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Gabelli Equity Trust

124 hedge funds and large institutions have $61.2M invested in Gabelli Equity Trust in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 122124 (+2)

0.49% less ownership

Funds ownership: 6.16%5.68% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

35% less capital invested

Capital invested by funds: $94M → $61.2M (-$32.8M)

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
34
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$125K +$162K +29,481 New
SWM
52
Stockman Wealth Management
Montana
$123K
SS
53
Simplicity Solutions
Minnesota
$120K +$8.34K +1,515 +6%
CWM
54
Cornerstone Wealth Management
Missouri
$110K -$23K -4,169 -14%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$109K +$1.3K +236 +0.9%
PHS
56
Pekin Hardy Strauss
Illinois
$104K +$5.07K +921 +4%
US Bancorp
57
US Bancorp
Minnesota
$103K -$3.7K -672 -3%
GWM
58
Geneos Wealth Management
Colorado
$101K -$59.2K -10,743 -32%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$99K -$34.9K -6,337 -21%
BSW
60
Buckingham Strategic Wealth
Missouri
$98K
UCFA
61
United Capital Financial Advisors
Texas
$88K -$1.5K -272 -1%
AF
62
Affiance Financial
Minnesota
$88K
TWA
63
TCI Wealth Advisors
Arizona
$88K +$65.4K +11,868 +135%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$87K
SI
65
Stephens Inc
Arkansas
$84K +$3.87K +703 +4%
BIAS
66
Beacon Investment Advisory Services
New Jersey
$83K
MFG
67
MidWestOne Financial Group
Iowa
$83K
WAS
68
WESPAC Advisors SoCal
California
$82K +$104K +18,965 New
Bank of New York Mellon
69
Bank of New York Mellon
New York
$81K +$6 +1 +0%
DE
70
Day & Ennis
Georgia
$79K
BRWA
71
B. Riley Wealth Advisors
Florida
$71K -$40.1K -7,284 -31%
NA
72
NewEdge Advisors
Louisiana
$70K
CS
73
Capital Square
Tennessee
$68K +$23.4K +4,253 +36%
FM
74
Family Management
New York
$62K
BCA
75
Bay Colony Advisors
Massachusetts
$60K -$9.81K -1,781 -11%