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Gabelli Dividend & Income Trust

179 hedge funds and large institutions have $542M invested in Gabelli Dividend & Income Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

63% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 38

10% more funds holding

Funds holding: 162179 (+17)

4% more capital invested

Capital invested by funds: $521M → $542M (+$20.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 22.37%22.21% (-0.17%)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
62
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BS
51
Boenning & Scattergood
Pennsylvania
$842K +$16.3K +611 +2%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$836K -$94.3K -3,540 -10%
WAM
53
Wolverine Asset Management
Illinois
$831K +$674K +25,301 +460%
PFS
54
Prospera Financial Services
Texas
$826K +$9.59K +360 +1%
Truist Financial
55
Truist Financial
North Carolina
$821K -$9.61K -361 -1%
WS
56
Wedbush Securities
California
$805K +$97.2K +3,652 +14%
MPCG
57
Matrix Private Capital Group
New York
$754K +$13.3K +500 +2%
Walleye Capital
58
Walleye Capital
New York
$753K -$170K -6,403 -19%
SPC
59
Sigma Planning Corp
Michigan
$728K +$26.8K +1,007 +4%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$708K -$113K -4,250 -14%
AAS
61
Avantax Advisory Services
Texas
$692K -$33.1K -1,243 -5%
HighTower Advisors
62
HighTower Advisors
Illinois
$690K +$56.4K +2,117 +9%
IFWM
63
Institute for Wealth Management
Colorado
$667K
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$656K
AWAP
65
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$651K +$4.82K +181 +0.8%
IFG
66
Independent Financial Group
California
$645K +$637K +23,906 New
SWM
67
Spire Wealth Management
Virginia
$557K +$371K +13,930 +208%
WWM
68
Western Wealth Management
Colorado
$540K +$533K +20,000 New
CS
69
Capital Square
Tennessee
$518K -$7.91K -297 -2%
JMPWA
70
JP Morgan Private Wealth Advisors
California
$517K +$109K +4,110 +27%
CAN
71
Cetera Advisor Networks
California
$511K +$32.1K +1,204 +7%
SCM
72
Segantii Capital Management
Hong Kong
$502K +$495K +18,600 New
DC
73
Davenport & Co
Virginia
$494K
EIP
74
Ellis Investment Partners
Pennsylvania
$479K +$5.8K +218 +1%
TWM
75
Tradition Wealth Management
Minnesota
$461K +$11.4K +429 +3%