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Gabelli Dividend & Income Trust

132 hedge funds and large institutions have $369M invested in Gabelli Dividend & Income Trust in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

16% more capital invested

Capital invested by funds: $318M → $369M (+$50.9M)

1.6% less ownership

Funds ownership: 24.69%23.09% (-1.6%)

10% less funds holding

Funds holding: 146132 (-14)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
132
Holders Change
-14
Holders Change %
-9.59%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
46
Reduced
37
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
51
Institute for Wealth Management
Colorado
$440K -$2.03K -120 -0.5%
CS
52
Capital Square
Tennessee
$425K +$5.41K +320 +1%
CRC
53
Curi RMB Capital
Illinois
$402K -$128K -7,591 -25%
SPC
54
Sigma Planning Corp
Michigan
$402K +$5.21K +308 +1%
DC
55
Davenport & Co
Virginia
$386K
WWM
56
Western Wealth Management
Colorado
$352K
HighTower Advisors
57
HighTower Advisors
Illinois
$347K -$25.2K -1,488 -7%
BS
58
Boenning & Scattergood
Pennsylvania
$326K +$3.89K +230 +1%
AAS
59
Avantax Advisory Services
Texas
$325K +$17.4K +1,028 +6%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$323K +$61.3K +3,628 +25%
DADC
61
D.A. Davidson & Co
Montana
$319K -$159K -9,397 -34%
EP
62
Eudaimonia Partners
Tennessee
$304K +$4.99K +295 +2%
DWM
63
Dakota Wealth Management
Florida
$303K +$119K +7,065 +70%
SWP
64
Stratos Wealth Partners
Ohio
$296K +$6.38K +377 +2%
SMC
65
Smith, Moore & Co
Missouri
$274K +$1.13K +67 +0.4%
CAN
66
Cetera Advisor Networks
California
$274K +$19.9K +1,179 +8%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$268K
SFS
68
Sowell Financial Services
Arkansas
$263K -$16.5K -978 -6%
SC
69
Stolper & Co
Oklahoma
$257K
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$255K +$20.3K +1,200 +9%
1WA
71
180 Wealth Advisors
Washington
$254K -$558 -33 -0.2%
EIP
72
Ellis Investment Partners
Pennsylvania
$252K +$242K +14,309 New
PTP
73
Platform Technology Partners
New York
$245K
QCIG
74
Quad-Cities Investment Group
Iowa
$243K +$2.72K +161 +1%
MIAN
75
Mariner Independent Advisor Network
Kansas
$242K -$17.2K -1,018 -7%