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Gabelli Dividend & Income Trust

179 hedge funds and large institutions have $542M invested in Gabelli Dividend & Income Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

63% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 38

10% more funds holding

Funds holding: 162179 (+17)

4% more capital invested

Capital invested by funds: $521M → $542M (+$20.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 22.37%22.21% (-0.17%)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
62
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Dakota Wealth Management
Florida
$441K -$22.6K -850 -5%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$426K +$108K +4,050 +35%
MCM
78
Morton Capital Management
California
$417K +$411K +15,448 New
SMC
79
Smith, Moore & Co
Missouri
$396K +$4.66K +175 +1%
1WA
80
180 Wealth Advisors
Washington
$386K -$1.06K -40 -0.3%
OHWP
81
Oak Harbor Wealth Partners
North Carolina
$380K +$375K +14,075 New
WW
82
Waterfront Wealth
Kansas
$377K -$26.3K -988 -7%
QCIG
83
Quad-Cities Investment Group
Iowa
$372K +$2.24K +84 +0.6%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$366K +$361K +13,565 New
MAG
85
MRA Advisory Group
New Jersey
$361K +$3.46K +130 +1%
FF
86
FourThought Financial
Florida
$353K -$20.4K -767 -6%
MIAN
87
Mariner Independent Advisor Network
Kansas
$327K -$96.1K -3,608 -23%
CAN
88
Claraphi Advisory Network
United States
$323K +$53K +1,992 +20%
DJYG
89
David J. Yvars Group
Florida
$310K +$28.4K +1,067 +10%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$303K +$29.1K +1,094 +11%
Northern Trust
91
Northern Trust
Illinois
$300K
KPWS
92
Kestra Private Wealth Services
Texas
$294K +$1.23K +46 +0.4%
PAG
93
Private Advisor Group
New Jersey
$293K -$3.73K -140 -1%
APW
94
Aurora Private Wealth
New Jersey
$293K +$69.9K +2,624 +32%
SCA
95
SMH Capital Advisors
Texas
$292K +$10.4K +389 +4%
NFG
96
Next Financial Group
Texas
$292K +$86.3K +3,243 +43%
Creative Planning
97
Creative Planning
Kansas
$283K -$12.1K -456 -4%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$270K
AWM
99
Axxcess Wealth Management
California
$266K +$262K +9,836 New
COLIM
100
City of London Investment Management
United Kingdom
$264K