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Gabelli Dividend & Income Trust

154 hedge funds and large institutions have $431M invested in Gabelli Dividend & Income Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $394M → $431M (+$36.9M)

9% more funds holding

Funds holding: 141154 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 23.29%23.14% (-0.15%)

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
55
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$185K +$79.1K +3,860 +76%
CFB
102
Cullen/Frost Bankers
Texas
$166K +$124K +6,028 +300%
OC
103
Oakworth Capital
Alabama
$125K
RFA
104
Resurgent Financial Advisors
Georgia
$103K +$103K +5,020 New
ASN
105
Advisory Services Network
Georgia
$99.3K +$98.7K +4,817 New
AF
106
Allworth Financial
California
$92.4K +$21.5K +1,049 +31%
HNWAG
107
High Net Worth Advisory Group
Florida
$86.6K +$1.39K +68 +2%
AAP
108
Arax Advisory Partners
Colorado
$73.6K
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$71.8K +$71.4K +3,483 New
BWL
110
Bogart Wealth LLC
Virginia
$65.6K
IA
111
IFP Advisors
Florida
$65K +$14.5K +710 +32%
RBC
112
Romano Brothers & Co
Illinois
$51.5K +$51.2K +2,500 New
ME
113
McIlrath & Eck
Washington
$48.1K +$43.3K +2,115 +961%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$46.8K
AWM
115
Avondale Wealth Management
Texas
$45K
NA
116
NewEdge Advisors
Louisiana
$43.1K +$141K +6,873 New
MAWCM
117
Mine & Arao Wealth Creation & Management
California
$41.7K +$41.4K +2,021 New
SIC
118
Salem Investment Counselors
North Carolina
$41K
AWM
119
Accurate Wealth Management
Florida
$40.2K +$38.8K +1,892 New
BAM
120
Belpointe Asset Management
Nevada
$35.5K +$35.3K +1,725 New
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$35.2K
AF
122
Arrow Financial
New York
$31K
BFEC
123
Benjamin F. Edwards & Company
Missouri
$31K
MLA
124
MB, Levis & Associates
Pennsylvania
$30.9K +$30.7K +1,500 New
CCA
125
Column Capital Advisors
Indiana
$29.9K +$29.7K +1,450 New