GDL

GDL Fund

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
Name Market Value Shares Shares
Change
Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$14.5M 1,846,943 +1,846,943 New
RVPG
2
Relative Value Partners Group
$7.25M 923,599 -37,825 -4%
GI
3
GAMCO Investors
Connecticut
$3.46M 441,433 +128,766 +41%
ZA
4
Zazove Associates
Nevada
$2.79M 355,151
Bank of America
5
Bank of America
North Carolina
$2.1M 267,669 -32,651 -11%
Morgan Stanley
6
Morgan Stanley
New York
$1.87M 238,920 -2,835 -1%
CA
7
Cornerstone Advisors
North Carolina
$1.49M 190,074 -25,666 -12%
AA
8
Ancora Advisors
Ohio
$1.37M 174,626
EP
9
Eudaimonia Partners
Tennessee
$988K 125,937 +650 +0.5%
CL
10
CSS LLC
Illinois
$875K 111,491 +1,683 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$781K 99,500 -4,929 -5%
PAS
12
Park Avenue Securities
New York
$719K 91,660 -8,043 -8%
AW
13
Atlas Wealth
Ohio
$709K 89,272 -167,570 -65%
BRWA
14
B. Riley Wealth Advisors
Florida
$441K 56,188 +10,550 +23%
Wells Fargo
15
Wells Fargo
California
$245K 31,292 -2,999 -9%
AA
16
AQR Arbitrage
Connecticut
$215K 27,351 -2,990 -10%
RJA
17
Raymond James & Associates
Florida
$213K 27,148 +113 +0.4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$192K 24,442 -13,138 -35%
PAG
19
Private Advisor Group
New Jersey
$153K 19,403 -1,334 -6%
ICMP
20
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K 17,462 +5,120 +41%
IWC
21
Integrated Wealth Concepts
Massachusetts
$110K 14,024
9WM
22
9258 Wealth Management
Ohio
$93.2K 11,886
Osaic Holdings
23
Osaic Holdings
Arizona
$59.4K 7,567 -2,810 -27%
MCI
24
MRP Capital Investments
Georgia
$47.1K 6,000
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$42.1K 5,372 +81 +2%