Gabelli Global Small and Mid-Cap Value Trust
GGZ
42 hedge funds and large institutions have $23M invested in Gabelli Global Small and Mid-Cap Value Trust in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
8% more funds holding
Funds holding: 39 → 42 (+3)
0.04% more ownership
Funds ownership: 23.72% → 23.77% (+0.04%)
1% less capital invested
Capital invested by funds: $23.2M → $23M (-$247K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GatePass Capital
Independence,
Ohio
|
+$928K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$877K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$475K |
| 4 |
BI
Beckerman Institutional
Ocean Grove,
New Jersey
|
+$370K |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.41M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$937K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$891K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$147K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$118K |
GGZ Hedge Fund Activity: Q1 2025 in Review
42 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q1 2025, worth a combined $23M — down 1.1% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GGZ positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was GatePass Capital, adding an estimated $928K. The largest seller was Bank of America, cutting an estimated $2.41M.
- 42 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q1 2025, up from 39 in Q4 2024.
- Funds reported $23M of Gabelli Global Small and Mid-Cap Value Trust stock for Q1 2025, down 1.1% quarter-over-quarter.
- 6 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q1 2025 was GatePass Capital, an estimated $928K added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q1 2025 was Bank of America, an estimated $2.41M sold.
Based on aggregated 13F filings for Q1 2025.