GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

170 hedge funds and large institutions have $146M invested in Gabelli Equity Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
57
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.9M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$876K
3
MGWM
3
Marks Group Wealth Management
Minnesota
$2.53M
4
Wells Fargo
4
Wells Fargo
California
$6.57M
5
AAM
5
Advisors Asset Management
Colorado
$1.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
HHGC
2
Hunting Hill Global Capital
New York
$0
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
YCM
4
Yakira Capital Management
Connecticut
$0
5
SFS
5
Shaker Financial Services
Virginia
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
TA
26
Tiedemann Advisors
New York
$942K 131,080 – –
PC
27
Pecaut & Co
Iowa
$941K 130,945 -7,229 -5%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$876K 121,773 +121,773 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$857K 124,176 -10,743 -8%
Stifel Financial
30
Stifel Financial
Missouri
$833K 115,912 +18,674 +19%
ASN
31
Advisory Services Network
Georgia
$723K 100,602 +3,805 +4%
HCM
32
Hollencrest Capital Management
California
$687K 95,533 -33,200 -26%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$670K 93,237 +225 +0.2%
SWM
34
Spire Wealth Management
Virginia
$653K 90,823 +71,116 +361%
Northern Trust
35
Northern Trust
Illinois
$614K 85,394 +44,135 +107%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$583K 81,019 -18,318 -18%
BRWM
37
B. Riley Wealth Management
Tennessee
$549K 76,369 +5,692 +8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$548K 76,172 +32,678 +75%
GC
39
Guggenheim Capital
Illinois
$492K 68,430 -3,058 -4%
LWM
40
Laidlaw Wealth Management
New York
$492K 68,466 +68,466 New
Truist Financial
41
Truist Financial
North Carolina
$488K 67,854 +5,975 +10%
EFA
42
Evernest Financial Advisors
Indiana
$471K 89,545 +89,545 New
Creative Planning
43
Creative Planning
Kansas
$443K 61,670 +10,636 +21%
SFS
44
Shaker Financial Services
Virginia
$439K 61,098 -160,711 -72%
PTP
45
Platform Technology Partners
New York
$434K 60,350 +464 +0.8%
SDAM
46
Shulman DeMeo Asset Management
New York
$433K 60,226 -8,210 -12%
LFAS
47
Level Four Advisory Services
Texas
$404K 56,120 +56,120 New
WS
48
Wedbush Securities
California
$401K 55,771 +3,643 +7%
KAS
49
Kestra Advisory Services
Texas
$386K 53,733 -10,573 -16%
AAS
50
Ameritas Advisory Services
Nebraska
$367K 50,994 +50,994 New
1
2
3 4 5