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Gabelli Equity Trust

123 hedge funds and large institutions have $61.1M invested in Gabelli Equity Trust in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
Stockman Wealth Management
Montana
$123K
SS
52
Simplicity Solutions
Minnesota
$120K +$6.45K +1,515 +6%
CWM
53
Cornerstone Wealth Management
Missouri
$110K -$17.8K -4,169 -14%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$109K +$1K +236 +0.9%
PHS
55
Pekin Hardy Strauss
Illinois
$104K +$3.91K +921 +4%
US Bancorp
56
US Bancorp
Minnesota
$103K -$2.87K -672 -3%
GWM
57
Geneos Wealth Management
Colorado
$101K -$46.7K -10,743 -32%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$99K -$26.9K -6,337 -21%
BSW
59
Buckingham Strategic Wealth
Missouri
$98K
UCFA
60
United Capital Financial Advisors
Texas
$88K -$1.16K -272 -1%
AF
61
Affiance Financial
Minnesota
$88K
TWA
62
TCI Wealth Advisors
Arizona
$88K +$50.6K +11,868 +135%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$87K
SI
64
Stephens Inc
Arkansas
$84K +$2.98K +703 +4%
MFG
65
MidWestOne Financial Group
Iowa
$83K
BIAS
66
Beacon Investment Advisory Services
New Jersey
$83K
WAS
67
WESPAC Advisors SoCal
California
$82K +$82K +18,965 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$81K +$4 +1 +0%
DE
69
Day & Ennis
Georgia
$79K
BRWA
70
B. Riley Wealth Advisors
Florida
$71K -$31.2K -7,284 -31%
NA
71
NewEdge Advisors
Louisiana
$70K
CS
72
Capital Square
Tennessee
$68K +$18K +4,253 +36%
FM
73
Family Management
New York
$62K
BCA
74
Bay Colony Advisors
Massachusetts
$60K -$7.63K -1,781 -11%
PGFC
75
Peapack-Gladstone Financial Corp
New Jersey
$59K -$43.9K -10,230 -43%