We are live on ! Find out more
GDV icon

Gabelli Dividend & Income Trust

162 hedge funds and large institutions have $521M invested in Gabelli Dividend & Income Trust in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0.4% more ownership

Funds ownership: 21.98%22.37% (+0.4%)

0% more funds holding

Funds holding: 162162 (0)

0% less capital invested

Capital invested by funds: $522M → $521M (-$736K)

Holders
162
Holders Change
Holders Change %
0%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
67
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$3.04M -$8.03K -303 -0.3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.48M +$150K +5,656 +6%
LOPW
28
Live Oak Private Wealth
North Carolina
$2.35M
MWM
29
Maltin Wealth Management
New Jersey
$2.09M +$35.6K +1,345 +2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.06M +$12.5K +473 +0.6%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.96M -$198K -7,484 -10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.91M -$98.2K -3,704 -5%
QC
33
Quantedge Capital
Singapore
$1.78M +$1.83M +69,161 New
KAS
34
Kestra Advisory Services
Texas
$1.53M +$28.2K +1,064 +2%
SIG
35
Sargent Investment Group
Maryland
$1.46M -$79.5K -3,000 -5%
LIG
36
Lokken Investment Group
Delaware
$1.23M +$63.8K +2,409 +5%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$1.16M -$54.2K -2,044 -4%
DADC
38
D.A. Davidson & Co
Montana
$1.09M +$335K +12,657 +43%
RJT
39
Raymond James Trust
Florida
$1.03M +$13.3K +500 +1%
CL
40
CSS LLC
Illinois
$1.02M -$133K -5,000 -11%
SI
41
Stephens Inc
Arkansas
$993K -$15K -567 -1%
9WM
42
9258 Wealth Management
Ohio
$919K -$16.1K -607 -2%
NSIM
43
North Star Investment Management
Illinois
$896K +$2.86K +108 +0.3%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$890K
WI
45
Wintrust Investments
Illinois
$866K +$890K +33,571 New
SC
46
Stolper & Co
Oklahoma
$846K +$483K +18,226 +125%
BRWA
47
B. Riley Wealth Advisors
Florida
$829K +$9.3K +351 +1%
AGA
48
Accuvest Global Advisors
Utah
$815K
Truist Financial
49
Truist Financial
North Carolina
$793K -$50.6K -1,910 -6%
CIAS
50
Capital Investment Advisory Services
North Carolina
$790K +$120K +4,525 +17%