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Gabelli Equity Trust

122 hedge funds and large institutions have $94M invested in Gabelli Equity Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
38
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$788K -$90.9K -15,287 -10%
FAAS
27
First Allied Advisory Services
California
$752K -$46.7K -7,864 -6%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$749K +$85.2K +14,324 +13%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$588K +$502K +84,263 +580%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$587K +$124K +20,765 +27%
Creative Planning
31
Creative Planning
Kansas
$581K +$125K +21,062 +28%
SDAM
32
Shulman DeMeo Asset Management
New York
$488K -$2.1K -352 -0.4%
PAG
33
Private Advisor Group
New Jersey
$469K +$104K +17,515 +29%
Stifel Financial
34
Stifel Financial
Missouri
$427K +$2.99K +504 +0.7%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$384K +$5.3K +891 +1%
SS
36
Sunbelt Securities
Texas
$381K +$12.4K +2,088 +3%
Truist Financial
37
Truist Financial
North Carolina
$363K +$363K +61,000 New
WS
38
Wedbush Securities
California
$329K -$5.87K -986 -2%
OFG
39
OTA Financial Group
New York
$322K +$21.7K +3,641 +7%
EP
40
Eudaimonia Partners
Tennessee
$313K +$313K +52,659 New
MML Investors Services
41
MML Investors Services
Massachusetts
$287K +$11.3K +1,892 +4%
GVAG
42
Great Valley Advisor Group
Delaware
$283K +$3.38K +567 +1%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$275K +$94.5K +15,856 +52%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$272K +$40.5K +6,786 +17%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$251K
HighTower Advisors
46
HighTower Advisors
Illinois
$249K
QCIG
47
Quad-Cities Investment Group
Iowa
$248K +$5.29K +890 +2%
NWP
48
Northstar Wealth Partners
Connecticut
$247K -$397K -66,874 -62%
OC
49
Oppenheimer & Co
New York
$237K +$20.9K +3,514 +10%
CI
50
CX Institutional
Indiana
$225K