We are live on ! Find out more
GAB icon

Gabelli Equity Trust

124 hedge funds and large institutions have $61.2M invested in Gabelli Equity Trust in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 122124 (+2)

0.49% less ownership

Funds ownership: 6.16%5.68% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

35% less capital invested

Capital invested by funds: $94M → $61.2M (-$32.8M)

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
34
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$442K -$157K -28,432 -21%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$425K -$50.4K -9,160 -9%
Stifel Financial
28
Stifel Financial
Missouri
$367K +$77.7K +14,112 +20%
Creative Planning
29
Creative Planning
Kansas
$363K -$66.7K -12,106 -12%
SDAM
30
Shulman DeMeo Asset Management
New York
$336K -$16.1K -2,928 -4%
Citigroup
31
Citigroup
New York
$323K -$756K -137,348 -64%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$279K +$108K +19,540 +42%
CWP
33
Capital Wealth Planning
Florida
$272K +$353K +64,049 New
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$266K -$199K -36,162 -37%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$254K
Truist Financial
36
Truist Financial
North Carolina
$233K -$34.9K -6,338 -10%
EP
37
Eudaimonia Partners
Tennessee
$218K -$8.31K -1,509 -3%
NWP
38
Northstar Wealth Partners
Connecticut
$211K +$45.1K +8,184 +20%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$209K +$19.6K +3,562 +8%
GVAG
40
Great Valley Advisor Group
Delaware
$204K +$5.14K +934 +2%
MML Investors Services
41
MML Investors Services
Massachusetts
$198K -$8.55K -1,552 -3%
HighTower Advisors
42
HighTower Advisors
Illinois
$193K +$16.1K +2,926 +7%
QCIG
43
Quad-Cities Investment Group
Iowa
$185K +$9.65K +1,752 +4%
GLLW
44
Graves Light Lenhart Wealth
Virginia
$179K
OC
45
Oppenheimer & Co
New York
$176K +$9.24K +1,678 +4%
WS
46
Wedbush Securities
California
$173K -$80.5K -14,619 -26%
SF
47
Synovus Financial
Georgia
$172K +$222K +40,376 New
NP
48
NorthRock Partners
Minnesota
$157K +$220 +40 +0.1%
AWM
49
AE Wealth Management
Kansas
$144K +$4.3K +780 +2%
IFG
50
Independent Financial Group
California
$129K +$167K +30,383 New