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Gabelli Dividend & Income Trust
GDV

Overview Fund Activity

133 hedge funds and large institutions have $386M invested in Gabelli Dividend & Income Trust in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
16
Increased
37
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$6.53M
2
WAM
Wolverine Asset Management
Illinois
+$1.8M
3
Cohen & Steers
Cohen & Steers
New York
+$1.6M
4
CRC
Curi RMB Capital
Illinois
+$1.56M
5
SFS
Shaker Financial Services
Virginia
+$1.14M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.29M
2
COLIM
City of London Investment Management
United Kingdom
-$4.13M
3
Morgan Stanley
Morgan Stanley
New York
-$3.86M
4
KIM
Karpus Investment Management
New York
-$761K
5
Goldman Sachs
Goldman Sachs
New York
-$556K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
76
Quad-Cities Investment Group
Iowa
$243K -$10K -548 -4%
PAG
77
Private Advisor Group
New Jersey
$240K +$2.99K +163 +1%
SMC
78
Smith, Moore & Co
Missouri
$236K -$48.8K -2,667 -17%
MIAN
79
Mariner Independent Advisor Network
Kansas
$236K -$16.2K -879 -6%
BAM
80
Belpointe Asset Management
Nevada
$230K +$5.04K +275 +2%
Walleye Capital
81
Walleye Capital
New York
$224K +$224K +12,200 New
SFS
82
Sowell Financial Services
Arkansas
$223K -$51.2K -2,792 -19%
MML Investors Services
83
MML Investors Services
Massachusetts
$215K -$35.5K -1,932 -14%
KPWS
84
Kestra Private Wealth Services
Texas
$196K +$196K +10,655 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$186K -$18.4K -1,000 -9%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$169K – – –
AA
87
Ancora Advisors
Ohio
$169K +$35.4K +1,925 +27%
FFA
88
Founders Financial Alliance
North Carolina
$139K +$139K +7,553 New
SSB
89
Sandy Spring Bank
Maryland
$119K – – –
NFG
90
Next Financial Group
Texas
$116K +$116K +6,312 New
OC
91
Oakworth Capital
Alabama
$111K – – –
HWA
92
HHM Wealth Advisors
Tennessee
$99K – – –
WT
93
Whittier Trust
California
$95K – – –
BAM
94
Barrett Asset Management
New York
$84K – – –
NNP
95
Nachman Norwood & Parrott
South Carolina
$81K +$81K +4,408 New
CFGS
96
Concourse Financial Group Securities
Alabama
$74K +$3.79K +207 +5%
GWM
97
Geneos Wealth Management
Colorado
$73K +$2.69K +150 +4%
NFSG
98
Newbridge Financial Services Group
Florida
$69K +$69K +3,775 New
AAP
99
Arax Advisory Partners
Colorado
$60K – – –
CSPIA
100
Cary Street Partners Investment Advisory
Virginia
$58K +$58K +3,165 New
2 3
4
5 6