Gabelli Global Small and Mid-Cap Value Trust
GGZ
40 hedge funds and large institutions have $28.6M invested in Gabelli Global Small and Mid-Cap Value Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more capital invested
Capital invested by funds: $21.5M → $28.6M (+$7.11M)
10.18% more ownership
Funds ownership: 20.04% → 30.22% (+10%)
5% more funds holding
Funds holding: 38 → 40 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$7.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$311K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$301K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$185K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$403K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$125K |
| 3 |
Morgan Stanley
New York
|
-$109K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$25.3K |
| 5 |
PMG
Private Management Group
Irvine,
California
|
-$13.7K |
GGZ Hedge Fund Activity: Q2 2024 in Review
40 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q2 2024, worth a combined $28.6M — up 33% from $21.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GGZ positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $7.08M. The largest seller was Raymond James & Associates, cutting an estimated $403K.
- 40 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q2 2024, up from 38 in Q1 2024.
- Funds reported $28.6M of Gabelli Global Small and Mid-Cap Value Trust stock for Q2 2024, up 33% quarter-over-quarter.
- 5 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q2 2024 was Atlas Wealth, an estimated $7.08M added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q2 2024 was Raymond James & Associates, an estimated $403K sold.
Based on aggregated 13F filings for Q2 2024.