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Gabelli Dividend & Income Trust

161 hedge funds and large institutions have $513M invested in Gabelli Dividend & Income Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 34

0.86% more ownership

Funds ownership: 22.21%23.06% (+0.86%)

5% less capital invested

Capital invested by funds: $542M → $513M (-$28.8M)

10% less funds holding

Funds holding: 179161 (-18)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
161
Holders Change
-18
Holders Change %
-10.06%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
68
Reduced
34
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
Tradition Wealth Management
Minnesota
$443K +$22.7K +913 +5%
CAN
77
Cetera Advisor Networks
California
$441K -$24.9K -1,002 -5%
EP
78
Eudaimonia Partners
Tennessee
$433K +$437K +17,553 New
DWM
79
Dakota Wealth Management
Florida
$415K +$12.4K +500 +3%
LCM
80
Landscape Capital Management
New Jersey
$404K +$408K +16,378 New
MCM
81
Morton Capital Management
California
$381K
1WA
82
180 Wealth Advisors
Washington
$380K +$7.17K +288 +2%
SMC
83
Smith, Moore & Co
Missouri
$361K
OHWP
84
Oak Harbor Wealth Partners
North Carolina
$347K
WW
85
Waterfront Wealth
Kansas
$339K +$523 +21 +0.2%
MAG
86
MRA Advisory Group
New Jersey
$330K +$573 +23 +0.2%
APW
87
Aurora Private Wealth
New Jersey
$317K +$49.5K +1,986 +18%
QCIG
88
Quad-Cities Investment Group
Iowa
$315K -$24.1K -968 -7%
AWS
89
Atria Wealth Solutions
New York
$294K +$297K +11,937 New
FF
90
FourThought Financial
Florida
$288K -$34.7K -1,392 -11%
Mariner
91
Mariner
Kansas
$287K +$290K +11,631 New
DJYG
92
David J. Yvars Group
Florida
$286K +$3.71K +149 +1%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$286K +$9.69K +389 +3%
SCA
94
SMH Capital Advisors
Texas
$283K +$16.7K +671 +6%
PAG
95
Private Advisor Group
New Jersey
$276K +$8.74K +351 +3%
MIAN
96
Mariner Independent Advisor Network
Kansas
$273K -$23.8K -956 -8%
KPWS
97
Kestra Private Wealth Services
Texas
$268K +$174 +7 +0.1%
Creative Planning
98
Creative Planning
Kansas
$258K -$722 -29 -0.3%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$250K +$3.34K +134 +1%
AWM
100
Axxcess Wealth Management
California
$243K +$996 +40 +0.4%