GDV icon

Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

159 hedge funds and large institutions have $483M invested in Gabelli Dividend & Income Trust in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
53
Reduced
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIA
Gabelli & Co Investment Advisers
New York
$13.2M
2
CA
Cornerstone Advisors
North Carolina
$14.4M
3
1CP
1607 Capital Partners
Virginia
$11.9M
4
RL
RPO LLC
Connecticut
$2.36M
5
LSC
Logan Stone Capital
Illinois
$6.9M

Top Sellers

1
SIG
Sargent Investment Group
Maryland
$354K
2
Bank of America
Bank of America
North Carolina
$31.3M
3
WAM
Wolverine Asset Management
Illinois
$3.71M
4
GC
Guggenheim Capital
Illinois
$424K
5
SFS
Shaker Financial Services
Virginia
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AQR Arbitrage
Connecticut
$2.72M +$1.09M +51,552 +67%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$2.64M -$35.8K -1,696 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.63M +$40.1K +1,900 +2%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.5M -$35.9K -1,701 -1%
RL
30
RPO LLC
Connecticut
$2.36M +$2.36M +111,700 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.3M +$1.04M +49,202 +83%
WP
32
WealthPLAN Partners
Nebraska
$2.25M +$644K +30,487 +40%
First Trust Advisors
33
First Trust Advisors
Illinois
$2.19M -$119K -5,636 -5%
SWM
34
Silverlake Wealth Management
Vermont
$2M +$14.1K +665 +0.7%
LOPW
35
Live Oak Private Wealth
North Carolina
$1.93M – – –
PAS
36
Park Avenue Securities
New York
$1.82M +$1.82M +85,961 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.71M -$74.1K -3,506 -4%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$1.47M +$249K +11,799 +20%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.46M -$61.2K -2,895 -4%
MCA
40
MSH Capital Advisors
Arizona
$1.22M +$1.97K +93 +0.2%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$1.22M -$326K -15,415 -21%
DADC
42
D.A. Davidson & Co
Montana
$1.2M +$65.4K +3,095 +6%
SI
43
Stephens Inc
Arkansas
$1.04M +$21.2K +1,005 +2%
AGA
44
Accuvest Global Advisors
Utah
$1M – – –
RJT
45
Raymond James Trust
Florida
$983K +$216K +10,238 +28%
BRWA
46
B. Riley Wealth Advisors
Florida
$960K +$24.7K +1,169 +3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$936K +$25.2K +1,194 +3%
LIG
48
Lokken Investment Group
Delaware
$926K -$20.3K -960 -2%
CL
49
CSS LLC
Illinois
$915K +$14.5K +687 +2%
KIG
50
Kennedy Investment Group
New Jersey
$887K +$1.75K +83 +0.2%
1
2
3 4 5