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Gabelli Equity Trust
GAB

Overview Fund Activity

120 hedge funds and large institutions have $148M invested in Gabelli Equity Trust in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
34
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$5.1M
2
1CP
1607 Capital Partners
Virginia
$3.88M
3
KIM
Karpus Investment Management
New York
$29.5M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$2.55M
5
PTC
Philadelphia Trust Company
Pennsylvania
$4.03M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$2.84M
2
Wells Fargo
Wells Fargo
California
$3.96M
3
RCM
Rivernorth Capital Management
Florida
$1.07M
4
OFG
OTA Financial Group
New York
$0
5
WAM
Weiss Asset Management
Massachusetts
$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
26
Clough Capital Partners
Massachusetts
$1.15M -$706K -118,054 -38%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.11M -$4.59K -767 -0.4%
RCM
28
Rivernorth Capital Management
Florida
$1.07M -$6.46M -1,080,169 -86%
UBS Group
29
UBS Group
Switzerland
$981K +$68.8K +11,501 +8%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$963K -$184K -30,690 -16%
CL
31
CSS LLC
Illinois
$853K -$12.2K -2,046 -1%
Stifel Financial
32
Stifel Financial
Missouri
$778K +$324K +54,534 +71%
Ameriprise
33
Ameriprise
Minnesota
$747K +$163K +27,170 +28%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$715K +$65.1K +10,885 +10%
ASN
35
Advisory Services Network
Georgia
$712K -$211K -35,205 -23%
SC
36
Scotia Capital
Ontario, Canada
$670K +$138K +23,029 +26%
Citigroup
37
Citigroup
New York
$632K -$54K -9,025 -8%
OPWM
38
Oak Point Wealth Management
Michigan
$535K +$535K +90,688 New
MML Investors Services
39
MML Investors Services
Massachusetts
$479K -$229K -38,252 -32%
NWP
40
Northstar Wealth Partners
Connecticut
$466K +$466K +78,022 New
IA
41
IFP Advisors
Florida
$451K – – –
SB
42
Suntrust Banks
Georgia
$447K +$20.7K +3,760 +5%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$417K +$9.45K +1,583 +2%
RJT
44
Raymond James Trust
Florida
$386K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$381K – – –
FNBT
46
FineMark National Bank & Trust
Florida
$355K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$324K -$111K -18,604 -26%
WAM
48
Weiss Asset Management
Massachusetts
$323K -$5.14M -857,436 -94%
QCIG
49
Quad-Cities Investment Group
Iowa
$305K +$305K +51,164 New
GWM
50
Geneos Wealth Management
Colorado
$291K +$4.04K +678 +1%
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