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Gabelli Dividend & Income Trust

133 hedge funds and large institutions have $386M invested in Gabelli Dividend & Income Trust in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $369M → $386M (+$17.1M)

1% more funds holding

Funds holding: 132133 (+1)

0.09% more ownership

Funds ownership: 23.09%23.18% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
37
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$57K +$57.8K +3,104 New
Citigroup
102
Citigroup
New York
$51K -$35.4K -1,900 -40%
BWL
103
Bogart Wealth LLC
Virginia
$46K
WTC
104
WhitTier Trust Company
Nevada
$46K
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$46K +$46.2K +2,483 New
AWM
106
Avondale Wealth Management
Texas
$40K
CFB
107
Cullen/Frost Bankers
Texas
$37K
PB
108
Pinnacle Bancorp
Nebraska
$37K
MAWCM
109
Mine & Arao Wealth Creation & Management
California
$37K +$37.2K +2,000 New
SIC
110
Salem Investment Counselors
North Carolina
$36K
AF
111
Arrow Financial
New York
$27K
AF
112
Advisornet Financial
Minnesota
$26K
FHA
113
Flagship Harbor Advisors
Massachusetts
$25K
TJHA
114
Thomas J. Herzfeld Advisors
Florida
$23K +$409 +22 +2%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$205 +11 +1%
PA
116
Parallel Advisors
California
$18K
BFEC
117
Benjamin F. Edwards & Company
Missouri
$17K -$11.6K -625 -41%
FCB
118
First Command Bank
Texas
$17K
FCFS
119
First Command Financial Services
Texas
$17K
JWA
120
JFS Wealth Advisors
Pennsylvania
$15K
JWM
121
Jeppson Wealth Management
California
$15K +$14.9K +800 New
VRM
122
Vectors Research Management
New York
$13K
FWM
123
Focused Wealth Management
New York
$13K +$223 +12 +2%
MA
124
MCF Advisors
Kentucky
$12K
FP
125
Financial Perspectives
Minnesota
$10.6K