GGZ

Gabelli Global Small and Mid-Cap Value Trust

36 hedge funds and large institutions have $23.3M invested in Gabelli Global Small and Mid-Cap Value Trust in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.05M 304,137 -33,961 -10%
PMG
2
Private Management Group
California
$3.68M 276,391 -7,491 -3%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$1.57M 117,803 +11,745 +11%
1WA
4
180 Wealth Advisors
Washington
$1.4M 104,941 +6,367 +6%
UBS Group
5
UBS Group
Switzerland
$1.33M 99,641 -496 -0.5%
Bank of America
6
Bank of America
North Carolina
$1.18M 88,235 +1,335 +2%
GCIA
7
Gabelli & Co Investment Advisers
New York
$1.1M 82,711
MC
8
Matisse Capital
Oregon
$957K 71,849
Capstone Investment Advisors
9
Capstone Investment Advisors
New York
$921K 69,157
WAM
10
Wolverine Asset Management
Illinois
$854K 64,077 -4,076 -6%
SI
11
Stephens Inc
Arkansas
$840K 63,089 -4,420 -7%
Wells Fargo
12
Wells Fargo
California
$831K 62,377 -2,799 -4%
CL
13
CSS LLC
Illinois
$623K 46,741 -1,501 -3%
GI
14
GAMCO Investors
Connecticut
$607K 45,586 -2,244 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$599K 51,225 -12,597 -20%
BI
16
Beckerman Institutional
New Jersey
$558K 41,874 +11,549 +38%
Raymond James Financial
17
Raymond James Financial
Florida
$518K 38,887 +4,940 +15%
PAG
18
Private Advisor Group
New Jersey
$321K 24,099 +1,141 +5%
SWM
19
Silverlake Wealth Management
Vermont
$249K 18,658 +4,524 +32%
LPL Financial
20
LPL Financial
California
$231K 17,349 +3,006 +21%
Two Sigma Investments
21
Two Sigma Investments
New York
$215K 16,122 +16,122 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$191K 14,326 -1,687 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$157K 11,756 -51 -0.4%
Comerica Bank
24
Comerica Bank
Texas
$147K 11,000
CA
25
Cornerstone Advisors
North Carolina
$97.4K 7,313 -13,868 -65%