We are live on ! Find out more
GDV icon

Gabelli Dividend & Income Trust

167 hedge funds and large institutions have $631M invested in Gabelli Dividend & Income Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 50

1.39% more ownership

Funds ownership: 29.55%30.94% (+1.4%)

3% more capital invested

Capital invested by funds: $612M → $631M (+$18.8M)

4% less funds holding

Funds holding: 174167 (-7)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
167
Holders Change
-7
Holders Change %
-4.02%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
58
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Arrow Financial
New York
$33.7K
GI
127
GS Investments
Minnesota
$30.2K
AWM
128
Avondale Wealth Management
Texas
$29.5K
LFG
129
Larson Financial Group
Missouri
$27.3K +$26.9K +1,200 New
ME
130
McIlrath & Eck
Washington
$26.9K
HI
131
Harbour Investments
Wisconsin
$26.7K +$381 +17 +1%
CFD
132
Creative Financial Designs
Indiana
$25.2K
CFFP
133
Center for Financial Planning
Michigan
$22.7K
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$22.7K
VWM
135
Valley Wealth Managers
New Jersey
$22.7K
PS
136
Principal Securities
Iowa
$22.4K -$2.78K -124 -11%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$19.8K +$15.1K +674 +344%
CPG
138
Cornerstone Planning Group
New Jersey
$19.2K +$19.5K +870 New
JWA
139
JFS Wealth Advisors
Pennsylvania
$18.2K
CWM
140
CarsonAllaria Wealth Management
Illinois
$17.8K +$17.6K +785 New
KFI
141
Key Financial Inc
Pennsylvania
$17.5K
CAL
142
Capital Advisors Ltd
Ohio
$15K
FCA
143
FinTrust Capital Advisors
South Carolina
$14.9K
MA
144
MCF Advisors
Kentucky
$14.7K
SWA
145
SOA Wealth Advisors
New York
$13.1K +$12.9K +575 New
SL
146
Salomon & Ludwin
Virginia
$12.4K
QC
147
Quent Capital
New York
$11.8K
GRP
148
Global Retirement Partners
California
$11.5K +$6.82K +304 +152%
AWM
149
Avior Wealth Management
Nebraska
$10.1K -$5.83K -260 -37%
SWM
150
Spire Wealth Management
Virginia
$9.27K -$204K -9,122 -96%