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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

162 hedge funds and large institutions have $506M invested in Gabelli Dividend & Income Trust in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
59
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.8M
2
CA
Cornerstone Advisors
North Carolina
+$4.61M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.31M
4
PWP
Private Wealth Partners
California
+$1.64M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.21M

Top Sellers

1
PCM
Penserra Capital Management
California
-$12M
2
SFS
Shaker Financial Services
Virginia
-$5.74M
3
SIA
Sit Investment Associates
Minnesota
-$3.43M
4
LCM
Landscape Capital Management
New Jersey
-$2.28M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$2.89M -$120K -4,990 -4%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$2.5M +$2.31M +93,586 +1,186%
WAM
28
Wolverine Asset Management
Illinois
$2.36M -$1.31M -54,540 -36%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.2M +$538K +22,463 +32%
LOPW
30
Live Oak Private Wealth
North Carolina
$2.19M – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.02M -$89.7K -3,742 -4%
MWM
32
Maltin Wealth Management
New Jersey
$1.9M +$41.5K +1,733 +2%
SFS
33
Shaker Financial Services
Virginia
$1.88M -$5.74M -239,361 -75%
LCM
34
Landscape Capital Management
New Jersey
$1.88M -$2.28M -94,999 -55%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.82M +$62K +2,586 +4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.81M +$133K +5,554 +8%
FF
37
FourThought Financial
Florida
$1.53M +$15.7K +656 +1%
SIG
38
Sargent Investment Group
Maryland
$1.48M +$240K +10,000 +19%
KAS
39
Kestra Advisory Services
Texas
$1.46M -$83.1K -3,469 -5%
CL
40
CSS LLC
Illinois
$1.35M +$6.4K +267 +0.5%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$1.27M -$2.97K -124 -0.2%
Deutsche Bank
42
Deutsche Bank
Germany
$1.17M +$551K +23,000 +89%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.09M +$3.74K +156 +0.3%
LIG
44
Lokken Investment Group
Delaware
$1.07M -$9.18K -383 -0.8%
AA
45
AQR Arbitrage
Connecticut
$1.06M -$1.19M -49,564 -53%
RJT
46
Raymond James Trust
Florida
$1.01M +$82.8K +3,459 +9%
SI
47
Stephens Inc
Arkansas
$962K +$55.8K +2,328 +6%
Truist Financial
48
Truist Financial
North Carolina
$946K +$41.5K +1,731 +5%
9WM
49
9258 Wealth Management
Ohio
$868K -$20.3K -847 -2%
WI
50
Wintrust Investments
Illinois
$840K +$840K +35,074 New
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