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Gabelli Equity Trust
GAB

Overview Fund Activity

124 hedge funds and large institutions have $89M invested in Gabelli Equity Trust in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.04M
2
WAM
2
Weiss Asset Management
Massachusetts
$410K
3
SS
3
Sunbelt Securities
Texas
$361K
4
OFG
4
OTA Financial Group
New York
$295K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.25M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.59M
2
AAM
2
Advisors Asset Management
Colorado
$2.97M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$163K
4
GI
4
GAMCO Investors
Connecticut
$4.64M
5
ECM
5
ETrade Capital Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NWP
26
Northstar Wealth Partners
Connecticut
$634K 106,068 – –
SDAM
27
Shulman DeMeo Asset Management
New York
$481K 80,408 -167 -0.2%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$455K 76,088 +14,775 +24%
Creative Planning
29
Creative Planning
Kansas
$447K 74,769 +16,487 +28%
Stifel Financial
30
Stifel Financial
Missouri
$418K 69,843 +3,285 +5%
WAM
31
Weiss Asset Management
Massachusetts
$410K 68,500 +68,500 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$372K 62,243 – –
MWPCG
33
Measured Wealth Private Client Group
New Hampshire
$368K 61,583 – –
SS
34
Sunbelt Securities
Texas
$361K 60,449 +60,449 New
PAG
35
Private Advisor Group
New Jersey
$358K 59,817 +2,531 +4%
CWP
36
Capital Wealth Planning
Florida
$332K 55,359 +10,315 +23%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$331K 55,331 -6,438 -10%
WS
38
Wedbush Securities
California
$329K 55,012 +1,681 +3%
SB
39
Suntrust Banks
Georgia
$296K 57,976 – –
OFG
40
OTA Financial Group
New York
$295K 49,355 +49,355 New
GWM
41
Geneos Wealth Management
Colorado
$291K 49,131 -125 -0.3%
MML Investors Services
42
MML Investors Services
Massachusetts
$271K 45,294 -30,960 -41%
GVAG
43
Great Valley Advisor Group
Delaware
$271K 45,827 +627 +1%
GC
44
Guggenheim Capital
Illinois
$256K 42,833 -953 -2%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$248K 41,224 – –
HighTower Advisors
46
HighTower Advisors
Illinois
$245K 41,046 -21,138 -34%
QCIG
47
Quad-Cities Investment Group
Iowa
$236K 39,921 +860 +2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$227K 37,964 +2,110 +6%
CI
49
CX Institutional
Indiana
$221K 36,912 -1,510 -4%
OC
50
Oppenheimer & Co
New York
$212K 35,430 +767 +2%
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