We are live on ! Find out more
GDV icon

Gabelli Dividend & Income Trust

156 hedge funds and large institutions have $439M invested in Gabelli Dividend & Income Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 154156 (+2)

2% more capital invested

Capital invested by funds: $431M → $439M (+$7.57M)

0.28% more ownership

Funds ownership: 23.14%23.43% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
56
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.55M -$733K -34,557 -22%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.49M +$152K +7,163 +6%
First Trust Advisors
28
First Trust Advisors
Illinois
$2.27M -$649K -30,635 -22%
SWM
29
Silverlake Wealth Management
Vermont
$1.95M -$314K -14,824 -14%
LOPW
30
Live Oak Private Wealth
North Carolina
$1.9M
AA
31
AQR Arbitrage
Connecticut
$1.61M +$458K +21,605 +39%
WP
32
WealthPLAN Partners
Nebraska
$1.58M +$399K +18,800 +33%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$1.52M -$1.77M -83,557 -53%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.5M -$5.17K -244 -0.3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.24M +$223K +10,497 +21%
MCA
36
MSH Capital Advisors
Arizona
$1.2M +$52.1K +2,458 +4%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$1.2M -$21.5K -1,012 -2%
SIG
38
Sargent Investment Group
Maryland
$1.19M
DADC
39
D.A. Davidson & Co
Montana
$1.12M +$134K +6,301 +13%
GC
40
Guggenheim Capital
Illinois
$1.03M -$72.4K -3,415 -6%
SI
41
Stephens Inc
Arkansas
$1M +$3.94K +186 +0.4%
AGA
42
Accuvest Global Advisors
Utah
$985K -$1M -47,356 -50%
LIG
43
Lokken Investment Group
Delaware
$931K -$4.64K -219 -0.5%
BRWA
44
B. Riley Wealth Advisors
Florida
$920K +$47.3K +2,230 +5%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$896K +$57K +2,690 +7%
CL
46
CSS LLC
Illinois
$886K +$17.7K +834 +2%
KIG
47
Kennedy Investment Group
New Jersey
$871K -$2.92K -138 -0.3%
TCA
48
Transcend Capital Advisors
New Jersey
$868K -$2.38M -112,280 -73%
SC
49
Stolper & Co
Oklahoma
$829K -$36.3K -1,713 -4%
WI
50
Wintrust Investments
Illinois
$810K +$25.4K +1,196 +3%