Gabelli Global Small and Mid-Cap Value Trust
GGZ
42 hedge funds and large institutions have $27.6M invested in Gabelli Global Small and Mid-Cap Value Trust in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 9 closing their positions.
0.8% more ownership
Funds ownership: 23.23% → 24.03% (+0.8%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
11% less funds holding
Funds holding: 47 → 42 (-5)
26% less capital inflows, than outflows
Capital inflows: $1.08M | Capital outflows: $1.45M
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$231K |
| 2 |
LPL Financial
San Diego,
California
|
+$220K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$176K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$173K |
| 5 |
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$613K |
| 2 |
Matisse Capital
Portland,
Oregon
|
-$605K |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
-$77.2K |
| 4 |
Private Management Group
Irvine,
California
|
-$56.7K |
| 5 |
Beckerman Institutional
Ocean Grove,
New Jersey
|
-$21.3K |
GGZ Hedge Fund Activity: Q1 2026 in Review
42 of the 8,216 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q1 2026, worth a combined $27.6M — down 1.8% from $28.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of GGZ and 5 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was Raymond James Financial, adding an estimated $231K. The largest seller was Osaic Holdings, cutting an estimated $613K.
- 42 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q1 2026, down from 47 in Q4 2025.
- Funds reported $27.6M of Gabelli Global Small and Mid-Cap Value Trust stock for Q1 2026, down 1.8% quarter-over-quarter.
- 5 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q1 2026 and 9 closed out, a net change of -4 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q1 2026 was Raymond James Financial, an estimated $231K added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q1 2026 was Osaic Holdings, an estimated $613K sold.
Based on aggregated 13F filings for Q1 2026.