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Gabelli Dividend & Income Trust

133 hedge funds and large institutions have $386M invested in Gabelli Dividend & Income Trust in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $369M → $386M (+$17.1M)

1% more funds holding

Funds holding: 132133 (+1)

0.09% more ownership

Funds ownership: 23.09%23.18% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
37
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.62M +$180K +9,668 +7%
GC
27
Guggenheim Capital
Illinois
$2.39M +$85.1K +4,575 +4%
CRC
28
Curi RMB Capital
Illinois
$1.98M +$1.59M +85,188 +373%
WAM
29
Wolverine Asset Management
Illinois
$1.93M +$1.82M +97,864 +1,374%
AA
30
AQR Arbitrage
Connecticut
$1.87M +$520K +27,930 +38%
LOPW
31
Live Oak Private Wealth
North Carolina
$1.67M
MWM
32
Maltin Wealth Management
New Jersey
$1.57M -$213K -11,452 -12%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.5M -$50.5K -2,715 -3%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$1.44M -$173K -9,273 -11%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.37M +$116K +6,214 +9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.3M +$447K +24,038 +51%
KAS
37
Kestra Advisory Services
Texas
$1.07M +$1.09M +58,837 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$1.04M +$63.1K +3,393 +6%
CL
39
CSS LLC
Illinois
$1.02M +$18.2K +979 +2%
AGA
40
Accuvest Global Advisors
Utah
$991K +$1M +53,995 New
SIG
41
Sargent Investment Group
Maryland
$950K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$844K -$194K -10,441 -19%
Truist Financial
43
Truist Financial
North Carolina
$723K -$78.6K -4,226 -10%
RJT
44
Raymond James Trust
Florida
$710K -$24.8K -1,330 -3%
SI
45
Stephens Inc
Arkansas
$709K -$10.1K -541 -1%
9WM
46
9258 Wealth Management
Ohio
$699K -$120K -6,424 -14%
YCM
47
Yakira Capital Management
Connecticut
$696K
NSIM
48
North Star Investment Management
Illinois
$677K -$49.1K -2,639 -7%
AAS
49
Avantax Advisory Services
Texas
$633K +$299K +16,046 +87%
WI
50
Wintrust Investments
Illinois
$617K +$9.49K +510 +2%