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Gabelli Equity Trust
GAB

Overview Fund Activity

129 hedge funds and large institutions have $103M invested in Gabelli Equity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.1M
2
Ameriprise
Ameriprise
Minnesota
$1.9M
3
SPIA
Steward Partners Investment Advisory
New York
$591K
4
Citadel Advisors
Citadel Advisors
Florida
$352K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.67M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.02M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
PAG
Private Advisor Group
New Jersey
$330K
4
LWM
Laidlaw Wealth Management
New York
$0
5
AAM
Advisors Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$591K +$591K +88,677 New
ASN
27
Advisory Services Network
Georgia
$590K -$7K -1,050 -1%
Stifel Financial
28
Stifel Financial
Missouri
$590K -$1.27K -190 -0.2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$534K +$197K +29,551 +58%
SDAM
30
Shulman DeMeo Asset Management
New York
$470K -$43.2K -6,483 -8%
Truist Financial
31
Truist Financial
North Carolina
$437K -$6.72K -1,007 -2%
CWM
32
Connecticut Wealth Management
Connecticut
$377K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$376K -$130K -19,455 -26%
Creative Planning
34
Creative Planning
Kansas
$374K -$38.4K -5,753 -9%
Citadel Advisors
35
Citadel Advisors
Florida
$352K +$352K +52,865 New
GVAG
36
Great Valley Advisor Group
Delaware
$347K +$31.6K +4,740 +10%
EP
37
Eudaimonia Partners
Tennessee
$341K – – –
LFF
38
Level Four Financial
Texas
$340K -$3.09K -463 -0.9%
PAG
39
Private Advisor Group
New Jersey
$330K -$560K -84,093 -63%
WS
40
Wedbush Securities
California
$330K +$21.8K +3,274 +7%
KAS
41
Kestra Advisory Services
Texas
$324K -$107K -16,074 -25%
OC
42
Oppenheimer & Co
New York
$304K +$6.11K +916 +2%
AWM
43
AE Wealth Management
Kansas
$299K -$107K -16,098 -26%
SWM
44
Spire Wealth Management
Virginia
$298K +$298K +44,649 New
MML Investors Services
45
MML Investors Services
Massachusetts
$290K +$7 +1 +0%
GLLW
46
Graves Light Lenhart Wealth
Virginia
$281K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$278K +$3.33K +500 +1%
AIC
48
Ameritas Investment Company
Nebraska
$270K +$270K +40,504 New
SF
49
Synovus Financial
Georgia
$269K – – –
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$268K +$5.73K +859 +2%
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