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Gabelli Equity Trust
GAB

Overview Fund Activity

186 hedge funds and large institutions have $122M invested in Gabelli Equity Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
56
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.5M
2
SFS
2
Shaker Financial Services
Virginia
$2.44M
3
LCM
3
Landscape Capital Management
New Jersey
$2.18M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M
5
WAM
5
Wolverine Asset Management
Illinois
$1.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$24.4K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.63M
4
Creative Planning
4
Creative Planning
Kansas
$2.71M
5
CAN
5
Cetera Advisor Networks
California
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$805K -$227K -44,756 -22%
PAG
27
Private Advisor Group
New Jersey
$740K +$8.15K +1,605 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$636K -$12.2K -2,400 -2%
EWM
29
Empirical Wealth Management
Washington
$636K – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$625K +$625K +123,102 New
AWS
31
Atria Wealth Solutions
New York
$602K -$65.6K -12,919 -10%
GSEP
32
Golden State Equity Partners
California
$587K +$11.3K +2,219 +2%
WS
33
Wedbush Securities
California
$584K -$63K -12,405 -10%
ASN
34
Advisory Services Network
Georgia
$580K +$1.85K +364 +0.3%
SWP
35
Stratos Wealth Partners
Ohio
$553K -$52.4K -10,308 -9%
Stifel Financial
36
Stifel Financial
Missouri
$497K -$74.3K -14,619 -13%
HCM
37
Hollencrest Capital Management
California
$485K – – –
MML Investors Services
38
MML Investors Services
Massachusetts
$483K +$49.3K +9,704 +11%
EFA
39
Evernest Financial Advisors
Indiana
$453K +$453K +89,148 New
IA
40
IFP Advisors
Florida
$449K +$192K +37,886 +75%
Truist Financial
41
Truist Financial
North Carolina
$414K +$772 +152 +0.2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$408K -$36.7K -7,227 -8%
SOS
43
Silver Oak Securities
Tennessee
$400K +$400K +78,741 New
NP
44
NorthRock Partners
Minnesota
$387K +$204K +40,189 +112%
HWA
45
HCR Wealth Advisors
California
$383K +$383K +75,353 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$380K +$84.5K +16,620 +29%
MFG
47
Magnus Financial Group
New York
$376K +$44K +8,663 +13%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$341K -$127K -24,975 -27%
VF
49
Virtu Financial
New York
$337K +$337K +66,424 New
BRWA
50
B. Riley Wealth Advisors
Florida
$330K +$68K +13,387 +26%
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