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GGN

GAMCO Global Gold, Natural Resources & Income Trust
GGN

122 hedge funds and large institutions have $50.5M invested in GAMCO Global Gold, Natural Resources & Income Trust in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

4% more funds holding

Funds holding: 117 → 122 (+5)

0.15% less ownership

Funds ownership: 9.47% → 9.32% (-0.15%)

4% less capital invested

Capital invested by funds: $52.7M → $50.5M (-$2.15M)

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$523K
2
Walleye Capital
Walleye Capital
New York
+$434K
3
Osaic Holdings
Osaic Holdings
Arizona
+$312K
4
PAG
Private Advisor Group
New Jersey
+$283K
5
FAM
Formidable Asset Management
Ohio
+$274K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.42M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$890K
3
WAM
Weiss Asset Management
Massachusetts
-$619K
4
LPL Financial
LPL Financial
California
-$527K
5
NL
NWAM LLC
Washington
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.2M +$523K +142,136 +5%
FAM
2
Formidable Asset Management
Ohio
$7.35M +$274K +74,456 +4%
MML Investors Services
3
MML Investors Services
Massachusetts
$3.65M -$183K -49,639 -5%
Bank of America
4
Bank of America
North Carolina
$2.4M +$87.8K +23,851 +4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.6M -$1.86K -506 -0.1%
CAN
6
Cetera Advisor Networks
California
$1.52M +$65.9K +17,906 +4%
CWA
7
Capital Wealth Alliance
Arizona
$1.43M -$7.76K -2,109 -0.5%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.2M +$312K +84,697 +35%
RJA
9
Raymond James & Associates
Florida
$1.02M -$27.2K -7,403 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$967K +$17.9K +4,872 +2%
VCWA
11
Vanguard Capital Wealth Advisors
Colorado
$879K +$111K +30,206 +14%
BRWA
12
B. Riley Wealth Advisors
Florida
$790K +$4.84K +1,316 +0.6%
OIA
13
Optimum Investment Advisors
Illinois
$739K +$146K +39,800 +25%
ACM
14
Ashford Capital Management
Delaware
$626K – – –
KPWS
15
Kestra Private Wealth Services
Texas
$626K -$279K -75,905 -31%
PAG
16
Private Advisor Group
New Jersey
$565K +$283K +76,853 +99%
LPL Financial
17
LPL Financial
California
$546K -$527K -143,222 -49%
HCM
18
Highlander Capital Management
New Jersey
$519K +$2K +545 +0.4%
Invesco
19
Invesco
Georgia
$450K -$10.8K -2,924 -2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$441K +$143K +38,828 +54%
WP
21
WealthSource Partners
California
$439K +$36.8K +10,000 +9%
NAS
22
NWF Advisory Services
California
$435K +$416K +113,000 New
Walleye Capital
23
Walleye Capital
New York
$431K +$434K +117,824 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$426K +$49K +13,304 +13%
DA
25
Doliver Advisors
Texas
$422K -$19.5K -5,300 -4%
1
2 3 4 5

GGN Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in GAMCO Global Gold, Natural Resources & Income Trust (GGN) for Q1 2023, worth a combined $50.5M — down 4.1% from $52.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new GGN positions and 12 closed out — a net gain of 7 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $523K. The largest seller was Wolverine Asset Management, cutting an estimated $1.42M.

  • 122 institutional investors held GAMCO Global Gold, Natural Resources & Income Trust (GGN) as of Q1 2023, up from 117 in Q4 2022.
  • Funds reported $50.5M of GAMCO Global Gold, Natural Resources & Income Trust stock for Q1 2023, down 4.1% quarter-over-quarter.
  • 19 funds opened new GAMCO Global Gold, Natural Resources & Income Trust positions in Q1 2023 and 12 closed out, a net change of +7 holders.
  • The largest GAMCO Global Gold, Natural Resources & Income Trust buyer in Q1 2023 was Morgan Stanley, an estimated $523K added.
  • The largest GAMCO Global Gold, Natural Resources & Income Trust seller in Q1 2023 was Wolverine Asset Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2023.