GDL

GDL Fund

27 hedge funds and large institutions have $40.9M invested in GDL Fund in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
27
Holders Change
-6
Holders Change %
-18.18%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
2
Increased
7
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$14.8M 1,846,943
RVPG
2
Relative Value Partners Group
$6.78M 843,254 -20,213 -2%
GI
3
GAMCO Investors
Connecticut
$3.56M 442,652 +267 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$3.49M 434,454 +229,911 +112%
ZA
5
Zazove Associates
Nevada
$3.04M 378,222 +23,071 +6%
Bank of America
6
Bank of America
North Carolina
$1.88M 233,435 -28,338 -11%
CA
7
Cornerstone Advisors
North Carolina
$1.47M 182,343 +5,018 +3%
AA
8
Ancora Advisors
Ohio
$1.4M 174,626
CL
9
CSS LLC
Illinois
$910K 113,195
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$731K 90,915 -4,125 -4%
PAS
11
Park Avenue Securities
New York
$686K 85,377 -3,668 -4%
NA
12
NewEdge Advisors
Louisiana
$548K 69,407 +69,407 New
BRWA
13
B. Riley Wealth Advisors
Florida
$397K 49,327 -12,469 -20%
Wells Fargo
14
Wells Fargo
California
$279K 34,692 +2,776 +9%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$277K 34,500 -3,394 -9%
PAG
16
Private Advisor Group
New Jersey
$149K 18,527 +74 +0.4%
RJA
17
Raymond James & Associates
Florida
$140K 17,380 -5,337 -23%
ICMP
18
Integrated Capital Management (Pennsylvania)
Pennsylvania
$130K 16,178 -701 -4%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$69.1K 8,594
Osaic Holdings
20
Osaic Holdings
Arizona
$64.3K 8,018 -275 -3%
UBS Group
21
UBS Group
Switzerland
$32.2K 4,004 -1,766 -31%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$16.4K 2,044 +2,044 New
MSFP
23
Mark Sheptoff Financial Planning
Connecticut
$16.1K 2,000
CFD
24
Creative Financial Designs
Indiana
$13.8K 1,717
WAM
25
Wolverine Asset Management
Illinois
$10.2K 1,264 -5,627 -82%