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Gabelli Equity Trust

122 hedge funds and large institutions have $94M invested in Gabelli Equity Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
38
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NP
51
NorthRock Partners
Minnesota
$219K +$219K +36,788 New
GWM
52
Geneos Wealth Management
Colorado
$202K -$96.9K -16,289 -32%
AWM
53
AE Wealth Management
Kansas
$198K +$19.8K +3,313 +11%
CWM
54
Cornerstone Wealth Management
Missouri
$179K +$304 +51 +0.2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$177K +$11.6K +1,943 +7%
SWM
56
Stockman Wealth Management
Montana
$172K
SS
57
Simplicity Solutions
Minnesota
$159K
FCI
58
Financial Counselors Inc
Kansas
$152K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$151K +$31.2K +5,256 +26%
US Bancorp
60
US Bancorp
Minnesota
$147K
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$143K -$43.4K -7,279 -23%
BRWA
62
B. Riley Wealth Advisors
Florida
$142K +$1.41K +236 +1%
PHS
63
Pekin Hardy Strauss
Illinois
$140K
BSW
64
Buckingham Strategic Wealth
Missouri
$137K
UCFA
65
United Capital Financial Advisors
Texas
$125K
AF
66
Affiance Financial
Minnesota
$123K
MFG
67
MidWestOne Financial Group
Iowa
$117K
BIAS
68
Beacon Investment Advisory Services
New Jersey
$116K
SI
69
Stephens Inc
Arkansas
$114K
Bank of New York Mellon
70
Bank of New York Mellon
New York
$113K -$2.09K -351 -2%
CM
71
Churchill Management
California
$111K +$111K +18,647 New
DE
72
Day & Ennis
Georgia
$110K
NA
73
NewEdge Advisors
Louisiana
$97K
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$96K +$96K +16,177 New
BCA
75
Bay Colony Advisors
Massachusetts
$95K -$2.26K -376 -2%