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GGN

GAMCO Global Gold, Natural Resources & Income Trust
GGN

113 hedge funds and large institutions have $47.8M invested in GAMCO Global Gold, Natural Resources & Income Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

0.27% more ownership

Funds ownership: 7.64% → 7.91% (+0.27%)

5% less capital invested

Capital invested by funds: $50.4M → $47.8M (-$2.6M)

7% less funds holding

Funds holding: 122 → 113 (-9)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
113
Holders Change
-9
Holders Change %
-7.38%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
47
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$5.36M
2
PAG
Private Advisor Group
New Jersey
+$405K
3
WP
WealthSource Partners
California
+$368K
4
LPL Financial
LPL Financial
California
+$242K
5
QC
Quantedge Capital
Singapore
+$208K

Top Sellers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
-$1.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.42M
3
SC
Stolper & Co
Oklahoma
-$961K
4
Invesco
Invesco
Georgia
-$960K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$343K +$15K +3,878 +4%
Barclays
27
Barclays
United Kingdom
$342K – – –
FHA
28
Flagship Harbor Advisors
Massachusetts
$329K – – –
OIA
29
Optimum Investment Advisors
Illinois
$326K +$25.2K +6,500 +8%
Truist Financial
30
Truist Financial
North Carolina
$311K -$7.71K -1,990 -2%
Wells Fargo
31
Wells Fargo
California
$303K -$7.37K -1,903 -2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$273K -$1.42M -366,827 -83%
BRWA
33
B. Riley Wealth Advisors
Florida
$257K +$16.7K +4,319 +7%
SWP
34
Stratos Wealth Partners
Ohio
$254K +$1.72K +443 +0.7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$218K -$34.1K -8,815 -13%
LOPW
36
Live Oak Private Wealth
North Carolina
$217K – – –
SPC
37
Sigma Planning Corp
Michigan
$213K +$7.54K +1,946 +4%
Invesco
38
Invesco
Georgia
$211K -$960K -247,820 -81%
IAIM
39
International Assets Investment Management
Florida
$209K -$763 -197 -0.4%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$202K -$153K -39,438 -42%
QC
41
Quantedge Capital
Singapore
$200K +$208K +53,600 New
CT
42
Cambridge Trust
Massachusetts
$187K +$96.8K +25,000 +100%
HighTower Advisors
43
HighTower Advisors
Illinois
$177K +$244 +63 +0.1%
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$176K +$111K +28,600 +153%
CF
45
Centaurus Financial
California
$166K -$11.6K -3,000 -6%
WGA
46
Weather Gauge Advisory
Virginia
$160K -$1.34K -345 -0.8%
FCH
47
Freestone Capital Holdings
Washington
$157K – – –
BWA
48
BDO Wealth Advisors
Florida
$144K -$18K -4,658 -11%
KAS
49
Kestra Advisory Services
Texas
$141K +$40.4K +10,425 +38%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$100K +$1K +259 +1%
1
2
3 4 5

GGN Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in GAMCO Global Gold, Natural Resources & Income Trust (GGN) for Q3 2021, worth a combined $47.8M — down 5.2% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GGN and 6 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 47 added.

The largest buyer was Formidable Asset Management, adding an estimated $5.36M. The largest seller was Stephens Inc, exiting entirely with an estimated $1.5M sold.

  • 113 institutional investors held GAMCO Global Gold, Natural Resources & Income Trust (GGN) as of Q3 2021, down from 122 in Q2 2021.
  • Funds reported $47.8M of GAMCO Global Gold, Natural Resources & Income Trust stock for Q3 2021, down 5.2% quarter-over-quarter.
  • 6 funds opened new GAMCO Global Gold, Natural Resources & Income Trust positions in Q3 2021 and 14 closed out, a net change of -8 holders.
  • The largest GAMCO Global Gold, Natural Resources & Income Trust buyer in Q3 2021 was Formidable Asset Management, an estimated $5.36M added.
  • The largest GAMCO Global Gold, Natural Resources & Income Trust seller in Q3 2021 was Stephens Inc, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2021.