Who Owns Gabelli Global Small and Mid Cap Value Stock?
NYSE: GGZFinancial ServicesAsset ManagementUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 30.84%
- Held by insiders
- 35.69%
- Institutional holders
- 44
- Institutions 30.8%
- Insiders 35.7%
- Public and other 33.5%
Who owns Gabelli Global Small and Mid Cap Value stock?
Institutional investors own about 30.8% of Gabelli Global Small and Mid Cap Value's shares, spread across 44 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 35.69% of GGZ.
The largest institutional holders are Atlas Wealth LLC (6.86%), Morgan Stanley (4.04%) and Private Management Group, Inc. (3.28%). Together, the top 10 institutions control 23.4% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their GGZ positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of GGZ
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Atlas Wealth LLC | 523.75K | 6.86% | +100.0% |
| Morgan Stanley | 309.05K | 4.04% | +1.5% |
| Private Management Group, Inc. | 250.83K | 3.28% | -2.3% |
| Blue Bell Private Wealth Management, LLC | 170.12K | 2.23% | +7.3% |
| 180 Wealth Advisors, LLC | 118.92K | 1.56% | -0.8% |
| Raymond James Financial, Inc. | 88.09K | 1.15% | -2.4% |
| Bank of America Corporation | 86.41K | 1.13% | +1.3% |
| Gabelli & Co. Investment Advisers, Inc. | 82.71K | 1.08% | 0.0% |
| Gatepass Capital, LLC | 79.00K | 1.03% | -9.2% |
| UBS Group AG | 78.17K | 1.02% | -0.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of GGZ
| Fund | Shares | % Held |
|---|---|---|
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 897 | 0.01% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 320 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Gabelli Global Small and Mid Cap Value?
Atlas Wealth LLC is the largest institutional shareholder of GGZ, owning 6.86% of shares outstanding (523.75K shares) as of its latest 13F filing.
What percentage of Gabelli Global Small and Mid Cap Value is owned by institutions?
Institutions own about 30.8% of GGZ shares and 48.0% of the public float.
How much of Gabelli Global Small and Mid Cap Value do insiders own?
Insiders, such as officers and directors, own about 35.69% of GGZ shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.