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Gabelli Dividend & Income Trust

133 hedge funds and large institutions have $386M invested in Gabelli Dividend & Income Trust in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $369M → $386M (+$17.1M)

1% more funds holding

Funds holding: 132133 (+1)

0.09% more ownership

Funds ownership: 23.09%23.18% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
37
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SKK
51
Shepherd Kaplan Krochuk
Massachusetts
$494K
Deutsche Bank
52
Deutsche Bank
Germany
$476K
IFWM
53
Institute for Wealth Management
Colorado
$456K -$2.51K -135 -0.5%
CS
54
Capital Square
Tennessee
$449K +$5.56K +299 +1%
LCM
55
Landscape Capital Management
New Jersey
$429K +$435K +23,395 New
AWA
56
Arete Wealth Advisors
Illinois
$382K +$381K +20,465 New
WS
57
Wedbush Securities
California
$370K -$168K -9,015 -31%
WWM
58
Western Wealth Management
Colorado
$367K
HighTower Advisors
59
HighTower Advisors
Illinois
$361K +$1.45K +78 +0.4%
BS
60
Boenning & Scattergood
Pennsylvania
$358K +$18.4K +987 +5%
DADC
61
D.A. Davidson & Co
Montana
$349K +$16.7K +900 +5%
DC
62
Davenport & Co
Virginia
$344K -$59.5K -3,195 -15%
SPC
63
Sigma Planning Corp
Michigan
$325K -$96.2K -5,167 -23%
DWM
64
Dakota Wealth Management
Florida
$321K +$4.65K +250 +1%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$310K -$27.3K -1,468 -8%
SWP
66
Stratos Wealth Partners
Ohio
$303K -$5.58K -300 -2%
MAFM
67
Mid Atlantic Financial Management
Pennsylvania
$303K +$16.6K +890 +6%
EP
68
Eudaimonia Partners
Tennessee
$292K -$25.2K -1,352 -8%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$268K
1WA
70
180 Wealth Advisors
Washington
$268K +$3.72K +200 +1%
EIP
71
Ellis Investment Partners
Pennsylvania
$267K +$4.76K +256 +2%
SC
72
Stolper & Co
Oklahoma
$263K -$5.36K -288 -2%
CAN
73
Cetera Advisor Networks
California
$262K -$24.1K -1,294 -8%
PTP
74
Platform Technology Partners
New York
$256K
BRWA
75
B. Riley Wealth Advisors
Florida
$251K +$2.38K +128 +0.9%