We are live on ! Find out more
GDL

GDL Fund

40 hedge funds and large institutions have $53.8M invested in GDL Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

8% more funds holding

Funds holding: 3740 (+3)

6.55% less ownership

Funds ownership: 48.78%42.23% (-6.5%)

10% less capital invested

Capital invested by funds: $59.9M → $53.8M (-$6.16M)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
17
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
1
Gabelli & Co Investment Advisers
New York
$14.3M
RVPG
2
Relative Value Partners Group
$7.7M -$2.37M -291,043 -24%
RJA
3
Raymond James & Associates
Florida
$6.64M +$830K +102,134 +14%
GI
4
GAMCO Investors
Connecticut
$2.94M +$1.75K +216 +0.1%
CA
5
Cornerstone Advisors
North Carolina
$2.06M +$169K +20,799 +9%
MC
6
Matisse Capital
Oregon
$2.04M -$1.02M -125,409 -34%
Bank of America
7
Bank of America
North Carolina
$1.98M +$60.2K +7,410 +3%
MIG
8
Mariner Investment Group
New York
$1.83M +$46.5K +5,726 +3%
AA
9
Ancora Advisors
Ohio
$1.59M
Morgan Stanley
10
Morgan Stanley
New York
$1.56M -$4.15M -510,227 -73%
ZA
11
Zazove Associates
Nevada
$1.41M +$147K +18,100 +12%
1CP
12
1607 Capital Partners
Virginia
$1.1M +$1.08M +133,336 New
CL
13
CSS LLC
Illinois
$868K +$12.1K +1,493 +1%
BI
14
Bulldog Investors
New Jersey
$846K +$707K +87,054 +553%
EP
15
Eudaimonia Partners
Tennessee
$709K -$17.2K -2,113 -2%
Stifel Financial
16
Stifel Financial
Missouri
$683K -$2.87K -353 -0.4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$575K +$101K +12,448 +22%
PAS
18
Park Avenue Securities
New York
$570K +$563K +69,292 New
Wells Fargo
19
Wells Fargo
California
$539K +$14.3K +1,756 +3%
CCP
20
Cardan Capital Partners
Colorado
$457K -$211K -25,949 -32%
WAM
21
Wolverine Asset Management
Illinois
$417K +$63.1K +7,764 +18%
CCP
22
Clough Capital Partners
Massachusetts
$362K +$103K +12,707 +41%
9WM
23
9258 Wealth Management
Ohio
$353K -$9.45K -1,163 -3%
MAM
24
Marquette Asset Management
Minnesota
$334K
6M
25
6 Meridian
Kansas
$298K +$75.5K +9,291 +35%

GDL Hedge Fund Activity: Q2 2020 in Review

40 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in GDL Fund (GDL) for Q2 2020, worth a combined $53.8M — down 10% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GDL positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $1.08M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $5.25M sold.

  • 40 institutional investors held GDL Fund (GDL) as of Q2 2020, up from 37 in Q1 2020.
  • Funds reported $53.8M of GDL Fund stock for Q2 2020, down 10% quarter-over-quarter.
  • 7 funds opened new GDL Fund positions in Q2 2020 and 4 closed out, a net change of +3 holders.
  • The largest GDL Fund buyer in Q2 2020 was 1607 Capital Partners, an estimated $1.08M added.
  • The largest GDL Fund seller in Q2 2020 was Lazard Asset Management, an estimated $5.25M sold.

Based on aggregated 13F filings for Q2 2020.