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Gabelli Dividend & Income Trust

179 hedge funds and large institutions have $542M invested in Gabelli Dividend & Income Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

63% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 38

10% more funds holding

Funds holding: 162179 (+17)

4% more capital invested

Capital invested by funds: $521M → $542M (+$20.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 22.37%22.21% (-0.17%)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
62
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.63M +$29K +1,090 +1%
LOPW
27
Live Oak Private Wealth
North Carolina
$2.46M
MWM
28
Maltin Wealth Management
New Jersey
$2.21M +$26.4K +990 +1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.14M +$141K +5,314 +7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.95M -$209K -7,835 -10%
SWM
31
Silverlake Wealth Management
Vermont
$1.86M +$1.84M +68,978 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.8M -$204K -7,666 -11%
QC
33
Quantedge Capital
Singapore
$1.74M -$128K -4,820 -7%
KAS
34
Kestra Advisory Services
Texas
$1.55M -$54.9K -2,061 -3%
SIG
35
Sargent Investment Group
Maryland
$1.53M
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$1.29M +$80.1K +3,010 +7%
LIG
37
Lokken Investment Group
Delaware
$1.28M -$4.18K -157 -0.3%
DADC
38
D.A. Davidson & Co
Montana
$1.14M +$27 +1 +0%
CL
39
CSS LLC
Illinois
$1.07M
SI
40
Stephens Inc
Arkansas
$1.04M -$2.42K -91 -0.2%
MCA
41
MSH Capital Advisors
Arizona
$978K +$964K +36,221 New
9WM
42
9258 Wealth Management
Ohio
$975K +$12.9K +486 +1%
RJT
43
Raymond James Trust
Florida
$970K -$109K -4,086 -10%
SC
44
Stolper & Co
Oklahoma
$968K +$81.9K +3,075 +9%
CIAS
45
Capital Investment Advisory Services
North Carolina
$959K +$130K +4,870 +16%
NSIM
46
North Star Investment Management
Illinois
$941K +$2.85K +107 +0.3%
WI
47
Wintrust Investments
Illinois
$933K +$26K +978 +3%
BRWA
48
B. Riley Wealth Advisors
Florida
$897K +$29.2K +1,096 +3%
5L
49
55I LLC
Massachusetts
$852K +$840K +31,543 New
AGA
50
Accuvest Global Advisors
Utah
$846K