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Gabelli Equity Trust

83 hedge funds and large institutions have $105M invested in Gabelli Equity Trust in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $94.4M → $105M (+$10.9M)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0.87% more ownership

Funds ownership: 7.83%8.7% (+0.87%)

0% more funds holding

Funds holding: 8383 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
51
GFS Advisors
Texas
$130K
Bank of New York Mellon
52
Bank of New York Mellon
New York
$128K -$17.4K -2,754 -12%
EAM
53
EULAV Asset Management
Florida
$127K +$127K +20,154 New
ASN
54
Advisory Services Network
Georgia
$118K
PHS
55
Pekin Hardy Strauss
Illinois
$117K +$1.95K +310 +2%
WAM
56
Wolverine Asset Management
Illinois
$113K +$114K +18,083 New
CB
57
Commerce Bank
Missouri
$101K
Stifel Financial
58
Stifel Financial
Missouri
$96K +$95.5K +15,158 New
DA
59
Doliver Advisors
Texas
$89K -$1.17M -185,331 -93%
AF
60
Affiance Financial
Minnesota
$85K -$33.4K -5,303 -28%
CAN
61
Cetera Advisor Networks
California
$81K -$2.12K -336 -3%
FBNAT
62
FirstMerit Bank N.A. Trustee
Ohio
$78K
US Bancorp
63
US Bancorp
Minnesota
$77K +$17.9K +2,838 +30%
BAM
64
Bruderman Asset Management
New York
$76K +$76K +12,065 New
WF
65
WealthTrust Fairport
Ohio
$72K -$60.9K -9,666 -46%
CRC
66
Curi RMB Capital
Illinois
$70K +$69.5K +11,034 New
CAL
67
Capital Analysts LLC
Pennsylvania
$65K
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$47K -$163K -25,820 -77%
MFS
69
MSI Financial Services
Massachusetts
$38K +$8.13K +1,291 +27%
HNB
70
Huntington National Bank
Ohio
$30K +$30.3K +4,816 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$26K -$2.33K -370 -8%
DADC
72
D.A. Davidson & Co
Montana
$23K -$175K -27,847 -88%
TJHA
73
Thomas J. Herzfeld Advisors
Florida
$22K +$492 +78 +2%
MBT
74
Monroe Bank & Trust
Michigan
$20K
PFSC
75
Peoples Financial Services Corp
Pennsylvania
$20K