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Gabelli Equity Trust
GAB

Overview Fund Activity

83 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$46.4M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$2.09M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.48M
4
Cohen & Steers
4
Cohen & Steers
New York
$9.75M
5
Bank of America
5
Bank of America
North Carolina
$2.2M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$985K
3
IA
3
IFP Advisors
Florida
$19K
4
LPL Financial
4
LPL Financial
California
$4.88M
5
CA
5
Cornerstone Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
51
TCI Wealth Advisors
Arizona
$113K +$26K +4,918 +30%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$108K +$2.45K +468 +2%
NFG
53
Next Financial Group
Texas
$107K -$76.9K -14,746 -42%
Northern Trust
54
Northern Trust
Illinois
$107K +$107K +20,409 New
ASN
55
Advisory Services Network
Georgia
$98K – – –
PHS
56
Pekin Hardy Strauss
Illinois
$98K – – –
GWM
57
Geneos Wealth Management
Colorado
$97K +$97K +18,600 New
BWM
58
BerganKDV Wealth Management
Minnesota
$93K +$93K +17,653 New
KLI
59
Kelman-Lazarov Inc
Tennessee
$88K +$88K +16,780 New
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$86K +$10.1K +1,920 +13%
CB
61
Commerce Bank
Missouri
$82K +$5.76K +1,097 +8%
CAN
62
Cetera Advisor Networks
California
$78K – – –
Fisher Asset Management
63
Fisher Asset Management
Washington
$78K +$2.12K +414 +3%
TSS
64
Two Sigma Securities
New York
$75K +$75K +14,158 New
BAM
65
Bruderman Asset Management
New York
$64K – – –
US Bancorp
66
US Bancorp
Minnesota
$48K -$5.97K -1,138 -11%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$48K +$48K +9,206 New
First Manhattan
68
First Manhattan
New York
$38K – – –
HNB
69
Huntington National Bank
Ohio
$30K – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$24K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$22K – – –
TJHA
72
Thomas J. Herzfeld Advisors
Florida
$21K +$576 +107 +3%
IA
73
IFP Advisors
Florida
$19K -$1.54M -251,946 -99%
DLHL
74
Donald L. Hagan LLC
Florida
$18K +$18K +3,454 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$17K -$2.27K -428 -12%
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