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Gabelli Dividend & Income Trust

164 hedge funds and large institutions have $678M invested in Gabelli Dividend & Income Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $464M → $678M (+$213M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

15% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 48

8.28% more ownership

Funds ownership: 26.43%34.72% (+8.3%)

2% more funds holding

Funds holding: 161164 (+3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
55
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Arrow Financial
New York
$32.1K
GI
127
GS Investments
Minnesota
$28.8K
AWM
128
Avondale Wealth Management
Texas
$28.1K
IA
129
IFP Advisors
Florida
$27.2K +$20 +1 +0.1%
ME
130
McIlrath & Eck
Washington
$25.6K
HI
131
Harbour Investments
Wisconsin
$24.7K +$377 +19 +2%
CFD
132
Creative Financial Designs
Indiana
$24K
PS
133
Principal Securities
Iowa
$24K +$22K +1,109 New
TJHA
134
Thomas J. Herzfeld Advisors
Florida
$23.6K -$2.32M -116,927 -99%
CA
135
Clearstead Advisors
Ohio
$21.6K -$19.8K -1,000 -50%
PA
136
Parallel Advisors
California
$21.6K
VWM
137
Valley Wealth Managers
New Jersey
$21.6K
AA
138
Addison Advisors
Vermont
$21.6K +$19.8K +1,000 New
SWM
139
Sugarloaf Wealth Management
Georgia
$21.1K +$19.3K +973 New
FWM
140
Focused Wealth Management
New York
$18.6K +$278 +14 +2%
JWA
141
JFS Wealth Advisors
Pennsylvania
$17.3K
KFI
142
Key Financial Inc
Pennsylvania
$16.7K
AWM
143
Avior Wealth Management
Nebraska
$15.2K -$8.63K -435 -38%
CAL
144
Capital Advisors Ltd
Ohio
$15K
FCA
145
FinTrust Capital Advisors
South Carolina
$14.2K
MA
146
MCF Advisors
Kentucky
$14K
SL
147
Salomon & Ludwin
Virginia
$10.7K
CIA
148
Cape Investment Advisory
Georgia
$9.8K +$6.01K +303 +202%
CWAF
149
Core Wealth Advisors (Florida)
Florida
$8.03K +$635 +32 +9%
HGERS
150
Householder Group Estate & Retirement Specialist
Arizona
$8K