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Gabelli Dividend & Income Trust

160 hedge funds and large institutions have $483M invested in Gabelli Dividend & Income Trust in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $439M → $483M (+$44.2M)

3% more funds holding

Funds holding: 156160 (+4)

1.86% more ownership

Funds ownership: 23.43%25.29% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
53
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$374K -$133K -6,469 -27%
DC
77
Davenport & Co
Virginia
$367K -$1.65K -80 -0.5%
SIG
78
Sargent Investment Group
Maryland
$354K -$825K -40,000 -70%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$330K -$3.73K -181 -1%
MCM
80
Morton Capital Management
California
$324K -$2.06K -100 -0.6%
NA
81
NewEdge Advisors
Louisiana
$324K +$211K +10,204 +198%
SMC
82
Smith, Moore & Co
Missouri
$309K -$7.22K -350 -2%
IAIM
83
International Assets Investment Management
Florida
$304K +$7.47K +362 +3%
NFG
84
Nations Financial Group
Iowa
$301K -$1.86K -90 -0.6%
OHWP
85
Oak Harbor Wealth Partners
North Carolina
$296K
HighTower Advisors
86
HighTower Advisors
Illinois
$289K -$430K -20,844 -60%
APW
87
Aurora Private Wealth
New Jersey
$278K +$1.81K +88 +0.7%
PAG
88
Private Advisor Group
New Jersey
$275K +$11.5K +558 +4%
SCA
89
SMH Capital Advisors
Texas
$270K -$3.03K -147 -1%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$260K +$3.9K +189 +2%
WW
91
Waterfront Wealth
Kansas
$254K -$12.8K -622 -5%
Ameriprise
92
Ameriprise
Minnesota
$253K +$247K +11,991 New
AWS
93
Atria Wealth Solutions
New York
$251K +$8.89K +431 +4%
QCIG
94
Quad-Cities Investment Group
Iowa
$250K +$41 +2 +0%
LFAS
95
Level Four Advisory Services
Texas
$241K +$31.2K +1,510 +15%
MAG
96
MRA Advisory Group
New Jersey
$232K -$42.3K -2,050 -16%
ICMP
97
Integrated Capital Management (Pennsylvania)
Pennsylvania
$232K +$226K +10,958 New
KAS
98
Kestra Advisory Services
Texas
$226K +$19.1K +928 +9%
EIP
99
Ellis Investment Partners
Pennsylvania
$220K +$3.36K +163 +2%
SWM
100
Spire Wealth Management
Virginia
$214K