GGZ

Gabelli Global Small and Mid-Cap Value Trust

38 hedge funds and large institutions have $24.7M invested in Gabelli Global Small and Mid-Cap Value Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BL
26
BFSG LLC
California
$8.92K 760 +760 New
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$6.53K 557
NSIM
28
North Star Investment Management
Illinois
$5.28K 450
ASN
29
Advisory Services Network
Georgia
$4.69K 400 +400 New
SPIA
30
Steward Partners Investment Advisory
New York
$3.4K 290 -2,296 -89%
AF
31
Allworth Financial
California
$1.98K 169 -100 -37%
HI
32
Harbour Investments
Wisconsin
$1.26K 108 +2 +2%
CAL
33
Capital Advisors Ltd
Ohio
$1K 66
FWM
34
Focused Wealth Management
New York
$750 64 +1 +2%
NA
35
NewEdge Advisors
Louisiana
$422 36
GRP
36
Global Retirement Partners
California
$159 14 +14 New
AW
37
Atlas Wealth
Ohio
-608,075 Closed
AA
38
AQR Arbitrage
Connecticut
-11,158 Closed
WAM
39
Wolverine Asset Management
Illinois
-10,212 Closed
GI
40
Gradient Investments
Minnesota
-400 Closed
AAG
41
Armstrong Advisory Group
Massachusetts
-60 Closed
AWM
42
Avior Wealth Management
Nebraska
-43 Closed
HNB
43
Huntington National Bank
Ohio
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$0 33
CFGS
45
Concourse Financial Group Securities
Alabama
UIA
46
Ulland Investment Advisors
Minnesota
$0 20