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Gabelli Dividend & Income Trust

162 hedge funds and large institutions have $521M invested in Gabelli Dividend & Income Trust in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0.4% more ownership

Funds ownership: 21.98%22.37% (+0.4%)

0% more funds holding

Funds holding: 162162 (0)

0% less capital invested

Capital invested by funds: $522M → $521M (-$736K)

Holders
162
Holders Change
Holders Change %
0%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
67
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAC
101
Private Wealth Advisors (California)
California
$204K +$3.52K +133 +2%
RFA
102
Reilly Financial Advisors
California
$202K +$52K +1,962 New
NFG
103
Next Financial Group
Texas
$195K +$33.4K +1,260 +20%
SWM
104
Spire Wealth Management
Virginia
$173K
CFGS
105
Concourse Financial Group Securities
Alabama
$171K +$6.92K +261 +4%
HI
106
Harbour Investments
Wisconsin
$171K +$10.9K +410 +7%
OC
107
Oakworth Capital
Alabama
$156K
WAM
108
Wolverine Asset Management
Illinois
$141K +$146K +5,501 New
HWA
109
HHM Wealth Advisors
Tennessee
$139K
WT
110
Whittier Trust
California
$134K
CF
111
Centaurus Financial
California
$132K
JPLA
112
Joseph P. Lucia & Associates
New York
$124K -$2.65K -100 -2%
BAM
113
Belpointe Asset Management
Nevada
$123K
BAM
114
Barrett Asset Management
New York
$118K
AAP
115
Arax Advisory Partners
Colorado
$90K +$4.9K +185 +6%
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$75K
AF
117
Allworth Financial
California
$73K +$928 +35 +1%
GWM
118
Geneos Wealth Management
Colorado
$69K
BWL
119
Bogart Wealth LLC
Virginia
$65K
AWM
120
Avondale Wealth Management
Texas
$56K
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$53K +$54.5K +2,055 New
CFB
122
Cullen/Frost Bankers
Texas
$52K
MAWCM
123
Mine & Arao Wealth Creation & Management
California
$52K
SIC
124
Salem Investment Counselors
North Carolina
$51K
HNB
125
Huntington National Bank
Ohio
$43K