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Gabelli Equity Trust
GAB

Overview Fund Activity

71 hedge funds and large institutions have $99.3M invested in Gabelli Equity Trust in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
27
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$32.7M
2
CCP
2
Clough Capital Partners
Massachusetts
$3.46M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$609K
4
SFS
4
Shaker Financial Services
Virginia
$2.9M
5
FAAS
5
First Allied Advisory Services
California
$6.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.07M
2
RJA
2
Raymond James & Associates
Florida
$691K
3
CA
3
Cornerstone Advisors
North Carolina
$2.89M
4
YCM
4
Yakira Capital Management
Connecticut
$2.43M
5
LPL Financial
5
LPL Financial
California
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$609K 116,663 +116,663 New
Creative Planning
27
Creative Planning
Kansas
$490K 93,935 +22,842 +32%
NMC
28
Nine Masts Capital
Hong Kong
$440K 84,000 – –
Ameriprise
29
Ameriprise
Minnesota
$420K 80,366 -10,793 -12%
HighTower Advisors
30
HighTower Advisors
Illinois
$400K 76,402 +15,951 +26%
WS
31
Wedbush Securities
California
$374K 71,723 +2,687 +4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$345K 66,076 +4,029 +6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$299K 57,223 -1,364 -2%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$298K 57,046 +41,829 +275%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$283K 54,308 +628 +1%
RJT
36
Raymond James Trust
Florida
$267K 51,171 – –
SB
37
Suntrust Banks
Georgia
$239K 45,988 +70 +0.2%
AWA
38
AmeriServ Wealth Advisors
Pennsylvania
$234K 44,808 -4,436 -9%
SC
39
Scotia Capital
Ontario, Canada
$210K 40,162 +40,162 New
SWP
40
Stratos Wealth Partners
Ohio
$203K 38,910 +14,600 +60%
PAG
41
Private Advisor Group
New Jersey
$181K 34,633 -461 -1%
OC
42
Oppenheimer & Co
New York
$178K 34,184 +2,776 +9%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$175K 33,520 +13,948 +71%
NFG
44
Next Financial Group
Texas
$161K 30,986 -1,200 -4%
Stifel Financial
45
Stifel Financial
Missouri
$152K 29,205 – –
Citigroup
46
Citigroup
New York
$135K 25,696 +1,252 +5%
EAM
47
EULAV Asset Management
Florida
$123K 23,595 +1,160 +5%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$121K 23,228 -1,614 -6%
PHS
49
Pekin Hardy Strauss
Illinois
$94K 17,980 – –
ASN
50
Advisory Services Network
Georgia
$94K 18,010 – –
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