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GCV

Gabelli Convertible and Income Securities Fund

34 hedge funds and large institutions have $23.7M invested in Gabelli Convertible and Income Securities Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

6% more funds holding

Funds holding: 3234 (+2)

1.06% more ownership

Funds ownership: 19.8%20.86% (+1.1%)

7% less capital invested

Capital invested by funds: $25.6M → $23.7M (-$1.9M)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$6.85M
Morgan Stanley
2
Morgan Stanley
New York
$5.29M -$63.9K -10,348 -1%
AAM
3
Advisors Asset Management
Colorado
$2.84M +$1.9M +308,105 +197%
GCIA
4
Gabelli & Co Investment Advisers
New York
$2.17M
Osaic Holdings
5
Osaic Holdings
Arizona
$2.12M -$316K -51,278 -13%
Stifel Financial
6
Stifel Financial
Missouri
$589K -$20.7K -3,350 -3%
EH
7
Equitable Holdings
New York
$468K
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$464K -$50.1K -8,120 -10%
PA
9
PFG Advisors
Arizona
$463K +$51.2K +8,293 +12%
WCM
10
Windsor Capital Management
Arizona
$299K -$22.5K -3,644 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$270K +$5.06K +820 +2%
AWS
12
Atria Wealth Solutions
New York
$215K +$217K +35,115 New
LMKC
13
L.M. Kohn & Company
Ohio
$186K +$187K +30,245 New
PAG
14
Private Advisor Group
New Jersey
$176K +$9.26K +1,500 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$168K +$23.9K +3,879 +16%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$149K +$4.04K +654 +3%
GC
17
Guggenheim Capital
Illinois
$145K +$146K +23,680 New
Bank of America
18
Bank of America
North Carolina
$132K -$64.9K -10,524 -33%
LPL Financial
19
LPL Financial
California
$131K -$7.97K -1,291 -6%
TC
20
TownSquare Capital
Utah
$101K
ASN
21
Advisory Services Network
Georgia
$98K +$2.22K +359 +2%
CIC
22
Cutler Investment Counsel
Oregon
$67K +$67.9K +11,000 New
CAN
23
Claraphi Advisory Network
United States
$62K -$33.9K -5,500 -35%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$49K
Wells Fargo
25
Wells Fargo
California
$42K +$1.23K +200 +3%

GCV Hedge Fund Activity: Q1 2022 in Review

34 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Gabelli Convertible and Income Securities Fund (GCV) for Q1 2022, worth a combined $23.7M — down 7.4% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GCV positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.9M. The largest seller was CSS LLC, exiting entirely with an estimated $501K sold.

  • 34 institutional investors held Gabelli Convertible and Income Securities Fund (GCV) as of Q1 2022, up from 32 in Q4 2021.
  • Funds reported $23.7M of Gabelli Convertible and Income Securities Fund stock for Q1 2022, down 7.4% quarter-over-quarter.
  • 7 funds opened new Gabelli Convertible and Income Securities Fund positions in Q1 2022 and 5 closed out, a net change of +2 holders.
  • The largest Gabelli Convertible and Income Securities Fund buyer in Q1 2022 was Advisors Asset Management, an estimated $1.9M added.
  • The largest Gabelli Convertible and Income Securities Fund seller in Q1 2022 was CSS LLC, an estimated $501K sold.

Based on aggregated 13F filings for Q1 2022.