Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gabelli Global Small & Mid C (GGZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — GGZ

Based on 39 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 GGZ 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 — 91% of 3.0Y peak

91% of all-time peak
39 funds currently hold this stock — 91% of the 3.0-year high of 43 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

14 buying20 selling
Last quarter: 20 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 8 → 8 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 26% medium ■ 15% new
23 out of 39 hedge funds have held GGZ 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 — ~6 new funds/quarter

6 → 3 → 8 → 8 → 6 new funds/Q
New funds entering each quarter: 3 → 8 → 8 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 39 holders: 27 (69%) are 2+ year veterans, 4 entered 1–2 years ago, and 8 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
7 of 39 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — GGZ

In 2026 Q1, 14 hedge funds were net buyers of GGZ (6 opened a new position, 8 added to an existing one), while 20 reduced or exited (10 trimmed, 10 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 32% of total institutional value in GGZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 39.

Hedge Fund Ownership: GGZ

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

Market Analysis: GGZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GGZ

-- --

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

Is It Too Late to Buy Gabelli Global Small & Mid C (GGZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GGZ 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 · 88d ago
GGZ
nan%
XLF
nan%

GGZ outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
GGZ
nan%
XLF
nan%

Since the filing became public, GGZ outperformed XLF by nan% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: GGZ
39 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 39 43 -9.3%
13F Shares 2M 2M -1.36%
Total Value $28M $28M -1.24%
New Positions 6 8 -2
Increased Positions 8 11 -3
Closed Positions 10 6 +4
Reduced Positions 10 10 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GGZ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

39 + investors

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

QUARTER:
Top 25 GGZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GatePass Capital, LLC 0.61% 87,000 $1.3M
2 Beckerman Institutional, LLC 0.46% 57,529 $864K
3 Blue Bell Private Wealth Management, LLC 0.34% 158,524 $2.4M
4 180 Wealth Advisors, LLC 0.20% 119,812 $1.8M
5 GABELLI & Co INVESTMENT ADVISERS, INC. 0.18% 82,711 $1.2M
6 Private Management Group Inc 0.11% 256,642 $3.9M
7 Evolve Private Wealth, LLC 0.06% 69,520 $1.0M
8 Silverlake Wealth Management LLC 0.05% 14,928 $224K
9 Css LLC/Il 0.03% 35,952 $540K
10 Stephens Inc /Ar/ 0.01% 45,235 $679K
11 Gamco Investors, INC. Et Al 0.01% 45,586 $685K
12 Nbc Securities, INC. 0.00% 2,870 $43K
13 International Assets Investment Management, LLC 0.00% 2,135 $32K
14 Capstone Investment Advisors, LLC 0.00% 69,157 $1.0M
15 Ancora Advisors LLC 0.00% 5,000 $75K
16 Osaic Holdings, INC. 0.00% 63,559 $955K
17 Private Advisor Group, LLC 0.00% 13,154 $198K
18 SOA Wealth Advisors, LLC. 0.00% 242 $4K
19 Raymond James Financial Inc 0.00% 90,267 $1.4M
20 North Star Investment Management Corp. 0.00% 450 $7K
21 Bfsg, LLC 0.00% 260 $4K
22 Fifth Third Bancorp 0.00% 11,000 $165K
23 Morgan Stanley 0.00% 304,601 $4.6M
24 Commonwealth Equity Services, LLC 0.00% 12,235 $184K
25 LPL Financial LLC 0.00% 58,803 $883K
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 Global Small & Mid C (GGZ)

What does the Smart Money Trend signal show for GGZ?

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

More sellers than buyers — 41% buying: Last quarter: 20 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GGZ holders?

Strong quality — 32% AUM from major funds: 7 of 39 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GGZ?

59% of holders stayed for 2+ years: 23 out of 39 hedge funds have held GGZ 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 Gabelli Global Small & Mid C (GGZ) following the 2026 Q1 hedge fund 13F filings?

As of today, GGZ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), GGZ has gained nan% vs nan% 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.

Full history →