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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
ME
126
McIlrath & Eck
Washington
$24.6K -$24.4K -1,150 -49%
AWM
127
Avior Wealth Management
Nebraska
$23.7K
CFD
128
Creative Financial Designs
Indiana
$23.1K
HI
129
Harbour Investments
Wisconsin
$22.6K +$403 +19 +2%
VWM
130
Valley Wealth Managers
New Jersey
$20.8K
US Bancorp
131
US Bancorp
Minnesota
$20.8K +$21.2K +1,000 New
SGC
132
Slocum, Gordon & Co
Rhode Island
$20K
CSC
133
Caldwell Sutter Capital
California
$18.7K +$19.1K +900 New
FWM
134
Focused Wealth Management
New York
$17K +$339 +16 +2%
JWA
135
JFS Wealth Advisors
Pennsylvania
$16.6K
AAG
136
Armstrong Advisory Group
Massachusetts
$16.3K
KFI
137
Key Financial Inc
Pennsylvania
$16.1K
KA
138
Kozak & Associates
Colorado
$15.5K
CAL
139
Capital Advisors Ltd
Ohio
$14K
FCA
140
FinTrust Capital Advisors
South Carolina
$13.5K
MA
141
MCF Advisors
Kentucky
$13.4K
GI
142
Gradient Investments
Minnesota
$12.3K +$12.5K +590 New
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$8K +$8.39K +396 New
GEA
144
Glen Eagle Advisors
New Jersey
$6.24K
MRCM
145
M&R Capital Management
New Jersey
$6.24K
CAM
146
Chesapeake Asset Management
New York
$4.28K +$4.35K +205 New
AAS
147
Ameritas Advisory Services
Nebraska
$4.18K +$4.24K +200 New
TFGT
148
TS Financial Group (TSFG)
Illinois
$4K
JP Morgan Chase
149
JP Morgan Chase
New York
$3.95K
RA
150
Rise Advisors
New York
$3.47K +$3.54K +167 New