Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GABELLI DIVID & INCOME TR (GDV)

173 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — GDV

Based on 173 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

At the ownership peak (99% of max)

99% of all-time peak
173 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 — +7% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

79 buying69 selling
Last quarter: 79 funds bought or added vs 69 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.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 17 → 22 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 19% medium 16% new
112 out of 173 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.
📈

Growing discovery — still being found

22 → 12 → 17 → 22 → 21 new funds/Q
New funds entering each quarter: 12 → 17 → 22 → 21. A growing number of institutions are discovering GDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 10% 1-2yr 20% new
Of 173 current holders: 121 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
12 of 173 holders are among the 100 largest funds by AUM, controlling 43% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: GDV
2026 Q1 Stats Unlock in 19 days 173 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 173 174 -0.57%
13F Shares 27M 28M -6.67%
Total Value $738M $771M -4.32%
New Positions 21 22 -1
Increased Positions 58 51 +7
Closed Positions 22 14 +8
Reduced Positions 47 50 -3
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 Q1)

173 + investors

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

Top 25 institutional holders of GDV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SMH CAPITAL ADVISORS INC 0.74% 244 $244K
2 PMG Family Office LLC 0.57% 18,884 $509K
3 SILVERLAKE WEALTH MANAGEMENT LLC 0.48% 86,093 $2.3M
4 KENNEDY INVESTMENT GROUP, INC. 0.44% 41,277 $1.1M
5 Live Oak Private Wealth LLC 0.34% 91,222 $2.5M
6 Harbour Wealth Management Group, Inc. 0.29% 14,273 $384K
7 Aurora Private Wealth, Inc. 0.26% 13,142
8 Maltin Wealth Management, Inc. 0.24% 23,299 $627K
9 Gilliland Jeter Wealth Management LLC 0.21% 26,258 $707K
10 Private Wealth Partners, LLC 0.20% 94,859 $2.6M
11 EVOLVE PRIVATE WEALTH, LLC 0.15% 106,962 $2.9M
12 Stolper Co 0.15% 33,851
13 VISTA INVESTMENT PARTNERS II, LLC 0.14% 11,585 $312K
14 Echo45 Advisors LLC 0.13% 8,714 $235K
15 Cutter & CO Brokerage, Inc. 0.13% 21,912 $529K
16 Constitution Capital LLC 0.11% 8,300 $224K
17 MRA Advisory Group 0.11% 10,137 $273K
18 Quad-Cities Investment Group, LLC 0.10% 9,566 $258K
19 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.09% 16,030 $432K
20 Abel Hall, LLC 0.06% 10,560 $284K
21 Centurion Wealth Management LLC 0.06% 9,122 $246K
22 Morton Capital Management LLC/CA 0.05% 13,689 $369K
23 North Star Investment Management Corp. 0.05% 33,482 $902K
24 OPPENHEIMER & CO INC 0.05% 164,873 $4.4M
25 Waterfront Wealth Inc. 0.05% 9,415 $254K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GDV 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 GDV?

Slight buying edge — 53% buying: Last quarter: 79 funds bought or added vs 69 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 — 43% AUM from top-100 funds: 12 of 173 holders are among the 100 largest funds by AUM, controlling 43% 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?

65% of holders stayed for 2+ years: 112 out of 173 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.