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Gabelli Dividend & Income Trust

156 hedge funds and large institutions have $439M invested in Gabelli Dividend & Income Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 154156 (+2)

2% more capital invested

Capital invested by funds: $431M → $439M (+$7.57M)

0.28% more ownership

Funds ownership: 23.14%23.43% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
56
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oakworth Capital
Alabama
$126K
NA
102
NewEdge Advisors
Louisiana
$107K -$36.7K -1,732 -25%
RFA
103
Resurgent Financial Advisors
Georgia
$104K
ASN
104
Advisory Services Network
Georgia
$95.3K -$4.94K -233 -5%
AF
105
Allworth Financial
California
$94.5K +$1.29K +61 +1%
AAP
106
Arax Advisory Partners
Colorado
$74.2K
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$72.4K
GWSG
108
GPS Wealth Strategies Group
Colorado
$66.7K +$68K +3,209 New
BWL
109
Bogart Wealth LLC
Virginia
$66.2K
TWC
110
TD Waterhouse Canada
Ontario, Canada
$47.4K
AWM
111
Avondale Wealth Management
Texas
$45.4K
IA
112
IFP Advisors
Florida
$44.2K -$20.6K -974 -33%
AIP
113
Ahrens Investment Partners
Louisiana
$42.7K +$43.5K +2,052 New
MAWCM
114
Mine & Arao Wealth Creation & Management
California
$42K
SIC
115
Salem Investment Counselors
North Carolina
$41.1K
BAM
116
Belpointe Asset Management
Nevada
$35.9K
PA
117
Parallel Advisors
California
$35.8K +$15.3K +723 +72%
MLA
118
MB, Levis & Associates
Pennsylvania
$31.4K +$170 +8 +0.5%
BAAM
119
Baker Avenue Asset Management
California
$31.2K +$31.8K +1,500 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$31K
AF
121
Arrow Financial
New York
$30.9K
CCA
122
Column Capital Advisors
Indiana
$30.1K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$29K +$466 +22 +2%
GI
124
GS Investments
Minnesota
$27.7K
PFBT
125
Parkside Financial Bank & Trust
Missouri
$26.4K +$26.9K +1,269 New