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Gabelli Equity Trust
GAB

Overview Fund Activity

121 hedge funds and large institutions have $194M invested in Gabelli Equity Trust in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.29M
2
Wells Fargo
2
Wells Fargo
California
$8.17M
3
PTC
3
Philadelphia Trust Company
Pennsylvania
$5.62M
4
LPL Financial
4
LPL Financial
California
$6.45M
5
Bank of America
5
Bank of America
North Carolina
$4.79M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$24.4M
2
CWM
2
Cornerstone Wealth Management
Missouri
$24.4M
3
Ameriprise
3
Ameriprise
Minnesota
$26.6M
4
1CP
4
1607 Capital Partners
Virginia
$0
5
FAAS
5
First Allied Advisory Services
California
$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.02M -$122K -19,282 -11%
CAN
27
Cetera Advisor Networks
California
$981K +$231K +36,459 +31%
SC
28
Scotia Capital
Ontario, Canada
$979K +$243K +38,353 +33%
CL
29
CSS LLC
Illinois
$903K – – –
Baird Financial Group
30
Baird Financial Group
Wisconsin
$885K +$35.1K +5,519 +4%
Citigroup
31
Citigroup
New York
$826K +$103K +16,302 +14%
Invesco
32
Invesco
Georgia
$732K -$6.73K -1,063 -0.9%
Stifel Financial
33
Stifel Financial
Missouri
$720K -$306 -48 -0%
NWP
34
Northstar Wealth Partners
Connecticut
$687K +$99.8K +15,755 +17%
COLIM
35
City of London Investment Management
United Kingdom
$684K – – –
ASN
36
Advisory Services Network
Georgia
$665K +$3.24K +512 +0.5%
MML Investors Services
37
MML Investors Services
Massachusetts
$588K +$291K +45,985 +98%
IA
38
IFP Advisors
Florida
$477K +$1.45K +229 +0.3%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$445K +$2.72K +429 +0.6%
DWM
40
Dakota Wealth Management
Florida
$418K +$418K +65,976 New
RJT
41
Raymond James Trust
Florida
$409K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$403K – – –
FI
43
FormulaFolio Investments
Michigan
$381K +$3.71K +586 +1%
WS
44
Wedbush Securities
California
$337K +$24.4K +3,858 +8%
GC
45
Guggenheim Capital
Illinois
$336K -$7.68K -1,211 -2%
Creative Planning
46
Creative Planning
Kansas
$325K +$44.1K +6,963 +16%
QCIG
47
Quad-Cities Investment Group
Iowa
$324K -$59.5K -9,381 -16%
GWM
48
Geneos Wealth Management
Colorado
$317K +$4.28K +677 +1%
HighTower Advisors
49
HighTower Advisors
Illinois
$308K – – –
CI
50
CX Institutional
Indiana
$254K +$212K +33,576 +509%
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