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Gabelli Dividend & Income Trust

132 hedge funds and large institutions have $369M invested in Gabelli Dividend & Income Trust in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

16% more capital invested

Capital invested by funds: $318M → $369M (+$50.9M)

1.6% less ownership

Funds ownership: 24.69%23.09% (-1.6%)

10% less funds holding

Funds holding: 146132 (-14)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
132
Holders Change
-14
Holders Change %
-9.59%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
46
Reduced
37
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$240K +$507 +30 +0.2%
BRWA
77
B. Riley Wealth Advisors
Florida
$238K +$2.38K +141 +1%
PAG
78
Private Advisor Group
New Jersey
$228K +$1.03K +61 +0.5%
BAM
79
Belpointe Asset Management
Nevada
$216K +$21.3K +1,261 +11%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$196K -$152 -9 -0.1%
FAAS
81
First Allied Advisory Services
California
$193K -$3M -177,139 -94%
SWM
82
SeaCrest Wealth Management
New York
$184K +$176K +10,428 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$158K -$1.98M -116,970 -93%
AA
84
Ancora Advisors
Ohio
$128K +$1.69K +100 +1%
WAM
85
Wolverine Asset Management
Illinois
$125K -$1.91M -112,740 -94%
SSB
86
Sandy Spring Bank
Maryland
$114K
OPS
87
Orion Portfolio Solutions
Nebraska
$109K
OC
88
Oakworth Capital
Alabama
$107K
HWA
89
HHM Wealth Advisors
Tennessee
$95K
CCA
90
Column Capital Advisors
Indiana
$95K +$91.3K +5,400 New
WT
91
Whittier Trust
California
$91K
Citigroup
92
Citigroup
New York
$83K -$8.46K -500 -10%
BAM
93
Barrett Asset Management
New York
$80K
APA
94
American Portfolios Advisors
New York
$69.7K
GWM
95
Geneos Wealth Management
Colorado
$67K -$13.9K -824 -17%
CFGS
96
Concourse Financial Group Securities
Alabama
$67K -$2.37K -140 -4%
AAP
97
Arax Advisory Partners
Colorado
$58K
BWL
98
Bogart Wealth LLC
Virginia
$44K
WTC
99
WhitTier Trust Company
Nevada
$44K
SF
100
Synovus Financial
Georgia
$41K -$2.71K -160 -6%