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Gabelli Dividend & Income Trust

160 hedge funds and large institutions have $483M invested in Gabelli Dividend & Income Trust in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $439M → $483M (+$44.2M)

3% more funds holding

Funds holding: 156160 (+4)

1.86% more ownership

Funds ownership: 23.43%25.29% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
53
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$877K +$300K +14,521 +54%
TCA
52
Transcend Capital Advisors
New Jersey
$872K -$9.74K -472 -1%
WI
53
Wintrust Investments
Illinois
$837K +$13.4K +650 +2%
BFM
54
Boothbay Fund Management
New York
$825K +$806K +39,052 New
SC
55
Stolper & Co
Oklahoma
$823K -$19.5K -947 -2%
CPRC
56
Consolidated Portfolio Review Corp
New York
$782K -$15.9K -770 -2%
NSIM
57
North Star Investment Management
Illinois
$755K +$3.12K +151 +0.4%
PFS
58
Prospera Financial Services
Texas
$752K -$27.5K -1,331 -4%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$731K +$30.2K +1,464 +4%
WS
60
Wedbush Securities
California
$691K -$8.19K -397 -1%
DWM
61
Dakota Wealth Management
Florida
$679K +$9.59K +465 +1%
1WA
62
180 Wealth Advisors
Washington
$641K +$35.3K +1,712 +6%
9WM
63
9258 Wealth Management
Ohio
$640K -$27K -1,310 -4%
CIAS
64
Capital Investment Advisory Services
North Carolina
$571K -$58.5K -2,835 -10%
MWM
65
Maltin Wealth Management
New Jersey
$545K -$5.92K -287 -1%
SPC
66
Sigma Planning Corp
Michigan
$528K -$66.1K -3,205 -11%
CAN
67
Cetera Advisor Networks
California
$519K +$10.5K +507 +2%
Truist Financial
68
Truist Financial
North Carolina
$507K -$25.2K -1,220 -5%
IFWM
69
Institute for Wealth Management
Colorado
$495K -$3.8K -184 -0.8%
AAS
70
Avantax Advisory Services
Texas
$470K -$4.97K -241 -1%
CS
71
Capital Square
Tennessee
$434K +$424K +20,556 New
GC
72
Guggenheim Capital
Illinois
$424K -$612K -29,679 -60%
WWM
73
Western Wealth Management
Colorado
$423K
EP
74
Eudaimonia Partners
Tennessee
$389K +$5.03K +244 +1%
CCB
75
Cutter & Co Brokerage
Missouri
$377K +$36.6K +1,773 +11%