GDL

GDL Fund

30 hedge funds and large institutions have $31.9M invested in GDL Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RVPG
1
Relative Value Partners Group
$8.29M 1,057,047 -22,951 -2%
AW
2
Atlas Wealth
Ohio
$5.41M 690,334 +690,334 New
ZA
3
Zazove Associates
Nevada
$2.51M 320,357 +117,039 +58%
GI
4
GAMCO Investors
Connecticut
$2.45M 312,133 -103,043 -25%
Bank of America
5
Bank of America
North Carolina
$2.43M 310,021 -4,171 -1%
Morgan Stanley
6
Morgan Stanley
New York
$1.89M 240,773 -19,657 -8%
CA
7
Cornerstone Advisors
North Carolina
$1.76M 224,669 +30,114 +15%
AA
8
Ancora Advisors
Ohio
$1.37M 174,626
EP
9
Eudaimonia Partners
Tennessee
$969K 123,647 +555 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$926K 118,076 -181 -0.2%
PAS
11
Park Avenue Securities
New York
$865K 110,302 -1,411 -1%
CL
12
CSS LLC
Illinois
$848K 108,154 +1,618 +2%
BRWA
13
B. Riley Wealth Advisors
Florida
$463K 59,079 +30,874 +109%
Wells Fargo
14
Wells Fargo
California
$289K 36,909 -23,385 -39%
RJA
15
Raymond James & Associates
Florida
$214K 27,324 -61,544 -69%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$163K 20,739 +20,739 New
AA
17
AQR Arbitrage
Connecticut
$147K 18,721 +18,721 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$146K 18,571 -3,082 -14%
PAG
19
Private Advisor Group
New Jersey
$136K 20,737 -1,333 -6%
ICMP
20
Integrated Capital Management (Pennsylvania)
Pennsylvania
$132K 16,872 -1,279 -7%
UBS Group
21
UBS Group
Switzerland
$96.7K 12,330 -6,585 -35%
9WM
22
9258 Wealth Management
Ohio
$93.2K 11,886 -2,425 -17%
Osaic Holdings
23
Osaic Holdings
Arizona
$86K 10,976 +424 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$69K 8,737 +999 +13%
MCI
25
MRP Capital Investments
Georgia
$47K 6,000 +6,000 New