Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gdl Fd (GDL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — GDL

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GDL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
30 funds currently hold this stock — 94% of the 3.0-year high of 32 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 58% buying

14 buying10 selling
Last quarter: 14 funds bought or added vs 10 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 1 → 10 → 2. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 3% medium ■ 37% new
18 out of 30 hedge funds have held GDL 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 — ~2 new funds/quarter

2 → 5 → 1 → 10 → 2 new funds/Q
New funds entering each quarter: 5 → 1 → 10 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 33% newcomers

■ 67% veterans ■ 0% 1-2yr ■ 33% new
Entry-cohort mix of 30 holders: 20 (67%) are 2+ year veterans, 0 entered 1–2 years ago, and 10 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
5 of 30 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — GDL

In 2026 Q1, 14 hedge funds were net buyers of GDL (2 opened a new position, 12 added to an existing one), while 10 reduced or exited (6 trimmed, 4 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 30.

Hedge Fund Ownership: GDL

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

Market Analysis: GDL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDL

-- --

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

Is It Too Late to Buy Gdl Fd (GDL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GDL has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
GDL
+1.7%
XLF
+8.0%

GDL outperformed XLF by -6.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
GDL
+0.2%
XLF
+4.4%

Since the filing became public, GDL outperformed XLF by -4.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: GDL
30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 32 -6.25%
13F Shares 5M 5M 2.22%
Total Value $41M $42M -1.71%
New Positions 2 10 -8
Increased Positions 12 7 +5
Closed Positions 4 4 -
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GDL

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

30 + investors

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

QUARTER:
Top 25 GDL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GABELLI & Co INVESTMENT ADVISERS, INC. 2.28% 1,846,636 $15.4M
2 Bulldog Investors, LLP 0.77% 409,748 $3.4M
3 GatePass Capital, LLC 0.21% 53,150 $443K
4 Decision Investments, Inc 0.14% 15,200 $127K
5 Closed-End Fund Advisors, Inc. 0.10% 11,368 $95K
6 Integrated Capital Management, INC. 0.08% 13,831 $115K
7 Blue Bell Private Wealth Management, LLC 0.06% 54,269 $452K
8 Matisse Capital 0.06% 16,947 $141K
9 MRP Capital Investments, LLC 0.05% 7,500 $62K
10 Css LLC/Il 0.05% 116,663 $972K
11 Gamco Investors, INC. Et Al 0.04% 441,799 $3.7M
12 Independent Advisor Alliance 0.03% 384,932 $3.2M
13 Ancora Advisors LLC 0.03% 174,626 $1.5M
14 Mark Sheptoff Financial Planning, LLC 0.01% 2,000 $17K
15 Evolve Private Wealth, LLC 0.01% 19,383 $161K
16 Kilter Group LLC 0.01% 1,603 $13K
17 Focus Partners Wealth 0.01% 572,788 $4.8M
18 McMillan Office, Inc. 0.00% 1,000 $8K
19 Creative Financial Designs Inc /Adv 0.00% 1,717 $14K
20 Highline Wealth Partners LLC 0.00% 325 $3K
21 Private Advisor Group, LLC 0.00% 14,970 $125K
22 Barrett & Company, INC. 0.00% 200 $2K
23 Morgan Stanley 0.00% 496,226 $4.1M
24 Envestnet Asset Management Inc 0.00% 93,934 $782K
25 Bank of America Corp /de/ 0.00% 168,259 $1.4M
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 — Gdl Fd (GDL)

What does the Smart Money Trend signal show for GDL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GDL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GDL?

Slight buying edge — 58% buying: Last quarter: 14 funds bought or added vs 10 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 GDL holders?

Smaller funds dominant — 16% AUM from top-100: 5 of 30 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GDL?

60% of holders stayed for 2+ years: 18 out of 30 hedge funds have held GDL 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.

Is it too late to buy Gdl Fd (GDL) following the 2026 Q1 hedge fund 13F filings?

As of today, GDL has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -4.2%. Since the quarter end (March 31, 2026), GDL has gained +1.7% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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