We are live on ! Find out more
GDV icon

Gabelli Dividend & Income Trust

122 hedge funds and large institutions have $281M invested in Gabelli Dividend & Income Trust in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

1.76% more ownership

Funds ownership: 16.86%18.63% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 128122 (-6)

15% less capital invested

Capital invested by funds: $332M → $281M (-$51.2M)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
37
Reduced
31
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Arrow Financial
New York
$25K
EWM
102
Edge Wealth Management
New York
$22K
FWM
103
Focused Wealth Management
New York
$22K +$12.4K +599 +97%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$19K
PA
105
Parallel Advisors
California
$18K
RFC
106
Regions Financial Corp
Alabama
$18K +$20.7K +1,000 New
HI
107
Human Investing
Oregon
$18K +$20.8K +1,005 New
FCB
108
First Command Bank
Texas
$17K
FCFS
109
First Command Financial Services
Texas
$17K
RWA
110
Ropes Wealth Advisors
Massachusetts
$16K
SWM
111
SeaCrest Wealth Management
New York
$16K
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$3.85K -186 -18%
SFG
113
SevenBridge Financial Group
Pennsylvania
$14K -$7.08K -342 -31%
IBOK
114
Independence Bank of Kentucky
Kentucky
$14K
CFA
115
Carroll Financial Associates
North Carolina
$6K
GEA
116
Glen Eagle Advisors
New Jersey
$5.49K
MRCM
117
M&R Capital Management
New Jersey
$5K
GI
118
Gradient Investments
Minnesota
$4K
LF
119
Lee Financial
Texas
$4K
ME
120
McIlrath & Eck
Washington
$4K
MFW
121
Mosaic Family Wealth
Missouri
$4K
HCM
122
Highlander Capital Management
New Jersey
$3K
YWP
123
YorkBridge Wealth Partners
New York
$2K
William Blair & Company
124
William Blair & Company
Illinois
-$643K -26,924 Closed
AA
125
Ancora Advisors
Ohio
-$490K -20,510 Closed