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Gabelli Equity Trust
GAB

Overview Fund Activity

172 hedge funds and large institutions have $111M invested in Gabelli Equity Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
51
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$3.23M
2
UBS Group
UBS Group
Switzerland
$2.78M
3
MGWM
Marks Group Wealth Management
Minnesota
$2.58M
4
WAM
Wolverine Asset Management
Illinois
$654K
5
EC
Elequin Capital
New York
$612K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$12.7M
3
Bank of America
Bank of America
North Carolina
$10.7M
4
LFG
Larson Financial Group
Missouri
$0
5
Wells Fargo
Wells Fargo
California
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$235K +$1.85K +337 +0.8%
AWM
52
Arista Wealth Management
Nevada
$231K +$231K +42,096 New
GLLW
53
Graves Light Lenhart Wealth
Virginia
$226K – – –
SF
54
Synovus Financial
Georgia
$216K – – –
SIG
55
Stonegate Investment Group
Alabama
$199K +$5.4K +985 +3%
NP
56
NorthRock Partners
Minnesota
$197K – – –
Creative Planning
57
Creative Planning
Kansas
$190K -$16.5K -3,016 -8%
SBIA
58
Sheaff Brock Investment Advisors
Indiana
$188K – – –
KPWS
59
Kestra Private Wealth Services
Texas
$188K +$581 +106 +0.3%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$188K +$79.5K +14,500 +73%
SVWAG
61
Sound View Wealth Advisors Group
Georgia
$178K +$178K +35,000 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$177K +$9.4K +1,714 +6%
LCM
63
Landscape Capital Management
New Jersey
$173K +$173K +31,580 New
PA
64
Pinnacle Associates
New York
$157K -$16.3K -2,972 -9%
QCIG
65
Quad-Cities Investment Group
Iowa
$155K +$2.39K +436 +2%
DA
66
Dash Acquisitions
California
$155K – – –
CIBC World Market
67
CIBC World Market
Ontario, Canada
$155K – – –
EH
68
Equitable Holdings
New York
$140K – – –
FZCM
69
Flynn Zito Capital Management
New York
$135K – – –
SPC
70
Sigma Planning Corp
Michigan
$132K +$3.01K +549 +2%
BSW
71
Buckingham Strategic Wealth
Missouri
$131K -$21.5K -3,927 -14%
PHS
72
Pekin Hardy Strauss
Illinois
$130K -$10.3K -1,887 -7%
BCA
73
Bay Colony Advisors
Massachusetts
$128K +$1.27K +231 +1%
PWA
74
PCG Wealth Advisors
Kansas
$127K -$95.3K -17,390 -43%
Jane Street
75
Jane Street
New York
$118K +$46.2K +8,437 +65%
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