GDL

GDL Fund
GDL

Overview Fund Activity

31 hedge funds and large institutions have $28M invested in GDL Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZA
1
Zazove Associates
Nevada
$2.79M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$295K
3
SG
3
StoneX Group
New York
$110K
4
AA
4
AQR Arbitrage
Connecticut
$238K
5
UBS Group
5
UBS Group
Switzerland
$120K

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$2.01M
2
RVPG
2
Relative Value Partners Group
$7.54M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$819K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$358K
5
PAS
5
Park Avenue Securities
New York
$782K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$7.54M 961,424 -95,623 -9%
ZA
2
Zazove Associates
Nevada
$2.79M 355,151 +34,794 +11%
GI
3
GAMCO Investors
Connecticut
$2.45M 312,667 +534 +0.2%
Bank of America
4
Bank of America
North Carolina
$2.36M 300,320 -9,701 -3%
AW
5
Atlas Wealth
Ohio
$2.01M 256,842 -433,492 -63%
Morgan Stanley
6
Morgan Stanley
New York
$1.9M 241,755 +982 +0.4%
CA
7
Cornerstone Advisors
North Carolina
$1.69M 215,740 -8,929 -4%
AA
8
Ancora Advisors
Ohio
$1.37M 174,626 – –
EP
9
Eudaimonia Partners
Tennessee
$983K 125,287 +1,640 +1%
CL
10
CSS LLC
Illinois
$861K 109,808 +1,654 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$819K 104,429 -13,647 -12%
PAS
12
Park Avenue Securities
New York
$782K 99,703 -10,599 -10%
BRWA
13
B. Riley Wealth Advisors
Florida
$358K 45,638 -13,441 -23%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$295K 37,580 +16,841 +81%
Wells Fargo
15
Wells Fargo
California
$269K 34,291 -2,618 -7%
AA
16
AQR Arbitrage
Connecticut
$238K 30,341 +11,620 +62%
RJA
17
Raymond James & Associates
Florida
$212K 27,035 -289 -1%
ICMP
18
Integrated Capital Management (Pennsylvania)
Pennsylvania
$195K 12,342 -4,530 -27%
PAG
19
Private Advisor Group
New Jersey
$163K 20,737 – –
UBS Group
20
UBS Group
Switzerland
$120K 15,339 +3,009 +24%
IWC
21
Integrated Wealth Concepts
Massachusetts
$110K 14,024 -4,547 -24%
SG
22
StoneX Group
New York
$110K 13,982 +13,982 New
9WM
23
9258 Wealth Management
Ohio
$93.2K 11,886 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$81.4K 10,377 -599 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$61K 7,737 -1,000 -11%
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