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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$28K -$137K -6,687 -83%
GI
127
GS Investments
Minnesota
$27.4K
AWM
128
Avior Wealth Management
Nebraska
$23.5K -$9.22K -450 -28%
CFD
129
Creative Financial Designs
Indiana
$22.9K +$2.05K +100 +10%
PP
130
PFS Partners
New Jersey
$22.8K +$348 +17 +2%
HI
131
Harbour Investments
Wisconsin
$22K +$492 +24 +2%
HBW
132
Hazlett, Burt & Watson
West Virginia
$21K +$348 +17 +2%
PA
133
Parallel Advisors
California
$20.6K
VWM
134
Valley Wealth Managers
New Jersey
$20.6K
SGC
135
Slocum, Gordon & Co
Rhode Island
$19.8K +$19.7K +960 New
FWM
136
Focused Wealth Management
New York
$16.5K +$266 +13 +2%
JWA
137
JFS Wealth Advisors
Pennsylvania
$16.5K
AAG
138
Armstrong Advisory Group
Massachusetts
$16.2K +$16.1K +785 New
KA
139
Kozak & Associates
Colorado
$15K
KFI
140
Key Financial Inc
Pennsylvania
$14.5K
CAL
141
Capital Advisors Ltd
Ohio
$14K
FCA
142
FinTrust Capital Advisors
South Carolina
$13.5K
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$13.4K +$13.3K +650 New
MA
144
MCF Advisors
Kentucky
$13.3K
HNB
145
Huntington National Bank
Ohio
$10.3K
GEA
146
Glen Eagle Advisors
New Jersey
$6.18K
MRCM
147
M&R Capital Management
New Jersey
$6.18K
TFGT
148
TS Financial Group (TSFG)
Illinois
$4K
JP Morgan Chase
149
JP Morgan Chase
New York
$4K +$2.46K +120 +171%
HCM
150
Highlander Capital Management
New Jersey
$3K