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Gabelli Dividend & Income Trust

154 hedge funds and large institutions have $431M invested in Gabelli Dividend & Income Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $394M → $431M (+$36.9M)

9% more funds holding

Funds holding: 141154 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 23.29%23.14% (-0.15%)

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
55
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Stolper & Co
Oklahoma
$858K -$22.2K -1,084 -3%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$833K +$179K +8,755 +28%
WI
53
Wintrust Investments
Illinois
$778K +$3.48K +170 +0.5%
BS
54
Boenning & Scattergood
Pennsylvania
$771K -$26.3K -1,285 -4%
RJT
55
Raymond James Trust
Florida
$749K -$18.4K -900 -2%
PFS
56
Prospera Financial Services
Texas
$747K +$51.8K +2,529 +7%
NSIM
57
North Star Investment Management
Illinois
$730K +$3.03K +148 +0.4%
WS
58
Wedbush Securities
California
$724K +$51.4K +2,508 +8%
HighTower Advisors
59
HighTower Advisors
Illinois
$694K +$5.74K +280 +0.8%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$674K +$430K +20,979 +179%
CIAS
61
Capital Investment Advisory Services
North Carolina
$672K -$276K -13,455 -29%
9WM
62
9258 Wealth Management
Ohio
$651K -$59.1K -2,884 -8%
DWM
63
Dakota Wealth Management
Florida
$623K +$211K +10,305 +52%
SPC
64
Sigma Planning Corp
Michigan
$587K +$37.6K +1,834 +7%
1WA
65
180 Wealth Advisors
Washington
$580K +$59.9K +2,925 +12%
MWM
66
Maltin Wealth Management
New Jersey
$530K -$117K -5,689 -18%
Truist Financial
67
Truist Financial
North Carolina
$529K -$51.9K -2,532 -9%
IFWM
68
Institute for Wealth Management
Colorado
$498K -$1.23K -60 -0.2%
CAN
69
Cetera Advisor Networks
California
$477K -$37K -1,805 -7%
AAS
70
Avantax Advisory Services
Texas
$454K -$47.8K -2,331 -10%
LCM
71
Landscape Capital Management
New Jersey
$440K +$438K +21,356 New
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$440K -$18.2K -887 -4%
CS
73
Capital Square
Tennessee
$423K -$4.24K -207 -1%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$421K +$31.3K +1,530 +8%
IAIM
75
International Assets Investment Management
Florida
$420K +$418K +20,378 New