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Gabelli Dividend & Income Trust

128 hedge funds and large institutions have $332M invested in Gabelli Dividend & Income Trust in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $311M → $332M (+$20.9M)

2% more funds holding

Funds holding: 126128 (+2)

0.12% more ownership

Funds ownership: 16.74%16.86% (+0.12%)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
35
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$83K
HR
77
Howe & Rusling
New York
$76K
AAP
78
Arax Advisory Partners
Colorado
$73K +$73K +3,074 New
AF
79
Advisornet Financial
Minnesota
$72K
CCM
80
Covington Capital Management
California
$72K
TJHA
81
Thomas J. Herzfeld Advisors
Florida
$70K -$49K -2,063 -41%
APP
82
Avantax Planning Partners
Iowa
$69K +$68.9K +2,900 New
WTC
83
WhitTier Trust Company
Nevada
$60K
AWM
84
Avondale Wealth Management
Texas
$52K
CBT
85
Capital Bank & Trust
California
$50K
TSW
86
Thompson Siegel & Walmsley
Virginia
$50K
SF
87
Synovus Financial
Georgia
$50K +$689 +29 +1%
SIC
88
Salem Investment Counselors
North Carolina
$47K
PMFA
89
Plante Moran Financial Advisors
Michigan
$44K
RAM
90
Riggs Asset Management
Pennsylvania
$43K -$5.46K -230 -11%
AIM
91
Advantage Investment Management
Iowa
$42K
FHA
92
Flagship Harbor Advisors
Massachusetts
$42K
PFBT
93
Parkside Financial Bank & Trust
Missouri
$37K
MWM
94
Mascoma Wealth Management
New Hampshire
$33K
AF
95
Arrow Financial
New York
$32K
BWL
96
Bogart Wealth LLC
Virginia
$32K
EWM
97
Edge Wealth Management
New York
$29K
GP
98
Girard Partners
Pennsylvania
$29K +$29.7K +1,250 New
SFG
99
SevenBridge Financial Group
Pennsylvania
$27K
PA
100
Parallel Advisors
California
$24K