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Gabelli Equity Trust
GAB

Overview Fund Activity

122 hedge funds and large institutions have $95.5M invested in Gabelli Equity Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
32
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.1M
2
IP
Isthmus Partners
Wisconsin
+$798K
3
PTC
Philadelphia Trust Company
Pennsylvania
+$695K
4
SDAM
Shulman DeMeo Asset Management
New York
+$495K
5
ASN
Advisory Services Network
Georgia
+$468K

Top Sellers

1
FAAS
First Allied Advisory Services
California
-$6.73M
2
AAM
Advisors Asset Management
Colorado
-$1.62M
3
Cohen & Steers
Cohen & Steers
New York
-$1.08M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$667K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$460K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$746K +$51.9K +8,630 +7%
NWP
27
Northstar Wealth Partners
Connecticut
$652K – – –
CRC
28
Curi RMB Capital
Illinois
$582K +$208K +34,607 +56%
MML Investors Services
29
MML Investors Services
Massachusetts
$571K -$649 -108 -0.1%
SDAM
30
Shulman DeMeo Asset Management
New York
$495K +$495K +82,417 New
Invesco
31
Invesco
Georgia
$477K -$186K -30,849 -28%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$455K +$25K +4,159 +6%
Stifel Financial
33
Stifel Financial
Missouri
$425K -$150K -25,205 -26%
SB
34
Suntrust Banks
Georgia
$400K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$383K -$460K -76,404 -55%
HighTower Advisors
36
HighTower Advisors
Illinois
$373K -$919 -153 -0.2%
FI
37
FormulaFolio Investments
Michigan
$362K – – –
Creative Planning
38
Creative Planning
Kansas
$359K +$1.9K +316 +0.5%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$322K -$225K -37,478 -41%
GWM
40
Geneos Wealth Management
Colorado
$302K +$432 +72 +0.1%
PAG
41
Private Advisor Group
New Jersey
$300K +$190K +31,580 +172%
WS
42
Wedbush Securities
California
$299K -$94.3K -15,712 -24%
EBT
43
Enterprise Bank & Trust
Massachusetts
$298K +$298K +49,616 New
GC
44
Guggenheim Capital
Illinois
$276K -$6.62K -1,101 -2%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$254K – – –
CI
46
CX Institutional
Indiana
$242K – – –
QCIG
47
Quad-Cities Investment Group
Iowa
$236K -$51.6K -8,559 -18%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$225K +$8.77K +1,459 +4%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$214K +$55.5K +9,210 +35%
OC
50
Oppenheimer & Co
New York
$208K -$18.8K -3,143 -8%
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