Gabelli Global Small and Mid-Cap Value Trust
GGZ
41 hedge funds and large institutions have $37.6M invested in Gabelli Global Small and Mid-Cap Value Trust in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 3 closing their positions.
36% more capital invested
Capital invested by funds: $27.6M → $37.6M (+$10.1M)
6.23% more ownership
Funds ownership: 24.03% → 30.26% (+6.2%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less funds holding
Funds holding: 42 → 41 (-1)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$8.3M |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$184K |
| 3 |
LPL Financial
San Diego,
California
|
+$176K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$155K |
| 5 |
Morgan Stanley
New York
|
+$70.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$964K |
| 2 |
GC
GatePass Capital
Independence,
Ohio
|
-$127K |
| 3 |
PMG
Private Management Group
Irvine,
California
|
-$92.1K |
| 4 |
EPW
Evolve Private Wealth
Los Angeles,
California
|
-$55K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$34.4K |
GGZ Hedge Fund Activity: Q2 2026 in Review
41 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q2 2026, worth a combined $37.6M — up 36% from $27.6M a quarter earlier.
Fund positioning in GGZ was balanced in Q2 2026: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 13 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $8.3M. The largest seller was Osaic Holdings, cutting an estimated $964K.
- 41 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q2 2026, down from 42 in Q1 2026.
- Funds reported $37.6M of Gabelli Global Small and Mid-Cap Value Trust stock for Q2 2026, up 36% quarter-over-quarter.
- 3 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q2 2026 and 3 closed out, a net change of 0 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q2 2026 was Atlas Wealth, an estimated $8.3M added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q2 2026 was Osaic Holdings, an estimated $964K sold.
Based on aggregated 13F filings for Q2 2026.