Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gabelli Divid & Income Tr (GDV)

198 + Investors. Track Smart Money conviction in GDV. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — GDV

Based on 198 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
198 hedge funds hold GDV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

90 buying65 selling
Last quarter: 90 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new GDV position: 24 → 24 → 21 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 20% medium 18% new
123 out of 198 hedge funds have held GDV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~29 new funds/quarter

20 → 24 → 24 → 21 → 29 new funds/Q
New funds entering each quarter: 24 → 24 → 21 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

66% veterans 11% 1-2yr 23% new
Entry-cohort mix of 198 holders: 131 (66%) are 2+ year veterans, 21 entered 1–2 years ago, and 46 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
19 of 198 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in GDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GDV

In 2026 Q2, 90 hedge funds were net buyers of GDV (29 opened a new position, 61 added to an existing one), while 65 reduced or exited (51 trimmed, 14 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 45% of total institutional value in GDV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 198.

Hedge Fund Ownership: GDV

How many hedge funds hold GDV — quarterly history vs. share price
Quarterly hedge fund ownership of GDV vs. share price

Market Analysis: GDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: GDV
198 + Investors

Track Smart Money conviction in GDV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 198 183 8.2%
13F Shares 27M 27M -0.98%
Total Value $762M $708M 7.57%
New Positions 29 21 +8
Increased Positions 61 58 +3
Closed Positions 14 22 -8
Reduced Positions 51 52 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GDV

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Institutional Holders (2026 Q2)

198 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GDV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GDV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saba Capital Management, L.P. 3.53% 4,679,415 $137.6M
2 GABELLI & Co INVESTMENT ADVISERS, INC. 2.68% 626,000 $18.4M
3 Bulldog Investors, LLP 1.94% 299,458 $8.8M
4 Shaker Financial Services, LLC 1.51% 164,020 $4.8M
5 Karpus Management, Inc. 1.22% 1,444,270 $42.5M
6 Smh Capital Advisors Inc 1.08% 9,399 $276K
7 Blue Bell Private Wealth Management, LLC 0.64% 173,745 $5.1M
8 PMG Family Office LLC 0.52% 19,114 $562K
9 MSH Capital Advisors LLC 0.52% 100,946 $3.0M
10 Silverlake Wealth Management LLC 0.48% 87,039 $2.6M
11 Kennedy Investment Group, INC. 0.41% 41,382 $1.2M
12 Quantedge Capital Pte Ltd 0.34% 15,341 $451K
13 Live Oak Private Wealth LLC 0.34% 91,222 $2.7M
14 Advisors Asset Management, Inc. 0.31% 684,610 $20.1M
15 Harbour Wealth Management Group, Inc. 0.29% 14,573 $428K
16 Closed-End Fund Advisors, Inc. 0.26% 8,937 $263K
17 Maltin Wealth Management, Inc. 0.21% 21,771 $640K
18 Gilliland Jeter Wealth Management LLC 0.20% 26,552 $781K
19 Z3 Capital Partners, LLC 0.20% 32,490 $955K
20 Kanen Wealth Management LLC 0.19% 26,800 $788K
21 Gables Capital Management INC. 0.18% 17,000 $500K
22 Evolve Private Wealth, LLC 0.17% 95,085 $2.8M
23 Private Wealth Partners, LLC 0.17% 79,859 $2.3M
24 Vista Investment Partners II, LLC 0.13% 11,585 $341K
25 Echo45 Advisors LLC 0.13% 8,714 $256K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Gabelli Divid & Income Tr (GDV)

What does the Smart Money Trend signal show for GDV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GDV?

Slight buying edge — 58% buying: Last quarter: 90 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GDV holders?

Elite ownership — 45% AUM from top-100 funds: 19 of 198 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in GDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GDV?

62% of holders stayed for 2+ years: 123 out of 198 hedge funds have held GDV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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