GGZ

Gabelli Global Small and Mid-Cap Value Trust

40 hedge funds and large institutions have $28.6M invested in Gabelli Global Small and Mid-Cap Value Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
1
Atlas Wealth
Ohio
$6.97M +$6.97M +613,069 New
Morgan Stanley
2
Morgan Stanley
New York
$3.78M -$106K -9,403 -3%
PMG
3
Private Management Group
California
$3.36M -$13.4K -1,189 -0.4%
Bank of America
4
Bank of America
North Carolina
$3.25M +$294K +26,056 +10%
GCIA
5
Gabelli & Co Investment Advisers
New York
$934K
UBS Group
6
UBS Group
Switzerland
$926K -$24.7K -2,191 -3%
SFS
7
Shaker Financial Services
Virginia
$926K +$42.3K +3,746 +5%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$921K +$70.6K +6,250 +8%
1WA
9
180 Wealth Advisors
Washington
$912K +$101K +8,641 +12%
SA
10
Sanctuary Advisors
Indiana
$843K +$843K +74,011 New
SI
11
Stephens Inc
Arkansas
$840K +$11.9K +1,055 +1%
Wells Fargo
12
Wells Fargo
California
$835K -$948 -84 -0.1%
CL
13
CSS LLC
Illinois
$545K
CA
14
Cornerstone Advisors
North Carolina
$518K +$127K +11,207 +32%
Osaic Holdings
15
Osaic Holdings
Arizona
$489K +$19.5K +1,727 +4%
SWM
16
Silverlake Wealth Management
Vermont
$400K +$2.79K +247 +0.7%
GI
17
GAMCO Investors
Connecticut
$357K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$313K +$304K +26,919 +3,447%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$256K -$5.06K -448 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$201K +$44.1K +3,908 +28%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$181K +$181K +16,013 New
LCM
22
Landscape Capital Management
New Jersey
$180K +$22.5K +1,991 +14%
RJA
23
Raymond James & Associates
Florida
$177K -$394K -34,898 -69%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$134K +$79 +7 +0.1%
Comerica Bank
25
Comerica Bank
Texas
$113K