Gabelli Global Small and Mid-Cap Value Trust
GGZ
39 hedge funds and large institutions have $23.2M invested in Gabelli Global Small and Mid-Cap Value Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
3% more funds holding
Funds holding: 38 → 39 (+1)
1.98% more ownership
Funds ownership: 21.75% → 23.72% (+2%)
4% more capital invested
Capital invested by funds: $22.2M → $23.2M (+$991K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
+$1.03M |
| 2 |
Capstone Investment Advisors
New York
|
+$740K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$420K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$163K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$275K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$145K |
| 3 |
SWM
Silverlake Wealth Management
Williston,
Vermont
|
-$97.6K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$81.9K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$59.3K |
GGZ Hedge Fund Activity: Q4 2024 in Review
39 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q4 2024, worth a combined $23.2M — up 4.5% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GGZ positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Gabelli & Co Investment Advisers, opening a new position worth an estimated $1.03M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $275K sold.
- 39 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q4 2024, up from 38 in Q3 2024.
- Funds reported $23.2M of Gabelli Global Small and Mid-Cap Value Trust stock for Q4 2024, up 4.5% quarter-over-quarter.
- 8 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q4 2024 and 5 closed out, a net change of +3 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q4 2024 was Gabelli & Co Investment Advisers, an estimated $1.03M added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q4 2024 was Susquehanna International Group, an estimated $275K sold.
Based on aggregated 13F filings for Q4 2024.