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Gabelli Equity Trust

122 hedge funds and large institutions have $95.5M invested in Gabelli Equity Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
51
TCI Wealth Advisors
Arizona
$203K +$4.89K +815 +2%
BAM
52
Bruderman Asset Management
New York
$190K +$2.82K +467 +2%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$188K
SWM
54
Stockman Wealth Management
Montana
$174K -$144K
US Bancorp
55
US Bancorp
Minnesota
$158K
FCI
56
Financial Counselors Inc
Kansas
$153K
PHS
57
Pekin Hardy Strauss
Illinois
$142K -$5.55K -921 -4%
Citadel Advisors
58
Citadel Advisors
Florida
$134K +$134K +22,327 New
CWM
59
Cornerstone Wealth Management
Missouri
$128K
SI
60
Stephens Inc
Arkansas
$126K
UCFA
61
United Capital Financial Advisors
Texas
$126K +$1.64K +272 +1%
AF
62
Affiance Financial
Minnesota
$124K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$121K +$1.51K +249 +1%
AL
64
Aspiriant LLC
California
$117K
BIAS
65
Beacon Investment Advisory Services
New Jersey
$117K -$97K
Bank of New York Mellon
66
Bank of New York Mellon
New York
$114K
DE
67
Day & Ennis
Georgia
$111K +$111K +18,465 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$106K +$106K +17,604 New
AWA
69
AmeriServ Wealth Advisors
Pennsylvania
$105K +$12.4K +2,046 +13%
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$101K +$16.8K +2,804 +20%
SPC
71
Sigma Planning Corp
Michigan
$96K
GFPC
72
Global Financial Private Capital
Florida
$90K
AWM
73
Aries Wealth Management
Maine
$88K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$87K -$32.5K -4,797 -27%
WP
75
WMS Partners
Maryland
$87K