GGZ

Gabelli Global Small and Mid-Cap Value Trust

38 hedge funds and large institutions have $21.5M invested in Gabelli Global Small and Mid-Cap Value Trust in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.13M 343,856 -355,298 -51%
PMG
2
Private Management Group
California
$3.59M 298,542 +1,984 +0.7%
Bank of America
3
Bank of America
North Carolina
$3.15M 262,117 -42,966 -14%
UBS Group
4
UBS Group
Switzerland
$1.01M 84,195 -1,807 -2%
GCIA
5
Gabelli & Co Investment Advisers
New York
$994K 82,711
SFS
6
Shaker Financial Services
Virginia
$941K 78,248 +64,586 +473%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$906K 75,336 +2,077 +3%
Wells Fargo
8
Wells Fargo
California
$890K 74,069 -649 -0.9%
SI
9
Stephens Inc
Arkansas
$881K 73,315 -5,955 -8%
1WA
10
180 Wealth Advisors
Washington
$838K 69,699 +11,016 +19%
RJA
11
Raymond James & Associates
Florida
$607K 50,532 -27,900 -36%
CL
12
CSS LLC
Illinois
$580K 48,242 +638 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$499K 41,550 +14,454 +53%
SWM
14
Silverlake Wealth Management
Vermont
$423K 35,222 +903 +3%
CA
15
Cornerstone Advisors
North Carolina
$417K 34,686 -3,785 -10%
GI
16
GAMCO Investors
Connecticut
$380K 31,586
RJFSA
17
Raymond James Financial Services Advisors
Florida
$277K 23,084 -295 -1%
WAM
18
Wolverine Asset Management
Illinois
$211K 17,583 +17,583 New
LCM
19
Landscape Capital Management
New Jersey
$168K 13,958 +2,641 +23%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$167K 13,858 +792 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$143K 11,881 +939 +9%
Comerica Bank
22
Comerica Bank
Texas
$120K 10,000
AA
23
Ancora Advisors
Ohio
$60.1K 5,000
NS
24
NBC Securities
Alabama
$35K 2,967
GJWM
25
Gilliland Jeter Wealth Management
Arkansas
$12.1K 1,006 +1,006 New