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Gabelli Equity Trust
GAB

Overview Fund Activity

83 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$46.4M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$2.09M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.48M
4
Cohen & Steers
4
Cohen & Steers
New York
$9.75M
5
Bank of America
5
Bank of America
North Carolina
$2.2M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$985K
3
IA
3
IFP Advisors
Florida
$19K
4
LPL Financial
4
LPL Financial
California
$4.88M
5
CA
5
Cornerstone Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$671K -$54.5K -10,361 -8%
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$635K – – –
WS
28
Wedbush Securities
California
$634K +$141K +26,697 +28%
JWM
29
Jacobus Wealth Management
Wisconsin
$609K -$82.8K -15,715 -12%
Creative Planning
30
Creative Planning
Kansas
$520K +$15.2K +2,888 +3%
SG Americas Securities
31
SG Americas Securities
New York
$520K +$53.2K +10,102 +11%
Citigroup
32
Citigroup
New York
$476K -$108K -20,466 -18%
Ameriprise
33
Ameriprise
Minnesota
$461K -$6.19K -1,174 -1%
NMC
34
Nine Masts Capital
Hong Kong
$456K – – –
PAG
35
Private Advisor Group
New Jersey
$439K +$189K +35,780 +75%
MFS
36
MSI Financial Services
Massachusetts
$406K +$67.1K +12,748 +20%
AIG
37
American International Group
New York
$401K -$456K -86,556 -53%
HighTower Advisors
38
HighTower Advisors
Illinois
$401K -$7.61K -1,443 -2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$337K -$21.9K -4,155 -6%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$272K -$1.11K -210 -0.4%
RJT
41
Raymond James Trust
Florida
$268K – – –
VKH
42
Virtu KCG Holdings
New York
$267K +$118K +22,325 +79%
RCM
43
Robinson Capital Management
Michigan
$250K – – –
SB
44
Suntrust Banks
Georgia
$234K -$10.8K -2,063 -4%
SWP
45
Stratos Wealth Partners
Ohio
$224K +$12.5K +2,372 +6%
OC
46
Oppenheimer & Co
New York
$192K +$32.7K +6,229 +21%
Stifel Financial
47
Stifel Financial
Missouri
$162K +$2.96K +560 +2%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$137K -$94.7K -17,962 -41%
AF
49
Affiance Financial
Minnesota
$118K – – –
EAM
50
EULAV Asset Management
Florida
$117K +$13.5K +2,572 +13%
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