GDL

GDL Fund
GDL

Overview Fund Activity

33 hedge funds and large institutions have $39.2M invested in GDL Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$294K
2
BRWA
2
B. Riley Wealth Advisors
Florida
$479K
3
WAM
3
Wolverine Asset Management
Illinois
$53.4K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$66.6K
5
CL
5
CSS LLC
Illinois
$877K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$6.69M
2
AW
2
Atlas Wealth
Ohio
$273K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.59M
4
AA
4
AQR Arbitrage
Connecticut
$108K
5
CA
5
Cornerstone Advisors
North Carolina
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$14.3M 1,846,943 – –
RVPG
2
Relative Value Partners Group
$6.69M 863,467 -60,132 -7%
GI
3
GAMCO Investors
Connecticut
$3.43M 442,385 +952 +0.2%
ZA
4
Zazove Associates
Nevada
$2.75M 355,151 – –
Bank of America
5
Bank of America
North Carolina
$2.03M 261,773 -5,896 -2%
Morgan Stanley
6
Morgan Stanley
New York
$1.59M 204,543 -34,377 -14%
CA
7
Cornerstone Advisors
North Carolina
$1.37M 177,325 -12,749 -7%
AA
8
Ancora Advisors
Ohio
$1.35M 174,626 – –
EP
9
Eudaimonia Partners
Tennessee
$981K 126,618 +681 +0.5%
CL
10
CSS LLC
Illinois
$877K 113,195 +1,704 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$737K 95,040 -4,460 -4%
PAS
12
Park Avenue Securities
New York
$690K 89,045 -2,615 -3%
BRWA
13
B. Riley Wealth Advisors
Florida
$479K 61,796 +5,608 +10%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$294K 37,894 +13,452 +55%
AW
15
Atlas Wealth
Ohio
$273K 35,210 -54,062 -61%
Wells Fargo
16
Wells Fargo
California
$247K 31,916 +624 +2%
RJA
17
Raymond James & Associates
Florida
$176K 22,717 -4,431 -16%
PAG
18
Private Advisor Group
New Jersey
$143K 18,453 -950 -5%
ICMP
19
Integrated Capital Management (Pennsylvania)
Pennsylvania
$131K 16,879 -583 -3%
AA
20
AQR Arbitrage
Connecticut
$108K 13,985 -13,366 -49%
IWC
21
Integrated Wealth Concepts
Massachusetts
$102K 13,114 -910 -6%
9WM
22
9258 Wealth Management
Ohio
$97K 12,511 +625 +5%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$66.6K 8,594 +3,512 +69%
Osaic Holdings
24
Osaic Holdings
Arizona
$64.3K 8,293 +726 +10%
WAM
25
Wolverine Asset Management
Illinois
$53.4K 6,891 +5,395 +361%
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