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Gabelli Equity Trust

129 hedge funds and large institutions have $103M invested in Gabelli Equity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$247K -$14.2K -2,125 -5%
NP
52
NorthRock Partners
Minnesota
$246K
AWA
53
AmeriServ Wealth Advisors
Pennsylvania
$205K
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$201K +$6.83K +1,023 +4%
PA
55
Pinnacle Associates
New York
$195K
Citigroup
56
Citigroup
New York
$185K -$81.3K -12,210 -31%
Barclays
57
Barclays
United Kingdom
$182K +$182K +29,589 New
QCIG
58
Quad-Cities Investment Group
Iowa
$176K +$3.6K +540 +2%
CWM
59
Cornerstone Wealth Management
Missouri
$172K
BSW
60
Buckingham Strategic Wealth
Missouri
$172K +$19.1K +2,865 +12%
PHS
61
Pekin Hardy Strauss
Illinois
$170K +$6.82K +1,023 +4%
BRWM
62
B. Riley Wealth Management
Tennessee
$164K +$32.9K +4,936 +25%
GWM
63
Geneos Wealth Management
Colorado
$163K -$26K -3,759 -14%
US Bancorp
64
US Bancorp
Minnesota
$161K
MAFM
65
Mid Atlantic Financial Management
Pennsylvania
$145K +$145K +21,813 New
LWP
66
Lumature Wealth Partners
Georgia
$138K
AF
67
Affiance Financial
Minnesota
$137K
BCA
68
Bay Colony Advisors
Massachusetts
$134K +$969 +145 +0.7%
BRWA
69
B. Riley Wealth Advisors
Florida
$132K +$32.4K +4,849 +33%
MFG
70
MidWestOne Financial Group
Iowa
$131K
BIAS
71
Beacon Investment Advisory Services
New Jersey
$130K
SI
72
Stephens Inc
Arkansas
$125K -$6.8K -1,023 -5%
SFS
73
Sowell Financial Services
Arkansas
$125K +$2.88K +406 +2%
DE
74
Day & Ennis
Georgia
$123K
SIA
75
Strategic Investment Advisors
Michigan
$120K +$120K +17,978 New