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GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

42 hedge funds and large institutions have $23M invested in Gabelli Global Small and Mid-Cap Value Trust in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

8% more funds holding

Funds holding: 39 → 42 (+3)

0.04% more ownership

Funds ownership: 23.72% → 23.77% (+0.04%)

1% less capital invested

Capital invested by funds: $23.2M → $23M (-$247K)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
GatePass Capital
Ohio
+$928K
2
MC
Matisse Capital
Oregon
+$877K
3
WAM
Wolverine Asset Management
Illinois
+$475K
4
BI
Beckerman Institutional
New Jersey
+$370K
5
GI
GAMCO Investors
Connecticut
+$198K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.41M
2
SA
Sanctuary Advisors
Indiana
-$937K
3
SFS
Shaker Financial Services
Virginia
-$891K
4
WP
WealthShield Partners
North Carolina
-$147K
5
IAA
Independent Advisor Alliance
North Carolina
-$118K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$135K +$137K +11,229 New
Comerica Bank
27
Comerica Bank
Texas
$132K – – –
AC
28
Almitas Capital
California
$130K +$132K +10,800 New
AA
29
Ancora Advisors
Ohio
$60K – – –
NS
30
NBC Securities
Alabama
$34K +$35K +2,868 +143,400%
NSIM
31
North Star Investment Management
Illinois
$5.4K – – –
BL
32
BFSG LLC
California
$3.12K – – –
AF
33
Allworth Financial
California
$1.99K – – –
HI
34
Harbour Investments
Wisconsin
$1.38K +$12 +1 +0.9%
CAL
35
Capital Advisors Ltd
Ohio
$1K – – –
NA
36
NewEdge Advisors
Louisiana
$432 – – –
SIC
37
Salem Investment Counselors
North Carolina
$300 – – –
FDW
38
Fourth Dimension Wealth
Ohio
$144 – – –
FFA
39
Farther Finance Advisors
California
$83 +$85 +7 New
SA
40
Sanctuary Advisors
Indiana
– -$937K -75,219 Closed
WP
41
WealthShield Partners
North Carolina
– -$147K -12,596 Closed
IAA
42
Independent Advisor Alliance
North Carolina
– -$118K -10,090 Closed
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
– -$83.5K -6,843 -100%
1
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GGZ Hedge Fund Activity: Q1 2025 in Review

42 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q1 2025, worth a combined $23M — down 1.1% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GGZ positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was GatePass Capital, adding an estimated $928K. The largest seller was Bank of America, cutting an estimated $2.41M.

  • 42 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q1 2025, up from 39 in Q4 2024.
  • Funds reported $23M of Gabelli Global Small and Mid-Cap Value Trust stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 6 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q1 2025 was GatePass Capital, an estimated $928K added.
  • The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q1 2025 was Bank of America, an estimated $2.41M sold.

Based on aggregated 13F filings for Q1 2025.