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Gabelli Equity Trust

124 hedge funds and large institutions have $89M invested in Gabelli Equity Trust in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
37
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FI
51
FormulaFolio Investments
Michigan
$203K 33,956 -24,832 -42%
PGFC
52
Peapack-Gladstone Financial Corp
New Jersey
$183K 30,564
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$177K 29,600 +6,000 +25%
AWM
54
AE Wealth Management
Kansas
$175K 29,204 -20,806 -42%
CWM
55
Cornerstone Wealth Management
Missouri
$175K 29,263 +50 +0.2%
SWM
56
Stockman Wealth Management
Montana
$169K 28,229 +28,229 New
Baird Financial Group
57
Baird Financial Group
Wisconsin
$163K 27,095 -125,039 -82%
SS
58
Simplicity Solutions
Minnesota
$156K 26,068
FCI
59
Financial Counselors Inc
Kansas
$149K 24,882
US Bancorp
60
US Bancorp
Minnesota
$145K 24,260 -948 -4%
PHS
61
Pekin Hardy Strauss
Illinois
$138K 23,043
BRWA
62
B. Riley Wealth Advisors
Florida
$138K 23,074 +2,286 +11%
BSW
63
Buckingham Strategic Wealth
Missouri
$134K 22,447
Millennium Management
64
Millennium Management
New York
$131K 22,024 +22,024 New
UCFA
65
United Capital Financial Advisors
Texas
$122K 20,450 -1,409 -6%
AF
66
Affiance Financial
Minnesota
$120K 20,132
AWA
67
AmeriServ Wealth Advisors
Pennsylvania
$119K 19,900
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$118K 19,713 +140 +0.7%
BIAS
69
Beacon Investment Advisory Services
New Jersey
$114K 19,000
MFG
70
MidWestOne Financial Group
Iowa
$114K 19,142
Bank of New York Mellon
71
Bank of New York Mellon
New York
$113K 18,935 +343 +2%
SI
72
Stephens Inc
Arkansas
$112K 18,684 -300 -2%
GCP
73
GSA Capital Partners
United Kingdom
$109K 18,159 +18,159 New
DE
74
Day & Ennis
Georgia
$108K 18,050
NFG
75
Next Financial Group
Texas
$107K 17,951 +8,900 +98%