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Gabelli Equity Trust
GAB

Overview Fund Activity

141 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
44
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
BerganKDV Wealth Management
Minnesota
$5.05M
2
SFS
2
Shaker Financial Services
Virginia
$1.99M
3
Barclays
3
Barclays
United Kingdom
$2M
4
COLIM
4
City of London Investment Management
United Kingdom
$1.44M
5
PTP
5
Platform Technology Partners
New York
$1.1M

Top Sellers

1
SDAM
1
Shulman DeMeo Asset Management
New York
$0
2
CWM
2
Connecticut Wealth Management
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AIC
4
Ameritas Investment Company
Nebraska
$353K
5
EP
5
Eudaimonia Partners
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.05M 152,743 +1,411 +0.9%
TA
27
Tiedemann Advisors
New York
$996K 144,435 – –
HCM
28
Hollencrest Capital Management
California
$888K 128,733 – –
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$857K 124,176 +3,837 +3%
Northern Trust
30
Northern Trust
Illinois
$787K 114,000 +114,000 New
SPIA
31
Steward Partners Investment Advisory
New York
$651K 94,277 +7,594 +9%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$635K 91,985 +13,664 +17%
ASN
33
Advisory Services Network
Georgia
$595K 86,177 -321 -0.4%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$582K 84,285 -4,095 -5%
Stifel Financial
35
Stifel Financial
Missouri
$580K 84,006 -2,486 -3%
Cohen & Steers
36
Cohen & Steers
New York
$535K 77,547 +77,547 New
AWM
37
Accel Wealth Management
Iowa
$522K 75,713 +75,713 New
Truist Financial
38
Truist Financial
North Carolina
$455K 66,008 +1,977 +3%
Creative Planning
39
Creative Planning
Kansas
$431K 62,519 +7,678 +14%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$380K 55,073 +13 +0%
KAS
41
Kestra Advisory Services
Texas
$367K 53,160 +5,623 +12%
AIC
42
Ameritas Investment Company
Nebraska
$353K 20,000 -19,593 -49%
GVAG
43
Great Valley Advisor Group
Delaware
$347K 50,919 – –
LFF
44
Level Four Financial
Texas
$345K 49,994 +147 +0.3%
PAG
45
Private Advisor Group
New Jersey
$344K 49,873 +1,473 +3%
WS
46
Wedbush Securities
California
$327K 47,454 -985 -2%
OC
47
Oppenheimer & Co
New York
$313K 45,405 +886 +2%
MML Investors Services
48
MML Investors Services
Massachusetts
$293K 42,462 -65 -0.2%
GLLW
49
Graves Light Lenhart Wealth
Virginia
$284K 41,224 – –
GC
50
Guggenheim Capital
Illinois
$280K 40,534 +40,534 New
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