Gabelli Global Small and Mid-Cap Value Trust
GGZ
38 hedge funds and large institutions have $27.8M invested in Gabelli Global Small and Mid-Cap Value Trust in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
29% more capital invested
Capital invested by funds: $21.6M → $27.8M (+$6.23M)
6% more funds holding
Funds holding: 36 → 38 (+2)
0.13% more ownership
Funds ownership: 22.88% → 23.01% (+0.13%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$486K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$374K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$352K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$272K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$852K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$380K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$189K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$181K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$147K |
GGZ Hedge Fund Activity: Q4 2020 in Review
38 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q4 2020, worth a combined $27.8M — up 29% from $21.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GGZ positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $486K. The largest seller was Royal Bank of Canada, cutting an estimated $852K.
- 38 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q4 2020, up from 36 in Q3 2020.
- Funds reported $27.8M of Gabelli Global Small and Mid-Cap Value Trust stock for Q4 2020, up 29% quarter-over-quarter.
- 8 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q4 2020 and 6 closed out, a net change of +2 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q4 2020 was Morgan Stanley, an estimated $486K added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q4 2020 was Royal Bank of Canada, an estimated $852K sold.
Based on aggregated 13F filings for Q4 2020.