We are live on ! Find out more
GDV icon

Gabelli Dividend & Income Trust

161 hedge funds and large institutions have $513M invested in Gabelli Dividend & Income Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 34

0.86% more ownership

Funds ownership: 22.21%23.06% (+0.86%)

5% less capital invested

Capital invested by funds: $542M → $513M (-$28.8M)

10% less funds holding

Funds holding: 179161 (-18)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
161
Holders Change
-18
Holders Change %
-10.06%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
68
Reduced
34
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
101
City of London Investment Management
United Kingdom
$241K
AA
102
Ancora Advisors
Ohio
$236K
GW
103
GW & Wade
Massachusetts
$233K
CB
104
Commerce Bank
Missouri
$224K
NFG
105
Nations Financial Group
Iowa
$222K +$523 +21 +0.2%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$220K +$1.67K +67 +0.8%
AWG
107
Altus Wealth Group
Colorado
$219K +$199 +8 +0.1%
CC
108
Constitution Capital
Connecticut
$217K
SWM
109
Spire Wealth Management
Virginia
$165K -$347K -13,930 -67%
SCM
110
Segantii Capital Management
Hong Kong
$149K -$313K -12,557 -68%
OC
111
Oakworth Capital
Alabama
$149K
BWL
112
Bogart Wealth LLC
Virginia
$140K +$79.3K +3,184 +127%
HWA
113
HHM Wealth Advisors
Tennessee
$133K
WT
114
Whittier Trust
California
$128K
JPLA
115
Joseph P. Lucia & Associates
New York
$118K +$119K +4,791 New
CF
116
Centaurus Financial
California
$117K -$4.98K -200 -4%
AF
117
Allworth Financial
California
$107K +$26K +1,045 +32%
BAM
118
Belpointe Asset Management
Nevada
$103K -$34.2K -1,375 -25%
HNWAG
119
High Net Worth Advisory Group
Florida
$99K +$1.52K +61 +2%
AAP
120
Arax Advisory Partners
Colorado
$86K
CC
121
Commons Capital
Massachusetts
$73K
AWM
122
Avondale Wealth Management
Texas
$54K
GWM
123
Geneos Wealth Management
Colorado
$53K -$19.9K -800 -27%
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$51.5K +$498 +20 +1%
CFB
125
Cullen/Frost Bankers
Texas
$50K