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Gabelli Dividend & Income Trust

154 hedge funds and large institutions have $431M invested in Gabelli Dividend & Income Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $394M → $431M (+$36.9M)

9% more funds holding

Funds holding: 141154 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 23.29%23.14% (-0.15%)

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
55
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
151
Core Wealth Advisors (Florida)
Florida
$2.06K
BC
152
Barrett & Company
Rhode Island
$1.12K
EWA
153
EverSource Wealth Advisors
Alabama
$969
PAG
154
Private Advisor Group
New Jersey
$235 +$7.29K +356 +3%
GCIA
155
Gabelli & Co Investment Advisers
New York
-$11.8M -630,000 Closed
USCWA
156
U.S. Capital Wealth Advisors
Texas
-$2.81M -149,963 Closed
CWM
157
Cadence Wealth Management
Massachusetts
-$946K -50,529 Closed
MPCG
158
Matrix Private Capital Group
New York
-$261K -13,928 Closed
PCM
159
Parsons Capital Management
Rhode Island
-$196K -10,465 Closed
AWG
160
Altus Wealth Group
Colorado
-$229K -8,879 Closed
CFGS
161
Concourse Financial Group Securities
Alabama
-$37K -1,807 Closed
WIM
162
Westside Investment Management
California
-$19 -1,037 Closed
TCOV
163
Trust Company of Vermont
Vermont
-$13K -700 Closed
GWSG
164
GPS Wealth Strategies Group
Colorado
-$10K -557 Closed
HGERS
165
Householder Group Estate & Retirement Specialist
Arizona
-$7K -396 Closed
CT
166
Cambridge Trust
Massachusetts
-$6K -336 Closed
GI
167
Gradient Investments
Minnesota
-$5K -283 Closed
GWM
168
Geneos Wealth Management
Colorado
-$5K -275 Closed
TRCT
169
Tower Research Capital (TRC)
New York
-$61 -3 -60%