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Gabelli Dividend & Income Trust

179 hedge funds and large institutions have $542M invested in Gabelli Dividend & Income Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

63% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 38

10% more funds holding

Funds holding: 162179 (+17)

4% more capital invested

Capital invested by funds: $521M → $542M (+$20.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 22.37%22.21% (-0.17%)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
62
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Ancora Advisors
Ohio
$259K
GW
102
GW & Wade
Massachusetts
$256K
CB
103
Commerce Bank
Missouri
$246K
BCA
104
Biltmore Capital Advisors
New Jersey
$243K +$240K +9,000 New
NFG
105
Nations Financial Group
Iowa
$242K +$453 +17 +0.2%
BJL
106
Brighton Jones LLC
Washington
$241K +$2.93K +110 +1%
AWG
107
Altus Wealth Group
Colorado
$240K +$186 +7 +0.1%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$239K +$236K +8,852 New
CC
109
Constitution Capital
Connecticut
$238K
WAM
110
WealthTrust Asset Management
Florida
$226K
MML Investors Services
111
MML Investors Services
Massachusetts
$218K -$1.09K -41 -0.5%
TDC
112
Thompson Davis & Co
Virginia
$216K +$213K +8,000 New
FFA
113
Founders Financial Alliance
North Carolina
$215K +$212K +7,950 New
HWM
114
Horizon Wealth Management
Illinois
$211K +$209K +7,832 New
PWAC
115
Private Wealth Advisors (California)
California
$210K +$719 +27 +0.3%
SWP
116
Stratos Wealth Partners
Ohio
$202K -$256K -9,622 -56%
SBIA
117
Sheaff Brock Investment Advisors
Indiana
$200K +$198K +7,421 New
CFGS
118
Concourse Financial Group Securities
Alabama
$180K -$240 -9 -0.1%
OC
119
Oakworth Capital
Alabama
$164K
BAM
120
Belpointe Asset Management
Nevada
$149K +$21.3K +800 +17%
HWA
121
HHM Wealth Advisors
Tennessee
$146K
WT
122
Whittier Trust
California
$140K
AWA
123
Amplius Wealth Advisors
Pennsylvania
$140K +$138K +5,195 New
CWS
124
Confluence Wealth Services
Pennsylvania
$137K +$136K +5,096 New
CF
125
Centaurus Financial
California
$134K -$4.21K -158 -3%