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Gabelli Dividend & Income Trust

171 hedge funds and large institutions have $696M invested in Gabelli Dividend & Income Trust in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

1.15% more ownership

Funds ownership: 30.85%32% (+1.2%)

4% more capital invested

Capital invested by funds: $669M → $696M (+$26.8M)

1% less funds holding

Funds holding: 172171 (-1)

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
58
Reduced
43
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QC
151
Quent Capital
New York
$12.5K
TCOV
152
Trust Company of Vermont
Vermont
$12.1K +$12.3K +500 New
GRP
153
Global Retirement Partners
California
$10.8K +$99 +4 +0.9%
AWM
154
Avior Wealth Management
Nebraska
$10.7K
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$10.5K +$10.8K +436 New
CBT
156
Crews Bank & Trust
Florida
$10.1K +$10.3K +419 New
SWM
157
Spire Wealth Management
Virginia
$9.85K
JWA
158
JFS Wealth Advisors
Pennsylvania
$8.84K
GEA
159
Glen Eagle Advisors
New Jersey
$7.25K
FFA
160
Farther Finance Advisors
California
$6.66K +$99 +4 +1%
TJHA
161
Thomas J. Herzfeld Advisors
Florida
$5.44K +$74 +3 +1%
PMFA
162
Plante Moran Financial Advisors
Michigan
$5.22K +$5.33K +216 New
JP Morgan Chase
163
JP Morgan Chase
New York
$4.59K
TFGT
164
TS Financial Group (TSFG)
Illinois
$4K
CIA
165
Cape Investment Advisory
Georgia
$3.62K
MCM
166
MAI Capital Management
Ohio
$2.07K +$2.12K +86 New
AA
167
AlphaMark Advisors
Kentucky
$2K
BC
168
Barrett & Company
Rhode Island
$1.49K +$25 +1 +2%
KIG
169
Kessler Investment Group
Indiana
$121
NS
170
NBC Securities
Alabama
$99 -$136K -5,517 -100%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$24
HNB
172
Huntington National Bank
Ohio
$24
WAM
173
Wolverine Asset Management
Illinois
-$3.87M -158,151 Closed
LCM
174
Landscape Capital Management
New Jersey
-$2.24M -91,489 Closed
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
-$80.5K -61,270 Closed