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Gabelli Dividend & Income Trust

132 hedge funds and large institutions have $369M invested in Gabelli Dividend & Income Trust in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

16% more capital invested

Capital invested by funds: $318M → $369M (+$50.9M)

1.6% less ownership

Funds ownership: 24.69%23.09% (-1.6%)

10% less funds holding

Funds holding: 146132 (-14)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
132
Holders Change
-14
Holders Change %
-9.59%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
46
Reduced
37
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
101
Carmichael Hill & Associates
Maryland
$41K
AWM
102
Avondale Wealth Management
Texas
$38K
CCM
103
Covington Capital Management
California
$35K
CFB
104
Cullen/Frost Bankers
Texas
$35K
PB
105
Pinnacle Bancorp
Nebraska
$35K
SIC
106
Salem Investment Counselors
North Carolina
$35K
BFEC
107
Benjamin F. Edwards & Company
Missouri
$27K -$5.5K -325 -18%
AF
108
Arrow Financial
New York
$26K
AF
109
Advisornet Financial
Minnesota
$25K
FHA
110
Flagship Harbor Advisors
Massachusetts
$24K -$7.15K -423 -24%
TJHA
111
Thomas J. Herzfeld Advisors
Florida
$23K +$423 +25 +2%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$186 +11 +1%
LIA
113
LS Investment Advisors
Michigan
$18K
FCB
114
First Command Bank
Texas
$17K
FCFS
115
First Command Financial Services
Texas
$17K
PA
116
Parallel Advisors
California
$17K
WT
117
Washington Trust
Rhode Island
$17K
JWA
118
JFS Wealth Advisors
Pennsylvania
$14K
VRM
119
Vectors Research Management
New York
$12K
FWM
120
Focused Wealth Management
New York
$12K +$237 +14 +2%
MA
121
MCF Advisors
Kentucky
$11K
FP
122
Financial Perspectives
Minnesota
$10.2K
CFD
123
Creative Financial Designs
Indiana
$10K +$5.07K +300 +125%
APWA
124
Atlas Private Wealth Advisors
New Jersey
$8K +$7.76K +459 New
RAM
125
Riggs Asset Management
Pennsylvania
$6K +$6.34K +375 New