reported $9.19M of Gabelli Convertible and Income Securities Fund stock for Q2 2016, down 10% quarter-over-quarter.
  • 3 funds opened new Gabelli Convertible and Income Securities Fund positions in Q2 2016 and 6 closed out, a net change of -3 holders.
  • The largest Gabelli Convertible and Income Securities Fund buyer in Q2 2016 was Shaker Financial Services, an estimated $281K added.
  • The largest Gabelli Convertible and Income Securities Fund seller in Q2 2016 was GAMCO Investors, an estimated $912K sold.

Based on aggregated 13F filings for Q2 2016.