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Gabelli Equity Trust

87 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

23% more funds holding

Funds holding: 7187 (+16)

21% more capital invested

Capital invested by funds: $99.3M → $120M (+$20.4M)

1.69% more ownership

Funds ownership: 8.93%10.62% (+1.7%)

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
29
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
26
American International Group
New York
$838K +$184K +34,284 +27%
RJA
27
Raymond James & Associates
Florida
$771K +$70.8K +13,199 +10%
UBS Group
28
UBS Group
Switzerland
$710K -$102K -18,998 -12%
JWM
29
Jacobus Wealth Management
Wisconsin
$676K -$1.29M -240,779 -65%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$621K +$647K +120,542 New
Citigroup
31
Citigroup
New York
$571K +$453K +84,420 +319%
Creative Planning
32
Creative Planning
Kansas
$494K -$5.32K -991 -1%
WS
33
Wedbush Securities
California
$482K +$106K +19,738 +27%
Ameriprise
34
Ameriprise
Minnesota
$457K +$31.1K +5,797 +7%
SG Americas Securities
35
SG Americas Securities
New York
$457K +$476K +88,668 New
NMC
36
Nine Masts Capital
Hong Kong
$446K
HighTower Advisors
37
HighTower Advisors
Illinois
$399K -$7.14K -1,332 -2%
DA
38
Doliver Advisors
Texas
$354K +$369K +68,766 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$350K
MFS
40
MSI Financial Services
Massachusetts
$332K +$311K +57,984 +902%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$305K +$1.18K +219 +0.4%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$266K -$22.8K -4,244 -8%
RJT
43
Raymond James Trust
Florida
$262K -$10K -1,872 -4%
PAG
44
Private Advisor Group
New Jersey
$245K +$63.3K +11,803 +33%
RCM
45
Robinson Capital Management
Michigan
$244K +$255K +47,455 New
SB
46
Suntrust Banks
Georgia
$239K -$4.33K -808 -2%
AWA
47
AmeriServ Wealth Advisors
Pennsylvania
$237K -$1.38K -258 -0.6%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$226K -$79.8K -14,873 -25%
SWP
49
Stratos Wealth Partners
Ohio
$207K
SC
50
Scotia Capital
Ontario, Canada
$206K