Gabelli Global Small and Mid-Cap Value Trust
GGZ
38 hedge funds and large institutions have $31.5M invested in Gabelli Global Small and Mid-Cap Value Trust in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.
13% more capital invested
Capital invested by funds: $27.8M → $31.5M (+$3.68M)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0.29% more ownership
Funds ownership: 23.01% → 23.3% (+0.29%)
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$778K |
| 2 |
Morgan Stanley
New York
|
+$644K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$219K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$201K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$97.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$537K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$336K |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$206K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$139K |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$131K |
GGZ Hedge Fund Activity: Q1 2021 in Review
38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q1 2021, worth a combined $31.5M — up 13% from $27.8M a quarter earlier.
Fund positioning in GGZ was balanced in Q1 2021: 7 funds opened new positions, 7 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $778K. The largest seller was Cornerstone Advisors, cutting an estimated $537K.
- 38 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $31.5M of Gabelli Global Small and Mid-Cap Value Trust stock for Q1 2021, up 13% quarter-over-quarter.
- 7 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q1 2021 and 7 closed out, a net change of 0 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q1 2021 was Raymond James & Associates, an estimated $778K added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q1 2021 was Cornerstone Advisors, an estimated $537K sold.
Based on aggregated 13F filings for Q1 2021.