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Examining Gabelli & Co's Q3 2022 vs. Q4 2022 13F Holdings - Which Companies Did They Bet On and Which Did They Drop?

Ava Hoppe | 11 May, 2023

Gabelli & Co Investment Advisers, Inc. has recently filed their 13F for Q3 and Q4 2022, revealing some noteworthy changes in their holdings. In this blog post, we'll take a closer look at Gabelli & Co's latest portfolio changes and explore the companies they've invested in and divested from.

One company that Gabelli & Co appears to be bullish on is Activision Blizzard Inc (ATVI). In Q4 2022, Gabelli & Co added 31,681 shares of the video game publishing giant, bringing their total stake to 335,719 shares, an increase of 13.7% from Q3 2022. First Horizon Corp (FHN) also received a significant increase in investment from Gabelli & Co in Q4 2022, up 25% from the previous quarter.

South Jersey Industries (SJI) is another company that Gabelli & Co has invested heavily in. In Q4 2022, they increased their stake in the utility company by a massive 87.1%. Similarly, Tegna Inc. (TGNA) saw a 30.7% increase in investment from Gabelli & Co during the same period.

One of the most significant changes in Gabelli & Co's holdings came from Store Capital Corp. (STOR). In Q4 2022, Gabelli & Co added 432,150 shares of the real estate investment trust, resulting in a massive 381.1% increase in investment. Another noteworthy addition to Gabelli & Co's portfolio in Q4 2022 was Horizon Therapeutics Plc (HZNP). They added 147,700 shares, indicating that they are bullish on the pharmaceutical company.

In terms of companies that Gabelli & Co is bearish on, Rogers Corp (ROG) saw a significant drop in investment from the investment advisers in Q4 2022. Gabelli & Co sold 29,950 shares of the materials technology company between Q3 and Q4 2022, a decrease of 69.4%. Additionally, Silicon Motion Tech (SIMO) experienced a 3.6% decrease in Gabelli & Co's holdings during the same period.

Gabelli & Co also completely divested from two companies in Q4 2022: Coupa Software Inc (COUP) and Moneygram International Inc (MGI). Conversely, Gabelli & Co initiated new positions in companies such as Yamana Gold Inc (YRI.TO) and LHC Group Inc (LHCG). Yamana Gold saw a massive increase in investment, with Gabelli & Co adding 1,912,550 shares.

In conclusion, Gabelli & Co's Q3 2022 vs. Q4 2022 13F filings reveal some significant shifts in their investment portfolio. The investment advisers appear to be optimistic about the future success of companies like Activision Blizzard Inc, First Horizon Corp, and South Jersey Industries while decreasing their positions in Rogers Corp and Silicon Motion Tech. It will be interesting to see how Gabelli & Co's portfolio evolves throughout the remainder of 2022.

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