We are live on ! Find out more
GDV icon

Gabelli Dividend & Income Trust

171 hedge funds and large institutions have $696M invested in Gabelli Dividend & Income Trust in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

1.15% more ownership

Funds ownership: 30.85%32% (+1.2%)

4% more capital invested

Capital invested by funds: $669M → $696M (+$26.8M)

1% less funds holding

Funds holding: 172171 (-1)

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
58
Reduced
43
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
51
180 Wealth Advisors
Washington
$1.04M +$7.73K +313 +0.7%
SC
52
Stolper & Co
Oklahoma
$979K -$15.2K -615 -1%
SF
53
Summit Financial
New Jersey
$970K +$992K +40,174 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$952K -$2.09M -84,698 -68%
SI
55
Stephens Inc
Arkansas
$911K -$23.6K -955 -2%
Osaic Holdings
56
Osaic Holdings
Arizona
$898K -$52.7K -2,136 -5%
NA
57
NewEdge Advisors
Louisiana
$890K -$145K -5,882 -14%
NSIM
58
North Star Investment Management
Illinois
$885K +$3.48K +141 +0.4%
DWM
59
Dakota Wealth Management
Florida
$854K -$1.53K -62 -0.2%
DADC
60
D.A. Davidson & Co
Montana
$831K +$6.25K +253 +0.7%
ATS
61
Ashton Thomas Securities
New York
$762K
TCA
62
Transcend Capital Advisors
New Jersey
$702K -$24.7K -999 -3%
WA
63
Waverly Advisors
Alabama
$684K +$699K +28,316 New
CPRC
64
Consolidated Portfolio Review Corp
New York
$680K -$14.2K -576 -2%
PFS
65
Prospera Financial Services
Texas
$658K -$7.58K -307 -1%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$600K +$613K +24,824 New
GJWM
67
Gilliland Jeter Wealth Management
Arkansas
$599K +$5.8K +235 +1%
CCB
68
Cutter & Co Brokerage
Missouri
$523K +$148 +6 +0%
P
69
&Partners
Tennessee
$513K +$229K +9,293 +79%
SPC
70
Sigma Planning Corp
Michigan
$496K +$6.64K +269 +1%
IFWM
71
Institute for Wealth Management
Colorado
$477K
Truist Financial
72
Truist Financial
North Carolina
$477K -$1.14K -46 -0.2%
DC
73
Davenport & Co
Virginia
$405K +$9.88K +400 +2%
SIG
74
Sargent Investment Group
Maryland
$404K
CFB
75
Cullen/Frost Bankers
Texas
$402K