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
BFC
126
Bedel Financial Consulting
Indiana
$49K
MAWCM
127
Mine & Arao Wealth Creation & Management
California
$49K
SIC
128
Salem Investment Counselors
North Carolina
$49K
UB
129
UMB Bank
Missouri
$49K
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$46K -$498 -20 -1%
CFGS
131
Concourse Financial Group Securities
Alabama
$45K -$120K -4,833 -73%
AF
132
Arrow Financial
New York
$37K
TJHA
133
Thomas J. Herzfeld Advisors
Florida
$34K +$548 +22 +2%
IA
134
IFP Advisors
Florida
$33K +$37.1K +1,490 New
GI
135
GS Investments
Minnesota
$31K
AIP
136
Ahrens Investment Partners
Louisiana
$28K -$622 -25 -2%
AWM
137
Avior Wealth Management
Nebraska
$28K +$28.7K +1,154 New
PP
138
PFS Partners
New Jersey
$26K +$398 +16 +2%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$25K
CFD
140
Creative Financial Designs
Indiana
$25K
PA
141
Parallel Advisors
California
$25K
SSB
142
Sandy Spring Bank
Maryland
$25K
TFGT
143
TS Financial Group (TSFG)
Illinois
$25K
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$249 +10 +1%
FCA
145
FinTrust Capital Advisors
South Carolina
$22K
JWA
146
JFS Wealth Advisors
Pennsylvania
$20K
KFI
147
Key Financial Inc
Pennsylvania
$19K
FWM
148
Focused Wealth Management
New York
$19K +$274 +11 +1%
CAL
149
Capital Advisors Ltd
Ohio
$17K
KA
150
Kozak & Associates
Colorado
$17K