GDL

GDL Fund
GDL

Overview Fund Activity

27 hedge funds and large institutions have $39.1M invested in GDL Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
8
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$931K
2
MCI
2
MRP Capital Investments
Georgia
$342K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$479K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$756K
5
PAS
5
Park Avenue Securities
New York
$708K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.79M
2
RVPG
2
Relative Value Partners Group
$6.35M
3
Bank of America
3
Bank of America
North Carolina
$1.73M
4
CA
4
Cornerstone Advisors
North Carolina
$1.37M
5
PAG
5
Private Advisor Group
New Jersey
$91.8K
Name Market Value Shares Shares
Change 		Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$14.7M 1,846,943 – –
RVPG
2
Relative Value Partners Group
$6.35M 806,682 -36,572 -4%
GI
3
GAMCO Investors
Connecticut
$3.52M 442,652 – –
ZA
4
Zazove Associates
Nevada
$3.01M 378,222 – –
Morgan Stanley
5
Morgan Stanley
New York
$1.79M 225,082 -209,372 -48%
Bank of America
6
Bank of America
North Carolina
$1.73M 217,307 -16,128 -7%
AA
7
Ancora Advisors
Ohio
$1.39M 174,626 – –
CA
8
Cornerstone Advisors
North Carolina
$1.37M 172,213 -10,130 -6%
NA
9
NewEdge Advisors
Louisiana
$931K 116,992 +47,585 +69%
CL
10
CSS LLC
Illinois
$915K 114,893 +1,698 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$756K 95,000 +4,085 +4%
PAS
12
Park Avenue Securities
New York
$708K 88,958 +3,581 +4%
BRWA
13
B. Riley Wealth Advisors
Florida
$479K 61,796 +12,469 +25%
MCI
14
MRP Capital Investments
Georgia
$342K 5,000 +5,000 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$244K 30,716 -3,784 -11%
Wells Fargo
16
Wells Fargo
California
$228K 28,591 -6,101 -18%
RJA
17
Raymond James & Associates
Florida
$130K 16,390 -990 -6%
ICMP
18
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128K 16,111 -67 -0.4%
PAG
19
Private Advisor Group
New Jersey
$91.8K 11,527 -7,000 -38%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$68.4K 8,594 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$66.9K 8,400 +382 +5%
UBS Group
22
UBS Group
Switzerland
$38.1K 4,792 +788 +20%
WAM
23
Wolverine Asset Management
Illinois
$28.6K 3,595 +2,331 +184%
MSFP
24
Mark Sheptoff Financial Planning
Connecticut
$15.9K 2,000 – –
CFD
25
Creative Financial Designs
Indiana
$13.7K 1,717 – –
1
2