Gabelli Global Small and Mid-Cap Value Trust
GGZ
41 hedge funds and large institutions have $34.3M invested in Gabelli Global Small and Mid-Cap Value Trust in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 10
74% more capital inflows, than outflows
Capital inflows: $4.77M | Capital outflows: $2.75M
1.86% more ownership
Funds ownership: 28.17% → 30.03% (+1.9%)
0% more funds holding
Funds holding: 41 → 41 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Asset Management
Chicago,
Illinois
|
+$430K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$366K |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
+$262K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$228K |
| 5 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$164K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.04M |
| 2 |
Shaker Financial Services
Arlington,
Virginia
|
-$787K |
| 3 |
Landscape Capital Management
Englewood,
New Jersey
|
-$294K |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
-$292K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$240K |
GGZ Hedge Fund Activity: Q4 2019 in Review
41 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q4 2019, worth a combined $34.3M — up 13% from $30.2M a quarter earlier.
Fund positioning in GGZ was balanced in Q4 2019: 3 funds opened new positions, 3 closed out, 20 added to existing stakes and 10 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $430K. The largest seller was Morgan Stanley, cutting an estimated $1.04M.
- 41 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $34.3M of Gabelli Global Small and Mid-Cap Value Trust stock for Q4 2019, up 13% quarter-over-quarter.
- 3 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q4 2019 and 3 closed out, a net change of 0 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q4 2019 was Wolverine Asset Management, an estimated $430K added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q4 2019 was Morgan Stanley, an estimated $1.04M sold.
Based on aggregated 13F filings for Q4 2019.