GDL

GDL Fund
GDL

Overview Fund Activity

32 hedge funds and large institutions have $41M invested in GDL Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIA
1
Gabelli & Co Investment Advisers
New York
$14.5M
2
GI
2
GAMCO Investors
Connecticut
$3.46M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$441K
4
ICMP
4
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$39.9K

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$709K
2
RVPG
2
Relative Value Partners Group
$7.25M
3
Bank of America
3
Bank of America
North Carolina
$2.1M
4
CA
4
Cornerstone Advisors
North Carolina
$1.49M
5
SG
5
StoneX Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$39.9K +$39.9K +5,082 New
UBS Group
27
UBS Group
Switzerland
$38.1K -$82.2K -10,484 -68%
MSFP
28
Mark Sheptoff Financial Planning
Connecticut
$15.7K – – –
CFD
29
Creative Financial Designs
Indiana
$13.5K – – –
WAM
30
Wolverine Asset Management
Illinois
$11.7K +$11.7K +1,496 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$9K -$48.8K -6,533 -84%
VWM
32
Venturi Wealth Management
Texas
$3.72K – – –
SG
33
StoneX Group
New York
– -$110K -13,982 Closed
AAS
34
Ameritas Advisory Services
Nebraska
– -$8.87K -1,130 Closed
1
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