GGZ

Gabelli Global Small and Mid-Cap Value Trust

36 hedge funds and large institutions have $23.3M invested in Gabelli Global Small and Mid-Cap Value Trust in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.05M -$452K -33,961 -10%
PMG
2
Private Management Group
California
$3.68M -$99.8K -7,491 -3%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$1.57M +$156K +11,745 +11%
1WA
4
180 Wealth Advisors
Washington
$1.4M +$84.8K +6,367 +6%
UBS Group
5
UBS Group
Switzerland
$1.33M -$6.61K -496 -0.5%
Bank of America
6
Bank of America
North Carolina
$1.18M +$17.8K +1,335 +2%
GCIA
7
Gabelli & Co Investment Advisers
New York
$1.1M
MC
8
Matisse Capital
Oregon
$957K
Capstone Investment Advisors
9
Capstone Investment Advisors
New York
$921K
WAM
10
Wolverine Asset Management
Illinois
$854K -$54.3K -4,076 -6%
SI
11
Stephens Inc
Arkansas
$840K -$58.9K -4,420 -7%
Wells Fargo
12
Wells Fargo
California
$831K -$37.3K -2,799 -4%
CL
13
CSS LLC
Illinois
$623K -$20K -1,501 -3%
GI
14
GAMCO Investors
Connecticut
$607K -$29.9K -2,244 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$599K -$147K -12,597 -20%
BI
16
Beckerman Institutional
New Jersey
$558K +$154K +11,549 +38%
Raymond James Financial
17
Raymond James Financial
Florida
$518K +$65.8K +4,940 +15%
PAG
18
Private Advisor Group
New Jersey
$321K +$15.2K +1,141 +5%
SWM
19
Silverlake Wealth Management
Vermont
$249K +$60.3K +4,524 +32%
LPL Financial
20
LPL Financial
California
$231K +$40K +3,006 +21%
Two Sigma Investments
21
Two Sigma Investments
New York
$215K +$215K +16,122 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$191K -$22.5K -1,687 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$157K -$681 -51 -0.4%
Comerica Bank
24
Comerica Bank
Texas
$147K
CA
25
Cornerstone Advisors
North Carolina
$97.4K -$185K -13,868 -65%