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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

146 hedge funds and large institutions have $318M invested in Gabelli Dividend & Income Trust in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
45
Reduced
38
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$15.4M
2
Bank of America
Bank of America
North Carolina
+$5.02M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.13M
4
Goldman Sachs
Goldman Sachs
New York
+$2.8M
5
MWM
Maltin Wealth Management
New Jersey
+$1.65M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$7.77M
2
COLIM
City of London Investment Management
United Kingdom
-$6.62M
3
SIA
Sit Investment Associates
Minnesota
-$4.47M
4
AGA
Accuvest Global Advisors
Utah
-$3.42M
5
LCM
Landscape Capital Management
New Jersey
-$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
76
Quad-Cities Investment Group
Iowa
$202K +$1.79K +121 +0.9%
1WA
77
180 Wealth Advisors
Washington
$202K +$33.2K +2,305 +20%
MML Investors Services
78
MML Investors Services
Massachusetts
$202K +$202K +13,609 New
Citadel Advisors
79
Citadel Advisors
Florida
$200K +$200K +13,479 New
BRWA
80
B. Riley Wealth Advisors
Florida
$198K -$53.7K -3,621 -21%
MAFM
81
Mid Atlantic Financial Management
Pennsylvania
$197K -$2.96K -200 -1%
BRWM
82
B. Riley Wealth Management
Tennessee
$196K +$196K +13,205 New
PAG
83
Private Advisor Group
New Jersey
$191K -$23.1K -1,557 -11%
Creative Planning
84
Creative Planning
Kansas
$167K +$167K +11,297 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$165K -$27.8K -1,874 -14%
BAM
86
Belpointe Asset Management
Nevada
$163K +$163K +11,010 New
DWM
87
Dakota Wealth Management
Florida
$150K +$150K +10,150 New
SLWS
88
Swaine & Leidel Wealth Services
Florida
$148K – – –
AA
89
Ancora Advisors
Ohio
$106K -$1.36K -92 -1%
SSB
90
Sandy Spring Bank
Maryland
$96K -$7.39K -500 -7%
NFG
91
Next Financial Group
Texas
$93K – – –
OPS
92
Orion Portfolio Solutions
Nebraska
$91K +$91K +6,175 New
OC
93
Oakworth Capital
Alabama
$90K – – –
HWA
94
HHM Wealth Advisors
Tennessee
$80K +$80K +5,400 New
Citigroup
95
Citigroup
New York
$77K – – –
WT
96
Whittier Trust
California
$77K – – –
GWM
97
Geneos Wealth Management
Colorado
$69K – – –
BAM
98
Barrett Asset Management
New York
$68K – – –
CFGS
99
Concourse Financial Group Securities
Alabama
$59K +$11.3K +763 +24%
APA
100
American Portfolios Advisors
New York
$58.6K -$31.7K -2,141 -35%
2 3
4
5 6