GDL

GDL Fund

38 hedge funds and large institutions have $90.8M invested in GDL Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
12
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$92K -$137K -14,108 -60%
WAM
27
Wolverine Asset Management
Illinois
$92K +$92K +9,469 New
UBS Group
28
UBS Group
Switzerland
$61K +$14.4K +1,485 +31%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$53K +$53K +5,479 New
JAM
30
Jolley Asset Management
North Carolina
$52K
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$49K +$389 +40 +0.8%
CPIG
32
Chicago Partners Investment Group
Illinois
$39K
TRCT
33
Tower Research Capital (TRC)
New York
$29K +$27K +2,811 +1,385%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$21K +$16.6K +1,760 +374%
TCOV
35
Trust Company of Vermont
Vermont
$15K
IA
36
IFP Advisors
Florida
$12K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$11K -$3.71K -373 -25%
CFA
38
Carroll Financial Associates
North Carolina
$6K +$6K +698 New
ICM
39
Ionic Capital Management
New York
-$897K -87,947 Closed
MAM
40
Marquette Asset Management
Minnesota
-$366K -35,912 Closed
WS
41
Wedbush Securities
California
-$321K -31,434 Closed
SI
42
SII Investments
Wisconsin
-$120K -11,937 Closed
WAM
43
Wealthspire Advisors (Maryland)
Maryland
-$17K
BWA
44
BDO Wealth Advisors
Florida
-$1K