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Gabelli Equity Trust

155 hedge funds and large institutions have $107M invested in Gabelli Equity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-17
Holders Change %
-9.88%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
58
Reduced
28
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$237K
SF
52
Synovus Financial
Georgia
$227K
SIG
53
Stonegate Investment Group
Alabama
$215K +$5.87K +1,022 +3%
NP
54
NorthRock Partners
Minnesota
$207K
Creative Planning
55
Creative Planning
Kansas
$205K +$6.02K +1,048 +3%
NA
56
NewEdge Advisors
Louisiana
$204K -$1.97K -351 -1%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$197K
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$189K +$73.9K +12,870 +64%
KAS
59
Kestra Advisory Services
Texas
$187K -$58.6K -10,213 -24%
KPWS
60
Kestra Private Wealth Services
Texas
$187K -$10.1K -1,761 -5%
UCFA
61
United Capital Financial Advisors
Texas
$181K +$181K +31,499 New
EH
62
Equitable Holdings
New York
$176K +$28.7K +5,000 +20%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$175K +$12.9K +2,262 +8%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$173K -$24.1K -4,200 -12%
BCM
65
Brookstone Capital Management
Illinois
$168K -$379K -66,244 -69%
PA
66
Pinnacle Associates
New York
$164K
DA
67
Dash Acquisitions
California
$162K
PHS
68
Pekin Hardy Strauss
Illinois
$156K +$20.1K +3,500 +15%
QCIG
69
Quad-Cities Investment Group
Iowa
$148K -$14.5K -2,520 -9%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$142K +$24.8K +4,320 +21%
SPC
71
Sigma Planning Corp
Michigan
$140K +$2.23K +388 +2%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$134K +$35.3K +6,150 +36%
BCA
73
Bay Colony Advisors
Massachusetts
$133K +$1.17K +208 +0.9%
PWA
74
PCG Wealth Advisors
Kansas
$133K
BSW
75
Buckingham Strategic Wealth
Missouri
$131K