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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
AF
126
Arrow Financial
New York
$31.4K
CCA
127
Column Capital Advisors
Indiana
$30.6K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$30K +$371 +18 +1%
GI
129
GS Investments
Minnesota
$28.1K
ME
130
McIlrath & Eck
Washington
$25K
AWM
131
Avior Wealth Management
Nebraska
$24.1K
CFD
132
Creative Financial Designs
Indiana
$23.5K
HI
133
Harbour Investments
Wisconsin
$23.4K +$351 +17 +2%
US Bancorp
134
US Bancorp
Minnesota
$21.1K
VWM
135
Valley Wealth Managers
New Jersey
$21.1K
SGC
136
Slocum, Gordon & Co
Rhode Island
$20.3K
SS
137
Sunbelt Securities
Texas
$20.2K +$19.8K +958 New
CSC
138
Caldwell Sutter Capital
California
$19K
FWM
139
Focused Wealth Management
New York
$17.6K +$268 +13 +2%
JWA
140
JFS Wealth Advisors
Pennsylvania
$16.9K
AAG
141
Armstrong Advisory Group
Massachusetts
$16.9K +$268 +13 +2%
KFI
142
Key Financial Inc
Pennsylvania
$16.3K
KA
143
Kozak & Associates
Colorado
$15.8K
CAL
144
Capital Advisors Ltd
Ohio
$14K
MA
145
MCF Advisors
Kentucky
$13.7K
FCA
146
FinTrust Capital Advisors
South Carolina
$13.5K
CAL
147
Capital Analysts LLC
Pennsylvania
$9K +$8.58K +416 New
CWAF
148
Core Wealth Advisors (Florida)
Florida
$7.16K +$4.93K +239 +239%
GEA
149
Glen Eagle Advisors
New Jersey
$6.34K
MRCM
150
M&R Capital Management
New Jersey
$6.34K