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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

154 hedge funds and large institutions have $463M invested in Gabelli Dividend & Income Trust in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+21
Holders Change %
+15.79%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
42
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$7.59M
2
LCM
Landscape Capital Management
New Jersey
+$3.22M
3
TCA
Transcend Capital Advisors
New Jersey
+$2.53M
4
SFS
Shaker Financial Services
Virginia
+$1.34M
5
WAM
Wolverine Asset Management
Illinois
+$1.03M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$5.45M
2
ICM
Ionic Capital Management
New York
-$2.69M
3
COLIM
City of London Investment Management
United Kingdom
-$1.68M
4
Morgan Stanley
Morgan Stanley
New York
-$1.55M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
51
Rowland Carmichael Advisors
Arizona
$767K +$767K +35,724 New
NSIM
52
North Star Investment Management
Illinois
$739K -$53K -2,467 -7%
AWAP
53
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$619K +$619K +28,822 New
BRWA
54
B. Riley Wealth Advisors
Florida
$615K +$322K +15,010 +110%
PFS
55
Prospera Financial Services
Texas
$604K +$604K +28,117 New
DWM
56
Dakota Wealth Management
Florida
$595K +$220K +10,275 +59%
SKK
57
Shepherd Kaplan Krochuk
Massachusetts
$580K +$2.58K +120 +0.4%
Deutsche Bank
58
Deutsche Bank
Germany
$557K – – –
AGA
59
Accuvest Global Advisors
Utah
$555K -$605K -28,155 -52%
IFWM
60
Institute for Wealth Management
Colorado
$532K -$858 -40 -0.2%
BS
61
Boenning & Scattergood
Pennsylvania
$531K +$113K +5,240 +27%
AAS
62
Avantax Advisory Services
Texas
$483K -$257K -11,968 -35%
CS
63
Capital Square
Tennessee
$471K -$54.1K -2,522 -10%
SPC
64
Sigma Planning Corp
Michigan
$451K +$71.6K +3,340 +19%
BAM
65
Belpointe Asset Management
Nevada
$448K +$179K +8,354 +67%
WS
66
Wedbush Securities
California
$440K +$7.54K +351 +2%
DADC
67
D.A. Davidson & Co
Montana
$433K +$25K +1,166 +6%
HighTower Advisors
68
HighTower Advisors
Illinois
$430K +$5.66K +263 +1%
WWM
69
Western Wealth Management
Colorado
$429K – – –
DC
70
Davenport & Co
Virginia
$399K -$3.24K -151 -0.8%
EP
71
Eudaimonia Partners
Tennessee
$368K +$26.5K +1,238 +8%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$364K +$1.35K +63 +0.4%
SWP
73
Stratos Wealth Partners
Ohio
$351K -$3.52K -164 -1%
SC
74
Stolper & Co
Oklahoma
$316K +$7.78K +362 +3%
1WA
75
180 Wealth Advisors
Washington
$306K -$8.89K -400 -3%
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