GDV icon

Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

154 hedge funds and large institutions have $431M invested in Gabelli Dividend & Income Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
55
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$33.7M
2
1CP
1607 Capital Partners
Virginia
$5.87M
3
LSC
Logan Stone Capital
Illinois
$2.92M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.62M
5
CA
Cornerstone Advisors
North Carolina
$2.14M

Top Sellers

1
GCIA
Gabelli & Co Investment Advisers
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$126M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$14.2M
4
USCWA
U.S. Capital Wealth Advisors
Texas
$0
5
Bank of America
Bank of America
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.66M -$318K -15,418 -11%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$2.62M +$2.59M +125,465 +8,725%
OC
28
Oppenheimer & Co
New York
$2.61M +$63.8K +3,096 +3%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.32M -$59.8K -2,902 -3%
SWM
30
Silverlake Wealth Management
Vermont
$2.24M +$47.7K +2,314 +2%
CA
31
Cornerstone Advisors
North Carolina
$2.14M +$2.14M +103,700 New
AGA
32
Accuvest Global Advisors
Utah
$1.95M +$1.07M +51,856 +121%
LOPW
33
Live Oak Private Wealth
North Carolina
$1.88M – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.86M -$202K -9,808 -10%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.49M +$42.3K +2,052 +3%
WP
36
WealthPLAN Partners
Nebraska
$1.27M +$1.27M +57,219 New
WIM
37
WealthPlan Investment Management
Nebraska
$1.26M +$119K +5,408 +10%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$1.21M +$134K +6,506 +12%
SIG
39
Sargent Investment Group
Maryland
$1.17M – – –
AA
40
AQR Arbitrage
Connecticut
$1.15M +$1.15M +55,715 New
MCA
41
MSH Capital Advisors
Arizona
$1.14M +$43.4K +2,107 +4%
GC
42
Guggenheim Capital
Illinois
$1.1M -$863K -41,891 -44%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.01M +$542K +26,281 +116%
SI
44
Stephens Inc
Arkansas
$988K +$84.6K +4,103 +9%
DADC
45
D.A. Davidson & Co
Montana
$976K -$62 -3 -0%
LIG
46
Lokken Investment Group
Delaware
$928K -$30.6K -1,486 -3%
WAM
47
Weiss Asset Management
Massachusetts
$914K +$914K +44,350 New
BRWA
48
B. Riley Wealth Advisors
Florida
$870K +$16.6K +801 +2%
KIG
49
Kennedy Investment Group
New Jersey
$867K +$867K +42,051 New
CL
50
CSS LLC
Illinois
$861K +$13.5K +655 +2%
1
2
3 4 5