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GCV

Gabelli Convertible and Income Securities Fund

26 hedge funds and large institutions have $24.9M invested in Gabelli Convertible and Income Securities Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

16% more capital invested

Capital invested by funds: $21.5M → $24.9M (+$3.35M)

0.18% more ownership

Funds ownership: 25.63%25.81% (+0.18%)

4% less funds holding

Funds holding: 2726 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$5.8M
AAM
2
Advisors Asset Management
Colorado
$4.37M -$93.2K -19,128 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.81M +$216K +44,288 +6%
Morgan Stanley
4
Morgan Stanley
New York
$3.54M +$89.7K +18,399 +3%
GCIA
5
Gabelli & Co Investment Advisers
New York
$1.83M
GC
6
Guggenheim Capital
Illinois
$1.41M -$4.89K -1,003 -0.4%
WCM
7
Windsor Capital Management
Arizona
$897K -$80.4K -16,484 -9%
Stifel Financial
8
Stifel Financial
Missouri
$570K +$113K +23,100 +26%
CL
9
CSS LLC
Illinois
$453K
Invesco
10
Invesco
Georgia
$400K -$10.1K -2,064 -3%
LPL Financial
11
LPL Financial
California
$386K +$8.81K +1,807 +2%
EH
12
Equitable Holdings
New York
$340K -$48.7K -10,000 -13%
PA
13
PFG Advisors
Arizona
$300K +$23K +4,710 +9%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$229K +$3.9K +800 +2%
Bank of America
15
Bank of America
North Carolina
$164K -$12K -2,460 -7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$106K +$5.7K +1,169 +6%
ASN
17
Advisory Services Network
Georgia
$73K
FAAS
18
First Allied Advisory Services
California
$56K
PAG
19
Private Advisor Group
New Jersey
$46K +$43.9K +9,000 New
Wells Fargo
20
Wells Fargo
California
$34K
SMG
21
Spectrum Management Group
Indiana
$17K
UBS Group
22
UBS Group
Switzerland
$15K +$2.32K +475 +19%
WAM
23
Wolverine Asset Management
Illinois
$11K +$6.25K +1,283 +128%
APA
24
American Portfolios Advisors
New York
$10.3K +$9.81K +2,013 New
FHA
25
Flagship Harbor Advisors
Massachusetts
$7K

GCV Hedge Fund Activity: Q2 2020 in Review

26 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Gabelli Convertible and Income Securities Fund (GCV) for Q2 2020, worth a combined $24.9M — up 16% from $21.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GCV and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was Osaic Holdings, adding an estimated $216K. The largest seller was Advisors Asset Management, cutting an estimated $93.2K.

  • 26 institutional investors held Gabelli Convertible and Income Securities Fund (GCV) as of Q2 2020, down from 27 in Q1 2020.
  • Funds reported $24.9M of Gabelli Convertible and Income Securities Fund stock for Q2 2020, up 16% quarter-over-quarter.
  • 3 funds opened new Gabelli Convertible and Income Securities Fund positions in Q2 2020 and 4 closed out, a net change of -1 holder.
  • The largest Gabelli Convertible and Income Securities Fund buyer in Q2 2020 was Osaic Holdings, an estimated $216K added.
  • The largest Gabelli Convertible and Income Securities Fund seller in Q2 2020 was Advisors Asset Management, an estimated $93.2K sold.

Based on aggregated 13F filings for Q2 2020.