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Gabelli Dividend & Income Trust

162 hedge funds and large institutions have $522M invested in Gabelli Dividend & Income Trust in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 36

3% more capital invested

Capital invested by funds: $506M → $522M (+$16.3M)

0% more funds holding

Funds holding: 162162 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1.39% less ownership

Funds ownership: 23.37%21.98% (-1.4%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
162
Holders Change
Holders Change %
0%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
58
Reduced
36
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
101
Aurora Private Wealth
New Jersey
$216K +$210K +8,193 New
AWG
102
Altus Wealth Group
Colorado
$206K +$200K +7,816 New
MML Investors Services
103
MML Investors Services
Massachusetts
$202K -$24.1K -939 -11%
PWAC
104
Private Wealth Advisors (California)
California
$201K +$195K +7,621 New
SWM
105
Spire Wealth Management
Virginia
$176K -$357K -13,930 -67%
CFGS
106
Concourse Financial Group Securities
Alabama
$168K +$16.6K +648 +11%
NFG
107
Next Financial Group
Texas
$166K
HI
108
Harbour Investments
Wisconsin
$163K +$231 +9 +0.1%
OC
109
Oakworth Capital
Alabama
$160K
HWA
110
HHM Wealth Advisors
Tennessee
$142K
WT
111
Whittier Trust
California
$137K
CF
112
Centaurus Financial
California
$135K
JPLA
113
Joseph P. Lucia & Associates
New York
$129K +$3.79K +148 +3%
BAM
114
Belpointe Asset Management
Nevada
$125K -$465K -18,117 -79%
BAM
115
Barrett Asset Management
New York
$120K
AAP
116
Arax Advisory Partners
Colorado
$87K +$84.4K +3,290 New
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$77K +$74.7K +2,914 New
AF
118
Allworth Financial
California
$73K +$71.5K +2,789 New
GWM
119
Geneos Wealth Management
Colorado
$71K
BWL
120
Bogart Wealth LLC
Virginia
$66K
US Bancorp
121
US Bancorp
Minnesota
$60K +$58.6K +2,285 New
AWM
122
Avondale Wealth Management
Texas
$57K
CFB
123
Cullen/Frost Bankers
Texas
$53K
MAWCM
124
Mine & Arao Wealth Creation & Management
California
$53K
PB
125
Pinnacle Bancorp
Nebraska
$53K