GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

Overview Fund Activity

37 hedge funds and large institutions have $25.8M invested in Gabelli Global Small and Mid-Cap Value Trust in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$6.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.43M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$812K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$372K
5
SI
5
Stephens Inc
Arkansas
$772K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.11M
2
GCIA
2
Gabelli & Co Investment Advisers
New York
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Wells Fargo
4
Wells Fargo
California
$750K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AW
1
Atlas Wealth
Ohio
$6.83M 608,780 +608,780 New
Morgan Stanley
2
Morgan Stanley
New York
$4.43M 395,254 +70,830 +22%
Bank of America
3
Bank of America
North Carolina
$3.11M 277,251 -100,494 -27%
PMG
4
Private Management Group
California
$2.84M 252,808 +7,247 +3%
UBS Group
5
UBS Group
Switzerland
$1M 89,144 -3,577 -4%
RJA
6
Raymond James & Associates
Florida
$955K 85,152 +1,947 +2%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$835K 74,412 -2,061 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$812K 72,340 +40,251 +125%
SI
9
Stephens Inc
Arkansas
$772K 68,814 +14,735 +27%
Wells Fargo
10
Wells Fargo
California
$750K 66,845 -42,851 -39%
1WA
11
180 Wealth Advisors
Washington
$521K 41,921 +7,830 +23%
CL
12
CSS LLC
Illinois
$512K 45,609 +644 +1%
CA
13
Cornerstone Advisors
North Carolina
$497K 44,297 -7,634 -15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$403K 35,912 -1,106 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$372K 33,049 +29,434 +814%
GI
16
GAMCO Investors
Connecticut
$354K 31,586 -2,244 -7%
SWM
17
Silverlake Wealth Management
Vermont
$307K 27,384 +1,799 +7%
WAM
18
Wolverine Asset Management
Illinois
$262K 23,339 -492 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$142K 12,713 -292 -2%
AA
20
Ancora Advisors
Ohio
$56K 5,000 – –
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$31K 2,820 – –
IA
22
IFP Advisors
Florida
$15K 1,250 -50 -4%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$6.25K 557 – –
SPIA
24
Steward Partners Investment Advisory
New York
$6.11K 544 +544 New
NSIM
25
North Star Investment Management
Illinois
$5.05K 450 – –
1
2