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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

144 hedge funds and large institutions have $465M invested in Gabelli Dividend & Income Trust in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
55
Reduced
19
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$25.1M
2
COLIM
City of London Investment Management
United Kingdom
+$17.6M
3
PCM
Penserra Capital Management
California
+$10.4M
4
KIM
Karpus Investment Management
New York
+$8.01M
5
LCM
Landscape Capital Management
New Jersey
+$7.94M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$7.87M
2
SFS
Shaker Financial Services
Virginia
-$2.23M
3
GC
Guggenheim Capital
Illinois
-$641K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$612K
5
CRC
Curi RMB Capital
Illinois
-$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$309K +$129K +5,863 +71%
QCIG
77
Quad-Cities Investment Group
Iowa
$297K +$2.08K +95 +0.7%
MAFM
78
Mid Atlantic Financial Management
Pennsylvania
$296K +$63.6K +2,900 +27%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$286K +$44.2K +2,010 +18%
AAS
80
Avantax Advisory Services
Texas
$272K +$680 +31 +0.3%
Walleye Trading
81
Walleye Trading
New York
$270K +$270K +12,300 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$268K – – –
IAA
83
Independent Advisor Alliance
North Carolina
$264K +$264K +12,012 New
1WA
84
180 Wealth Advisors
Washington
$260K -$7.44K -335 -3%
WIA
85
World Investment Advisors
California
$249K – – –
MCP
86
Mirador Capital Partners
California
$223K -$40.8K -1,857 -15%
CRWM
87
Castle Rock Wealth Management
California
$221K +$7.8K +352 +4%
SLWS
88
Swaine & Leidel Wealth Services
Florida
$220K – – –
APW
89
Aurora Private Wealth
New Jersey
$212K +$212K +9,645 New
KWM
90
Keebeck Wealth Management
Illinois
$206K +$206K +9,400 New
IWM
91
IHT Wealth Management
Illinois
$203K +$203K +9,241 New
AA
92
Ancora Advisors
Ohio
$159K +$159K +7,250 New
SSB
93
Sandy Spring Bank
Maryland
$154K – – –
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$154K +$154K +7,000 New
NFG
95
Next Financial Group
Texas
$139K – – –
OC
96
Oakworth Capital
Alabama
$134K – – –
APA
97
American Portfolios Advisors
New York
$134K +$5.31K +242 +4%
WT
98
Whittier Trust
California
$114K – – –
Citigroup
99
Citigroup
New York
$114K +$109 +5 +0.1%
GWM
100
Geneos Wealth Management
Colorado
$104K – – –
2 3
4
5 6