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Gabelli Equity Trust
GAB

Overview Fund Activity

114 hedge funds and large institutions have $173M invested in Gabelli Equity Trust in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$29.2M
2
Wells Fargo
2
Wells Fargo
California
$6.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
AAM
4
Advisors Asset Management
Colorado
$7.94M
5
CAN
5
Cetera Advisor Networks
California
$725K

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$661K
4
1CP
4
1607 Capital Partners
Virginia
$1.88M
5
KIM
5
Karpus Investment Management
New York
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$272K +$2.59K +422 +1%
OC
52
Oppenheimer & Co
New York
$240K +$4.07K +663 +2%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$191K – – –
AWM
54
AE Wealth Management
Kansas
$185K +$41.3K +6,769 +29%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$185K +$45.7K +7,488 +33%
FIM
56
Freedom Investment Management
Connecticut
$180K +$11.5K +1,883 +7%
SWM
57
Stockman Wealth Management
Montana
$177K -$173K – –
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$175K +$18.7K +3,063 +12%
US Bancorp
59
US Bancorp
Minnesota
$172K +$24.3K +3,973 +16%
FCI
60
Financial Counselors Inc
Kansas
$156K – – –
PHS
61
Pekin Hardy Strauss
Illinois
$150K -$2.15K -351 -1%
SI
62
Stephens Inc
Arkansas
$128K – – –
SS
63
Simplicity Solutions
Minnesota
$128K +$3.01K +492 +2%
UCFA
64
United Capital Financial Advisors
Texas
$127K – – –
AF
65
Affiance Financial
Minnesota
$126K +$126K +20,595 New
BIAS
66
Beacon Investment Advisory Services
New Jersey
$119K -$116K -19,437 Closed
Bank of New York Mellon
67
Bank of New York Mellon
New York
$116K -$6 -1 -0%
William Blair & Company
68
William Blair & Company
Illinois
$105K +$105K +17,237 New
AWM
69
Aries Wealth Management
Maine
$92K – – –
FM
70
Family Management
New York
$89K – – –
GFPC
71
Global Financial Private Capital
Florida
$88K +$88K +14,460 New
TA
72
Tiedemann Advisors
New York
$84K – – –
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$82K -$56.1K -9,117 -41%
EAM
74
EULAV Asset Management
Florida
$81K – – –
CF
75
Copperwynd Financial
Arizona
$81K +$81K +13,211 New
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3
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