Gabelli Global Small and Mid-Cap Value Trust

GGZ

Market cap $122M

GGZ Hedge Fund Activity: Q1 2026 in Review

42 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q1 2026, worth a combined $27.6M — down 1.8% from $28.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GGZ and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Raymond James Financial, adding an estimated $231K. The largest seller was Osaic Holdings, cutting an estimated $613K.

• 42 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q1 2026, down from 47 in Q4 2025.
• Funds reported $27.6M of Gabelli Global Small and Mid-Cap Value Trust stock for Q1 2026, down 1.8% quarter-over-quarter.
• 5 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q1 2026 and 8 closed out, a net change of -3 holders.
• The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q1 2026 was Raymond James Financial, an estimated $231K added.
• The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q1 2026 was Osaic Holdings, an estimated $613K sold.

Based on aggregated 13F filings for Q1 2026.