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Gabelli Dividend & Income Trust

154 hedge funds and large institutions have $431M invested in Gabelli Dividend & Income Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $394M → $431M (+$36.9M)

9% more funds holding

Funds holding: 141154 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 23.29%23.14% (-0.15%)

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
55
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Western Wealth Management
Colorado
$412K -$410K -20,000 -50%
EP
77
Eudaimonia Partners
Tennessee
$373K +$1.58K +77 +0.4%
DC
78
Davenport & Co
Virginia
$359K -$44.2K -2,158 -11%
NFG
79
Nations Financial Group
Iowa
$359K +$130K +6,347 +57%
TWM
80
Tradition Wealth Management
Minnesota
$327K -$738 -36 -0.2%
MCM
81
Morton Capital Management
California
$318K
SMC
82
Smith, Moore & Co
Missouri
$309K
SCA
83
SMH Capital Advisors
Texas
$305K +$8.5K +415 +3%
OHWP
84
Oak Harbor Wealth Partners
North Carolina
$290K
Baird Financial Group
85
Baird Financial Group
Wisconsin
$274K +$2.05K +100 +0.8%
APW
86
Aurora Private Wealth
New Jersey
$273K +$1.82K +89 +0.7%
MAG
87
MRA Advisory Group
New Jersey
$267K +$2.15K +105 +0.8%
WW
88
Waterfront Wealth
Kansas
$267K +$246 +12 +0.1%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$255K +$254K +12,394 New
QCIG
90
Quad-Cities Investment Group
Iowa
$251K -$7.54K -368 -3%
AWM
91
AE Wealth Management
Kansas
$237K +$236K +11,497 New
AWS
92
Atria Wealth Solutions
New York
$234K +$1.39K +68 +0.6%
KAS
93
Kestra Advisory Services
Texas
$209K +$207K +10,122 New
EIP
94
Ellis Investment Partners
Pennsylvania
$207K -$31K -1,513 -13%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$206K
LFAS
96
Level Four Advisory Services
Texas
$205K +$204K +9,959 New
KPWS
97
Kestra Private Wealth Services
Texas
$202K +$201K +9,798 New
MCC
98
Money Concepts Capital
Florida
$200K +$199K +9,700 New
EC
99
Elequin Capital
New York
$198K +$197K +9,611 New
AA
100
Ancora Advisors
Ohio
$197K