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Gabelli Dividend & Income Trust

156 hedge funds and large institutions have $439M invested in Gabelli Dividend & Income Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 154156 (+2)

2% more capital invested

Capital invested by funds: $431M → $439M (+$7.57M)

0.28% more ownership

Funds ownership: 23.14%23.43% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
56
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Cape Investment Advisory
Georgia
$3.12K +$3.18K +150 New
HCM
152
Highlander Capital Management
New Jersey
$3K
CWAF
153
Core Wealth Advisors (Florida)
Florida
$2.08K
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$1.75K -$129K -6,068 -7%
BC
155
Barrett & Company
Rhode Island
$1.16K +$21 +1 +2%
EWA
156
EverSource Wealth Advisors
Alabama
$977
KIG
157
Kessler Investment Group
Indiana
$104 +$106 +5 New
HNB
158
Huntington National Bank
Ohio
$21
WIM
159
WealthPlan Investment Management
Nebraska
-$1.26M -57,219 Closed
WAM
160
Weiss Asset Management
Massachusetts
-$914K -44,350 Closed
CS
161
Capital Square
Tennessee
-$423K -20,504 Closed
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
-$255K -12,394 Closed
MCC
163
Money Concepts Capital
Florida
-$200K -9,700 Closed
HNWAG
164
High Net Worth Advisory Group
Florida
-$86.6K -4,202 Closed
RBC
165
Romano Brothers & Co
Illinois
-$51.5K -2,500 Closed
AWM
166
Accurate Wealth Management
Florida
-$40.2K -1,892 Closed
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
-$35.2K -1,710 Closed
PP
168
PFS Partners
New Jersey
-$22.8K -1,107 Closed
HBW
169
Hazlett, Burt & Watson
West Virginia
-$21K -1,022 Closed
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
-$13.4K -650 Closed