GDL

GDL Fund

25 hedge funds and large institutions have $22M invested in GDL Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$6.24M 770,218 +770,218 New
GI
2
GAMCO Investors
Connecticut
$2.57M 314,740 -128,151 -29%
Morgan Stanley
3
Morgan Stanley
New York
$2.03M 248,846 -2,056 -0.8%
CA
4
Cornerstone Advisors
North Carolina
$1.64M 200,987 +12,699 +7%
ZA
5
Zazove Associates
Nevada
$1.63M 200,522 -177,700 -47%
Bank of America
6
Bank of America
North Carolina
$1.48M 181,511 -4,096 -2%
AA
7
Ancora Advisors
Ohio
$1.42M 174,626
NA
8
NewEdge Advisors
Louisiana
$1M 123,310 +1,705 +1%
CL
9
CSS LLC
Illinois
$951K 116,648
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$765K 93,808 -140 -0.1%
PAS
11
Park Avenue Securities
New York
$680K 83,472 -3,919 -4%
BRWA
12
B. Riley Wealth Advisors
Florida
$440K 54,061 +779 +1%
Wells Fargo
13
Wells Fargo
California
$242K 29,743 +199 +0.7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$220K 26,939 -3,087 -10%
SA
15
Sanctuary Advisors
Indiana
$180K 22,321 -174 -0.8%
ICMP
16
Integrated Capital Management (Pennsylvania)
Pennsylvania
$140K 17,202 +109 +0.6%
LCM
17
Landscape Capital Management
New Jersey
$109K 13,410 +2,820 +27%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$104K 12,720 +4,126 +48%
PAG
19
Private Advisor Group
New Jersey
$102K 12,527
UBS Group
20
UBS Group
Switzerland
$25.4K 3,117 -3,519 -53%
WAM
21
Wolverine Asset Management
Illinois
$19.6K 2,405 -2,828 -54%
Osaic Holdings
22
Osaic Holdings
Arizona
$16.8K 2,067 +17 +0.8%
MSFP
23
Mark Sheptoff Financial Planning
Connecticut
$16.3K 2,000
CFD
24
Creative Financial Designs
Indiana
$14K 1,717
VWM
25
Venturi Wealth Management
Texas
$3.86K 474