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Gabelli Dividend & Income Trust

160 hedge funds and large institutions have $483M invested in Gabelli Dividend & Income Trust in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $439M → $483M (+$44.2M)

3% more funds holding

Funds holding: 156160 (+4)

1.86% more ownership

Funds ownership: 23.43%25.29% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
53
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$213K +$208K +10,065 New
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$211K
KPWS
103
Kestra Private Wealth Services
Texas
$211K +$908 +44 +0.4%
PWPS
104
Pinnacle Wealth Planning Services
Ohio
$208K +$203K +9,864 New
CWM
105
Centurion Wealth Management
Virginia
$205K
AA
106
Ancora Advisors
Ohio
$204K
CFB
107
Cullen/Frost Bankers
Texas
$170K
TWM
108
Tradition Wealth Management
Minnesota
$137K -$22.1K -1,072 -14%
OC
109
Oakworth Capital
Alabama
$128K
RFA
110
Resurgent Financial Advisors
Georgia
$103K -$3.1K -150 -3%
AF
111
Allworth Financial
California
$97.1K +$1.03K +50 +1%
EC
112
Elequin Capital
New York
$84.8K -$79.8K -3,870 -49%
AAP
113
Arax Advisory Partners
Colorado
$75.4K
CSPIA
114
Cary Street Partners Investment Advisory
Virginia
$73.6K
GWSG
115
GPS Wealth Strategies Group
Colorado
$67.8K
BWL
116
Bogart Wealth LLC
Virginia
$67.3K
BAAM
117
Baker Avenue Asset Management
California
$63.4K +$30.9K +1,500 +100%
TWC
118
TD Waterhouse Canada
Ontario, Canada
$47K
AWM
119
Avondale Wealth Management
Texas
$46.1K
MAWCM
120
Mine & Arao Wealth Creation & Management
California
$42.3K -$433 -21 -1%
SIC
121
Salem Investment Counselors
North Carolina
$41.8K
IA
122
IFP Advisors
Florida
$38K -$3.65K -177 -9%
PA
123
Parallel Advisors
California
$36.4K
MLA
124
MB, Levis & Associates
Pennsylvania
$32.4K +$516 +25 +2%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$32K