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Gabelli Equity Trust

120 hedge funds and large institutions have $148M invested in Gabelli Equity Trust in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
37
Reduced
34
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$263K -$40.7K -6,805 -13%
OC
52
Oppenheimer & Co
New York
$230K -$21.7K -3,638 -9%
GC
53
Guggenheim Capital
Illinois
$227K +$63.6K +10,623 +39%
WS
54
Wedbush Securities
California
$191K -$17.5K -2,919 -8%
PGFC
55
Peapack-Gladstone Financial Corp
New Jersey
$187K
CAG
56
Crestwood Advisors Group
Massachusetts
$184K
CWM
57
Cornerstone Wealth Management
Missouri
$178K +$31.6K +5,383 +22%
SWM
58
Stockman Wealth Management
Montana
$173K -$175K -28,878 Closed
FIM
59
Freedom Investment Management
Connecticut
$165K +$38.7K +6,466 +31%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$153K -$14.7K -2,447 -9%
FCI
61
Financial Counselors Inc
Kansas
$152K
PHS
62
Pekin Hardy Strauss
Illinois
$149K
Millennium Management
63
Millennium Management
New York
$148K +$148K +24,762 New
US Bancorp
64
US Bancorp
Minnesota
$145K -$88.9K -14,842 -38%
AWM
65
AE Wealth Management
Kansas
$141K -$8.69K -1,450 -6%
YCM
66
Yakira Capital Management
Connecticut
$140K -$1.02M -171,359 -88%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$137K +$137K +22,823 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$134K -$9.73K -1,630 -7%
SI
69
Stephens Inc
Arkansas
$125K +$3.81K +638 +3%
UCFA
70
United Capital Financial Advisors
Texas
$124K -$76.3K -12,772 -38%
SS
71
Simplicity Solutions
Minnesota
$122K -$10.2K -1,705 -8%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$116K -$19.3K -3,240 -14%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$114K +$6 +1 +0%
TWA
74
TCI Wealth Advisors
Arizona
$108K +$13.8K +2,305 +15%
Citadel Advisors
75
Citadel Advisors
Florida
$103K -$13.6K -2,285 -12%