GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

91 hedge funds and large institutions have $98.8M invested in Gabelli Equity Trust in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$1.5M
2
AAM
2
Advisors Asset Management
Colorado
$2.08M
3
PC
3
Pecaut & Co
Iowa
$1.27M
4
BC
4
Brinker Capital
Pennsylvania
$1.09M
5
Wells Fargo
5
Wells Fargo
California
$2.88M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$17.5M
2
CCP
2
Clough Capital Partners
Massachusetts
$216K
3
SFS
3
Shaker Financial Services
Virginia
$0
4
1CP
4
1607 Capital Partners
Virginia
$0
5
GC
5
Guggenheim Capital
Illinois
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$144K 24,388 – –
PHS
52
Pekin Hardy Strauss
Illinois
$137K 23,030 +50 +0.2%
CRC
53
Curi RMB Capital
Illinois
$123K 20,653 -31,459 -60%
ASN
54
Advisory Services Network
Georgia
$123K 20,560 +20,560 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$117K 19,571 -1 -0%
NFG
56
Next Financial Group
Texas
$108K 17,606 -3,551 -17%
GWM
57
Geneos Wealth Management
Colorado
$107K 17,979 -240 -1%
SWM
58
Stockman Wealth Management
Montana
$107K 18,000 – –
TWA
59
TCI Wealth Advisors
Arizona
$105K 17,610 -4,860 -22%
BWM
60
BerganKDV Wealth Management
Minnesota
$102K 17,090 – –
ICOA
61
Investment Centers of America
North Dakota
$99K 16,572 +16,572 New
GCP
62
GSA Capital Partners
United Kingdom
$99K 16,666 +16,666 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$94K 15,706 -2,994 -16%
Northern Trust
64
Northern Trust
Illinois
$87K 14,534 +14,534 New
FSCM
65
Front Street Capital Management
Montana
$86K 14,468 – –
WP
66
WealthSource Partners
California
$75K 12,512 – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$75K 12,504 +3,927 +46%
FM
68
Family Management
New York
$74K 12,430 – –
BAM
69
Bruderman Asset Management
New York
$70K 11,700 – –
CWM
70
Concert Wealth Management
California
$67K 11,806 – –
TDC
71
Thompson Davis & Co
Virginia
$63K 10,500 +10,500 New
CPA
72
Clear Perspective Advisors
Illinois
$53K 8,801 – –
First Manhattan
73
First Manhattan
New York
$42K 7,116 – –
US Bancorp
74
US Bancorp
Minnesota
$38K 6,376 -4,800 -43%
GBBWRPM
75
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K 5,390 +5,390 New
1 2
3
4 5