GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

Overview Fund Activity

36 hedge funds and large institutions have $35.8M invested in Gabelli Global Small and Mid-Cap Value Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$6.81M
2
SFS
2
Shaker Financial Services
Virginia
$655K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$638K
4
APA
4
American Portfolios Advisors
New York
$396K
5
CA
5
Cornerstone Advisors
North Carolina
$1.46M

Top Sellers

1
MC
1
Matisse Capital
Oregon
$3.07M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$0
3
Bank of America
3
Bank of America
North Carolina
$5.37M
4
SI
4
Stephens Inc
Arkansas
$416K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$5K 337 +204 +153%
US Bancorp
27
US Bancorp
Minnesota
$3K 207 +207 New
AF
28
Allworth Financial
California
$2K 148 +148 New
FCFS
29
First Command Financial Services
Texas
$1K 65 -22 -25%
FCB
30
First Command Bank
Texas
$1K 65 -22 -25%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1K 33 – –
CAL
32
Capital Advisors Ltd
Ohio
$1K 66 – –
FWM
33
Focused Wealth Management
New York
$1K 55 +1 +2%
HI
34
Harbour Investments
Wisconsin
$1K 92 +1 +1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1K 50 +50 New
PAIM
36
Punch & Associates Investment Management
Minnesota
– – -30,476 Closed
IAIM
37
International Assets Investment Management
Florida
– – -4,680 Closed
FIA
38
FNY Investment Advisers
New York
– – -2,074 Closed
SFS
39
Sowell Financial Services
Arkansas
– – -224 Closed
EP
40
Eudaimonia Partners
Tennessee
– – -85 Closed
WAP
41
Wealthcare Advisory Partners
Pennsylvania
– – -60 Closed
BBHC
42
Brown Brothers Harriman & Co
New York
– – -9 Closed
LWA
43
Lenox Wealth Advisors
New York
– – -1 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$0 30 – –
1
2