We are live on ! Find out more
GDV icon

Gabelli Dividend & Income Trust

154 hedge funds and large institutions have $463M invested in Gabelli Dividend & Income Trust in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $386M → $463M (+$77.3M)

16% more funds holding

Funds holding: 133154 (+21)

0.63% more ownership

Funds ownership: 23.18%23.81% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

Holders
154
Holders Change
+21
Holders Change %
+15.79%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
42
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTP
76
Platform Technology Partners
New York
$299K
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$298K +$278K +13,880 New
CAN
78
Cetera Advisor Networks
California
$296K -$9.79K -489 -3%
QCIG
79
Quad-Cities Investment Group
Iowa
$288K +$2.8K +140 +1%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$268K
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$260K +$40K +2,000 +20%
EIP
82
Ellis Investment Partners
Pennsylvania
$257K -$52K -2,596 -18%
PAG
83
Private Advisor Group
New Jersey
$254K -$25.2K -1,257 -10%
SFS
84
Sowell Financial Services
Arkansas
$253K -$7.51K -375 -3%
MAFM
85
Mid Atlantic Financial Management
Pennsylvania
$251K -$74.1K -3,700 -24%
MIAN
86
Mariner Independent Advisor Network
Kansas
$251K -$22.7K -1,135 -9%
MAG
87
MRA Advisory Group
New Jersey
$245K +$229K +11,430 New
KPWS
88
Kestra Private Wealth Services
Texas
$231K +$1.88K +94 +0.9%
Walleye Trading
89
Walleye Trading
New York
$214K +$200K +9,973 New
SMC
90
Smith, Moore & Co
Missouri
$206K -$66.2K -3,306 -26%
AA
91
Ancora Advisors
Ohio
$206K +$8.01K +400 +4%
SCA
92
SMH Capital Advisors
Texas
$203K +$190K +9,476 New
AWG
93
Altus Wealth Group
Colorado
$190K +$177K +8,860 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$177K -$22.5K -1,125 -12%
NFG
95
Next Financial Group
Texas
$135K
OC
96
Oakworth Capital
Alabama
$130K
HWA
97
HHM Wealth Advisors
Tennessee
$116K
WT
98
Whittier Trust
California
$112K
CF
99
Centaurus Financial
California
$110K +$102K +5,113 New
CFGS
100
Concourse Financial Group Securities
Alabama
$105K +$17K +851 +21%