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Gabelli Equity Trust
GAB

Overview Fund Activity

172 hedge funds and large institutions have $111M invested in Gabelli Equity Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
51
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$3.23M
2
UBS Group
UBS Group
Switzerland
$2.78M
3
MGWM
Marks Group Wealth Management
Minnesota
$2.58M
4
WAM
Wolverine Asset Management
Illinois
$654K
5
EC
Elequin Capital
New York
$612K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$12.7M
3
Bank of America
Bank of America
North Carolina
$10.7M
4
LFG
Larson Financial Group
Missouri
$0
5
Wells Fargo
Wells Fargo
California
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$654K +$654K +119,425 New
SWP
27
Stratos Wealth Partners
Ohio
$651K -$2.77K -506 -0.4%
EC
28
Elequin Capital
New York
$612K +$612K +111,703 New
PC
29
Pecaut & Co
Iowa
$547K -$68.6K -12,525 -11%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$546K -$39.8K -7,252 -7%
ASN
31
Advisory Services Network
Georgia
$525K -$4.93K -899 -0.9%
HCM
32
Hollencrest Capital Management
California
$524K – – –
BCM
33
Brookstone Capital Management
Illinois
$523K +$396K +72,470 +313%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$517K +$59.5K +10,857 +13%
MML Investors Services
35
MML Investors Services
Massachusetts
$490K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$458K +$55.6K +10,168 +14%
Truist Financial
37
Truist Financial
North Carolina
$455K +$20.4K +3,718 +5%
LFAS
38
Level Four Advisory Services
Texas
$426K +$61.3K +11,192 +17%
LWM
39
Laidlaw Wealth Management
New York
$413K +$6.58K +1,200 +2%
WS
40
Wedbush Securities
California
$404K -$43.1K -7,868 -10%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$357K +$164K +29,941 +85%
SDAM
42
Shulman DeMeo Asset Management
New York
$323K -$3.47K -634 -1%
BRWA
43
B. Riley Wealth Advisors
Florida
$315K +$60K +10,951 +23%
GVAG
44
Great Valley Advisor Group
Delaware
$312K +$5.06K +923 +2%
Ameriprise
45
Ameriprise
Minnesota
$293K -$148K -26,994 -34%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$292K +$78.5K +14,333 +37%
EP
47
Eudaimonia Partners
Tennessee
$274K – – –
AAS
48
Ameritas Advisory Services
Nebraska
$245K – – –
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$240K +$6.51K +1,187 +3%
VBCG
50
Valley Brook Capital Group
Pennsylvania
$237K +$16.4K +3,001 +7%
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