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GGN

GAMCO Global Gold, Natural Resources & Income Trust
GGN

116 hedge funds and large institutions have $54.3M invested in GAMCO Global Gold, Natural Resources & Income Trust in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

0.17% more ownership

Funds ownership: 9.44% → 9.62% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $54.5M → $54.3M (-$144K)

3% less funds holding

Funds holding: 120 → 116 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
44
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$535K
2
SPIA
Steward Partners Investment Advisory
New York
+$518K
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$246K
4
AFG
Atomi Financial Group
New York
+$235K
5
BRWA
B. Riley Wealth Advisors
Florida
+$188K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$490K
2
WP
WealthSource Partners
California
-$449K
3
Morgan Stanley
Morgan Stanley
New York
-$410K
4
FWA
Freedom Wealth Alliance
Wisconsin
-$171K
5
KAS
Kestra Advisory Services
Texas
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
101
Princeton Global Asset Management
New Jersey
$16.2K – – –
BFEC
102
Benjamin F. Edwards & Company
Missouri
$13K – – –
CCP
103
Carmel Capital Partners
California
$12.9K -$1K -267 -7%
CHA
104
Carmichael Hill & Associates
Maryland
$9.18K +$222 +59 +2%
Creative Planning
105
Creative Planning
Kansas
$7.78K +$7.99K +2,125 New
LFA
106
LGT Financial Advisors
Texas
$3.72K +$3.82K +1,016 New
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.66K – – –
GRP
108
Global Retirement Partners
California
$3.52K – – –
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$3K -$4.51K -1,200 -57%
WB
110
Webster Bank
Connecticut
$2.56K – – –
SIS
111
Sound Income Strategies
Florida
$2.32K – – –
AF
112
Allworth Financial
California
$1.56K – – –
BWP
113
Baldwin Wealth Partners
Massachusetts
$915 – – –
TRCT
114
Tower Research Capital (TRC)
New York
$611 – – –
GEA
115
Glen Eagle Advisors
New Jersey
$439 – – –
HNB
116
Huntington National Bank
Ohio
$15 – – –
Citigroup
117
Citigroup
New York
$11 – – –
WP
118
WealthSource Partners
California
– -$449K -120,001 Closed
FWA
119
Freedom Wealth Alliance
Wisconsin
– -$171K -44,435 Closed
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
– -$132K -35,204 Closed
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
– -$115K -30,813 Closed
SB
122
Strategic Blueprint
Georgia
– -$92K -24,592 Closed
MSS
123
Mitchell Sinkler & Starr
Pennsylvania
– -$51.4K -13,750 Closed
PI
124
PFG Investments
New York
– -$41.4K -11,066 Closed
MWM
125
Modera Wealth Management
New Jersey
– -$38.4K -10,272 Closed
2 3 4
5
6

GGN Hedge Fund Activity: Q3 2023 in Review

116 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in GAMCO Global Gold, Natural Resources & Income Trust (GGN) for Q3 2023, worth a combined $54.3M — down 0.26% from $54.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of GGN and 9 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 44 added.

The largest buyer was Osaic Holdings, adding an estimated $535K. The largest seller was Commonwealth Equity Services, cutting an estimated $490K.

  • 116 institutional investors held GAMCO Global Gold, Natural Resources & Income Trust (GGN) as of Q3 2023, down from 120 in Q2 2023.
  • Funds reported $54.3M of GAMCO Global Gold, Natural Resources & Income Trust stock for Q3 2023, down 0.26% quarter-over-quarter.
  • 9 funds opened new GAMCO Global Gold, Natural Resources & Income Trust positions in Q3 2023 and 12 closed out, a net change of -3 holders.
  • The largest GAMCO Global Gold, Natural Resources & Income Trust buyer in Q3 2023 was Osaic Holdings, an estimated $535K added.
  • The largest GAMCO Global Gold, Natural Resources & Income Trust seller in Q3 2023 was Commonwealth Equity Services, an estimated $490K sold.

Based on aggregated 13F filings for Q3 2023.