GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

Overview Fund Activity

53 hedge funds and large institutions have $40.4M invested in Gabelli Global Small and Mid-Cap Value Trust in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$372K
2
Bank of America
Bank of America
North Carolina
+$324K
3
RJA
Raymond James & Associates
Florida
+$307K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$304K
5
LCM
Landscape Capital Management
New Jersey
+$193K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$212K
2
UBS Group
UBS Group
Switzerland
-$154K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$59.4K
4
MC
Matisse Capital
Oregon
-$58.2K
5
KAM
Knightsbridge Asset Management
California
-$46.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
– -$10K -849 Closed
AWA
52
Acorn Wealth Advisors
Michigan
– -$8K -667 Closed
IWM
53
IHT Wealth Management
Illinois
– -$4K -378 Closed
SWP
54
Stratos Wealth Partners
Ohio
– -$2K -191 Closed
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
– -$2K -138 Closed
PFBT
56
Parkside Financial Bank & Trust
Missouri
– -$1K – –
1 2
3