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Gabelli Dividend & Income Trust

155 hedge funds and large institutions have $436M invested in Gabelli Dividend & Income Trust in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 35

0.57% more ownership

Funds ownership: 23.06%23.63% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 161155 (-6)

15% less capital invested

Capital invested by funds: $513M → $436M (-$77.5M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
64
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
151
Highlander Capital Management
New Jersey
$3K
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$851 +$65.6K +2,955 +9%
BRWM
153
B. Riley Wealth Management
Tennessee
$205 +$222K +10,008 New
WIM
154
Westside Investment Management
California
$22 +$24.9K +1,119 New
KAS
155
Kestra Advisory Services
Texas
-$1.55M -62,946 Closed
IFG
156
Independent Financial Group
California
-$880K -35,717 Closed
5L
157
55I LLC
Massachusetts
-$848K -34,435 Closed
PFS
158
Prospera Financial Services
Texas
-$826K -33,534 Closed
BCM
159
Bluefin Capital Management
New York
-$502K -20,378 Closed
Mariner
160
Mariner
Kansas
-$287K -11,631 Closed
DJYG
161
David J. Yvars Group
Florida
-$286K -11,613 Closed
MIAN
162
Mariner Independent Advisor Network
Kansas
-$273K -11,072 Closed
KPWS
163
Kestra Private Wealth Services
Texas
-$268K -10,888 Closed
GW
164
GW & Wade
Massachusetts
-$233K -9,463 Closed
CC
165
Constitution Capital
Connecticut
-$217K -8,800 Closed
SCM
166
Segantii Capital Management
Hong Kong
-$149K -6,043 Closed
CF
167
Centaurus Financial
California
-$117K -4,755 Closed
BAM
168
Belpointe Asset Management
Nevada
-$103K -4,171 Closed
CC
169
Commons Capital
Massachusetts
-$73K -2,966 Closed
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
-$51.5K -2,091 Closed
BFC
171
Bedel Financial Consulting
Indiana
-$49K -2,000 Closed
SSB
172
Sandy Spring Bank
Maryland
-$25K -1,000 Closed
MCC
173
Money Concepts Capital
Florida
-$12K -500 Closed