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Gabelli Dividend & Income Trust

101 hedge funds and large institutions have $319M invested in Gabelli Dividend & Income Trust in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 30

4% more funds holding

Funds holding: 97101 (+4)

4% more capital invested

Capital invested by funds: $305M → $319M (+$13.2M)

0.28% more ownership

Funds ownership: 16.98%17.26% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
37
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
76
WhitTier Trust Company
Nevada
$56K
TSW
77
Thompson Siegel & Walmsley
Virginia
$47K
SIC
78
Salem Investment Counselors
North Carolina
$45K
OIA
79
OneDigital Investment Advisors
Kansas
$43K +$41.7K +1,900 New
PMFA
80
Plante Moran Financial Advisors
Michigan
$41K
EWM
81
Evercore Wealth Management
New York
$40K -$5.13K -234 -12%
AIM
82
Advantage Investment Management
Iowa
$39K
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$34K
PFBT
84
Parkside Financial Bank & Trust
Missouri
$32K
MWM
85
Mascoma Wealth Management
New Hampshire
$31K
AF
86
Arrow Financial
New York
$30K
BWL
87
Bogart Wealth LLC
Virginia
$30K +$29.5K +1,345 New
EWM
88
Edge Wealth Management
New York
$27K
PA
89
Parallel Advisors
California
$25K
PAI
90
Pittenger & Anderson Inc
Nebraska
$25K
FWM
91
Focused Wealth Management
New York
$24K +$175 +8 +0.8%
BBHC
92
Brown Brothers Harriman & Co
New York
$22K
SSB
93
Sandy Spring Bank
Maryland
$21K
RWA
94
Ropes Wealth Advisors
Massachusetts
$19K +$18.9K +863 New
SEI Investments
95
SEI Investments
Pennsylvania
$15K +$14.3K +650 New
JCM
96
Jacobi Capital Management
Pennsylvania
$13K -$3.29K -150 -20%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$175 +8 +2%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$8K
WAMC
99
Western Asset Management Company
California
$7K +$6.58K +300 New
MRCM
100
M&R Capital Management
New Jersey
$6K