We are live on ! Find out more
GGN

GAMCO Global Gold, Natural Resources & Income Trust
GGN

129 hedge funds and large institutions have $66.1M invested in GAMCO Global Gold, Natural Resources & Income Trust in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

22% more capital invested

Capital invested by funds: $54.3M → $66.1M (+$11.8M)

11% more funds holding

Funds holding: 116 → 129 (+13)

1.79% more ownership

Funds ownership: 9.62% → 11.4% (+1.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
129
Holders Change
+13
Holders Change %
+11.21%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
41
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.97M
2
AAM
Advisors Asset Management
Colorado
+$1.19M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$388K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$341K
5
LCM
Landscape Capital Management
New Jersey
+$273K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$675K
2
Invesco
Invesco
Georgia
-$469K
3
MSAM
Moloney Securities Asset Management
Missouri
-$301K
4
BRWA
B. Riley Wealth Advisors
Florida
-$176K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$147K
Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
101
Atlas Private Wealth Advisors
New Jersey
$37.6K – – –
MCM
102
Maple Capital Management
Vermont
$37.6K – – –
MA
103
Montag & Associates
Georgia
$34.9K – – –
ASN
104
Advisory Services Network
Georgia
$32.2K +$31.6K +8,556 New
US Bancorp
105
US Bancorp
Minnesota
$30.8K – – –
SWM
106
Spire Wealth Management
Virginia
$25.8K – – –
PGAM
107
Princeton Global Asset Management
New Jersey
$16.6K – – –
BFEC
108
Benjamin F. Edwards & Company
Missouri
$15K +$2.21K +600 +17%
CHA
109
Carmichael Hill & Associates
Maryland
$9.66K +$225 +61 +2%
LIWM
110
Long Island Wealth Management
New York
$8K +$8.2K +2,223 New
TCG
111
Transcendent Capital Group
Oklahoma
$6.89K +$6.76K +1,832 New
BWM
112
Baystate Wealth Management
Massachusetts
$5.73K +$5.62K +1,524 New
IGWM
113
ICA Group Wealth Management
Colorado
$5.03K +$4.93K +1,337 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.76K – – –
GRP
115
Global Retirement Partners
California
$3.74K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
WB
117
Webster Bank
Connecticut
$2.63K – – –
SIS
118
Sound Income Strategies
Florida
$2.39K – – –
T
119
Tidemark
California
$2.25K +$2.21K +598 New
FFA
120
Frazier Financial Advisors
Ohio
$1.68K +$1.65K +446 New
AF
121
Allworth Financial
California
$1.6K – – –
BWP
122
Baldwin Wealth Partners
Massachusetts
$940 – – –
SIC
123
Salem Investment Counselors
North Carolina
$940 +$923 +250 New
CAS
124
Coppell Advisory Solutions
Texas
$684 +$672 +182 New
TRCT
125
Tower Research Capital (TRC)
New York
$627 – – –
2 3 4
5
6

GGN Hedge Fund Activity: Q4 2023 in Review

129 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GAMCO Global Gold, Natural Resources & Income Trust (GGN) for Q4 2023, worth a combined $66.1M — up 22% from $54.3M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new GGN positions and 13 closed out — a net gain of 13 holders — while 41 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.97M. The largest seller was Osaic Holdings, cutting an estimated $675K.

  • 129 institutional investors held GAMCO Global Gold, Natural Resources & Income Trust (GGN) as of Q4 2023, up from 116 in Q3 2023.
  • Funds reported $66.1M of GAMCO Global Gold, Natural Resources & Income Trust stock for Q4 2023, up 22% quarter-over-quarter.
  • 26 funds opened new GAMCO Global Gold, Natural Resources & Income Trust positions in Q4 2023 and 13 closed out, a net change of +13 holders.
  • The largest GAMCO Global Gold, Natural Resources & Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $8.97M added.
  • The largest GAMCO Global Gold, Natural Resources & Income Trust seller in Q4 2023 was Osaic Holdings, an estimated $675K sold.

Based on aggregated 13F filings for Q4 2023.