We are live on ! Find out more
GCV

Gabelli Convertible and Income Securities Fund

34 hedge funds and large institutions have $19.4M invested in Gabelli Convertible and Income Securities Fund in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% less ownership

Funds ownership: 22.61%21.58% (-1%)

6% less funds holding

Funds holding: 3634 (-2)

8% less capital invested

Capital invested by funds: $21.2M → $19.4M (-$1.8M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$5.53M +$164K +31,858 +3%
Morgan Stanley
2
Morgan Stanley
New York
$4.32M +$33.5K +6,484 +0.7%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.53M +$794K +153,757 +26%
AAM
4
Advisors Asset Management
Colorado
$2.15M -$57.2K -11,087 -2%
Stifel Financial
5
Stifel Financial
Missouri
$462K
PA
6
PFG Advisors
Arizona
$366K +$6.6K +1,279 +2%
GC
7
Guggenheim Capital
Illinois
$360K -$15.7K -3,048 -4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$342K -$77 -15 -0%
EH
9
Equitable Holdings
New York
$319K -$77.4K -15,000 -18%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$204K -$26.2K -5,080 -11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$191K +$718 +139 +0.3%
WCM
12
Windsor Capital Management
Arizona
$176K -$34.3K -6,648 -15%
SA
13
SFI Advisors
New Jersey
$156K -$148K -28,682 -47%
LMKC
14
L.M. Kohn & Company
Ohio
$136K -$2.5K -484 -2%
AWS
15
Atria Wealth Solutions
New York
$133K -$7.84K -1,518 -5%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$123K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$107K
LPL Financial
18
LPL Financial
California
$96.1K -$2.18K -422 -2%
Bank of America
19
Bank of America
North Carolina
$87.4K -$5.16K -1,000 -5%
GCIA
20
Gabelli & Co Investment Advisers
New York
$84.4K -$1.74M -337,425 -95%
ASN
21
Advisory Services Network
Georgia
$82K +$1.93K +373 +2%
TC
22
TownSquare Capital
Utah
$78.1K
GWSG
23
GPS Wealth Strategies Group
Colorado
$69.3K
IAIM
24
International Assets Investment Management
Florida
$67.8K +$72.9K +14,123 New
NA
25
NewEdge Advisors
Louisiana
$61K +$516 +100 +0.8%

GCV Hedge Fund Activity: Q4 2022 in Review

34 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Gabelli Convertible and Income Securities Fund (GCV) for Q4 2022, worth a combined $19.4M — down 8.5% from $21.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GCV and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 9 added.

The largest buyer was Osaic Holdings, adding an estimated $794K. The largest seller was Gabelli & Co Investment Advisers, cutting an estimated $1.74M.

  • 34 institutional investors held Gabelli Convertible and Income Securities Fund (GCV) as of Q4 2022, down from 36 in Q3 2022.
  • Funds reported $19.4M of Gabelli Convertible and Income Securities Fund stock for Q4 2022, down 8.5% quarter-over-quarter.
  • 3 funds opened new Gabelli Convertible and Income Securities Fund positions in Q4 2022 and 4 closed out, a net change of -1 holder.
  • The largest Gabelli Convertible and Income Securities Fund buyer in Q4 2022 was Osaic Holdings, an estimated $794K added.
  • The largest Gabelli Convertible and Income Securities Fund seller in Q4 2022 was Gabelli & Co Investment Advisers, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2022.