Gabelli Global Small and Mid-Cap Value Trust
GGZ
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.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
46% more capital invested
Capital invested by funds: $17.7M → $25.8M (+$8.13M)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
6% more funds holding
Funds holding: 35 → 37 (+2)
4.94% more ownership
Funds ownership: 20.86% → 25.8% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$772K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$439K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$321K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$161K |
| 5 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
+$85.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.1M |
| 2 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
-$828K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$504K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$467K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$151K |
GGZ Hedge Fund Activity: Q4 2022 in Review
37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q4 2022, worth a combined $25.8M — up 46% from $17.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GGZ positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $772K. The largest seller was Bank of America, cutting an estimated $1.1M.
- 37 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q4 2022, up from 35 in Q3 2022.
- Funds reported $25.8M of Gabelli Global Small and Mid-Cap Value Trust stock for Q4 2022, up 46% quarter-over-quarter.
- 6 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q4 2022 and 3 closed out, a net change of +3 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q4 2022 was Morgan Stanley, an estimated $772K added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q4 2022 was Bank of America, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2022.