GGZ

Gabelli Global Small and Mid-Cap Value Trust

37 hedge funds and large institutions have $24.8M invested in Gabelli Global Small and Mid-Cap Value Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
1
Atlas Wealth
Ohio
$6.3M -$74.9K -7,228 -1%
Morgan Stanley
2
Morgan Stanley
New York
$3.78M -$51.8K -4,996 -1%
PMG
3
Private Management Group
California
$3.06M +$333K +32,139 +12%
Bank of America
4
Bank of America
North Carolina
$2.75M -$29.7K -2,869 -1%
RJA
5
Raymond James & Associates
Florida
$1.18M -$25.5K -2,457 -2%
UBS Group
6
UBS Group
Switzerland
$903K -$18.5K -1,784 -2%
GCIA
7
Gabelli & Co Investment Advisers
New York
$857K
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$788K +$11.8K +1,140 +2%
SI
9
Stephens Inc
Arkansas
$770K +$41.6K +4,020 +6%
Wells Fargo
10
Wells Fargo
California
$722K -$8.64K -834 -1%
1WA
11
180 Wealth Advisors
Washington
$541K +$41.1K +3,964 +8%
CL
12
CSS LLC
Illinois
$493K +$7.28K +703 +1%
SFS
13
Shaker Financial Services
Virginia
$474K +$474K +45,766 New
Osaic Holdings
14
Osaic Holdings
Arizona
$452K +$52.6K +5,077 +13%
SWM
15
Silverlake Wealth Management
Vermont
$348K +$74.7K +7,212 +27%
GI
16
GAMCO Investors
Connecticut
$327K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$242K -$93.7K -9,042 -28%
CA
18
Cornerstone Advisors
North Carolina
$216K -$29.4K -2,838 -12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$131K +$73 +7 +0.1%
Comerica Bank
20
Comerica Bank
Texas
$130K +$130K +12,573 New
AA
21
AQR Arbitrage
Connecticut
$116K +$116K +11,158 New
WAM
22
Wolverine Asset Management
Illinois
$106K +$95.6K +9,229 +939%
AA
23
Ancora Advisors
Ohio
$51.8K
NS
24
NBC Securities
Alabama
$30K +$30K +2,967 New
SPIA
25
Steward Partners Investment Advisory
New York
$26.8K +$23.9K +2,305 +820%