GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

Overview Fund Activity

36 hedge funds and large institutions have $29.9M invested in Gabelli Global Small and Mid-Cap Value Trust in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APA
1
American Portfolios Advisors
New York
$661K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$227K
3
SI
3
Stephens Inc
Arkansas
$452K
4
CA
4
Cornerstone Advisors
North Carolina
$626K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.74M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$5.6M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$389K
5
PMG
5
Private Management Group
California
$2.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.21M 444,106 -1,895 -0.4%
RJA
2
Raymond James & Associates
Florida
$5.6M 400,713 -50,556 -11%
Morgan Stanley
3
Morgan Stanley
New York
$4.74M 338,825 +7,156 +2%
PMG
4
Private Management Group
California
$2.53M 180,917 -4,810 -3%
Wells Fargo
5
Wells Fargo
California
$1.9M 135,805 -2,849 -2%
UBS Group
6
UBS Group
Switzerland
$1.26M 90,106 -401 -0.4%
GCIA
7
Gabelli & Co Investment Advisers
New York
$1.21M 86,856 – –
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$1.07M 76,334 +3,854 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$728K 52,047 +3,624 +7%
APA
10
American Portfolios Advisors
New York
$661K 47,317 +22,512 +91%
CL
11
CSS LLC
Illinois
$629K 44,965 -1,000 -2%
CA
12
Cornerstone Advisors
North Carolina
$626K 44,789 +7,447 +20%
GI
13
GAMCO Investors
Connecticut
$473K 33,830 – –
SI
14
Stephens Inc
Arkansas
$452K 32,329 +7,980 +33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$389K 27,832 -16,850 -38%
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$288K 20,620 – –
1WA
17
180 Wealth Advisors
Washington
$278K 20,561 +4,125 +25%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$227K 16,275 +16,275 New
SWM
19
Silverlake Wealth Management
Vermont
$223K 15,919 +3,198 +25%
PAG
20
Private Advisor Group
New Jersey
$181K 12,965 +825 +7%
WAM
21
Wolverine Asset Management
Illinois
$78K 5,589 +5,589 New
AA
22
Ancora Advisors
Ohio
$70K 5,000 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$49K 3,558 +1,055 +42%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$39K 2,820 – –
IA
25
IFP Advisors
Florida
$15K 1,300 +1,300 New
1
2