GGZ

Gabelli Global Small and Mid-Cap Value Trust

41 hedge funds and large institutions have $21.9M 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, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.06M +$18.5K +1,542 +0.5%
PMG
2
Private Management Group
California
$3.41M -$76.7K -6,394 -2%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$1.27M +$45.6K +3,800 +4%
UBS Group
4
UBS Group
Switzerland
$1.2M +$61.9K +5,158 +5%
1WA
5
180 Wealth Advisors
Washington
$1.18M +$82.6K +6,881 +8%
Bank of America
6
Bank of America
North Carolina
$1.04M -$2.37M -197,171 -69%
GCIA
7
Gabelli & Co Investment Advisers
New York
$993K
MC
8
Matisse Capital
Oregon
$862K +$862K +71,849 New
Capstone Investment Advisors
9
Capstone Investment Advisors
New York
$830K +$120K +10,000 +17%
WAM
10
Wolverine Asset Management
Illinois
$818K +$466K +38,870 +133%
SI
11
Stephens Inc
Arkansas
$810K -$38.1K -3,176 -4%
Wells Fargo
12
Wells Fargo
California
$782K -$78.6K -6,551 -9%
Osaic Holdings
13
Osaic Holdings
Arizona
$766K +$125K +10,386 +19%
CL
14
CSS LLC
Illinois
$579K
GI
15
GAMCO Investors
Connecticut
$574K +$195K +16,244 +51%
Raymond James Financial
16
Raymond James Financial
Florida
$407K +$70.4K +5,864 +21%
BI
17
Beckerman Institutional
New Jersey
$364K +$364K +30,325 New
PAG
18
Private Advisor Group
New Jersey
$275K -$29.5K -2,459 -10%
SFS
19
Shaker Financial Services
Virginia
$273K -$876K -73,009 -76%
CA
20
Cornerstone Advisors
North Carolina
$254K +$176K +14,704 +227%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$192K
LPL Financial
22
LPL Financial
California
$172K +$172K +14,343 New
SWM
23
Silverlake Wealth Management
Vermont
$170K -$32.2K -2,687 -16%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$142K +$84 +7 +0.1%
LCM
25
Landscape Capital Management
New Jersey
$135K +$135K +11,229 New