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Gabelli Equity Trust

158 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
51
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EH
51
Equitable Holdings
New York
$248K 42,746 +12,146 +40%
GLLW
52
Graves Light Lenhart Wealth
Virginia
$239K 41,224
VF
53
Virtu Financial
New York
$239K 41,271 +41,271 New
NA
54
NewEdge Advisors
Louisiana
$229K 39,486 +3,100 +9%
SF
55
Synovus Financial
Georgia
$229K 39,468
SIG
56
Stonegate Investment Group
Alabama
$223K 38,441 +1,037 +3%
Creative Planning
57
Creative Planning
Kansas
$221K 38,134 +2,356 +7%
NP
58
NorthRock Partners
Minnesota
$209K 36,000
SI
59
Stephens Inc
Arkansas
$204K 35,103 +18,130 +107%
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$199K 34,380
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$192K 33,169 +260 +0.8%
KAS
62
Kestra Advisory Services
Texas
$189K 32,668 +61 +0.2%
IA
63
IFG Advisory
Georgia
$183K 31,486 +31,486 New
KPWS
64
Kestra Private Wealth Services
Texas
$182K 31,422 -1,134 -3%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$179K 30,800 +737 +2%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$177K 30,569
TWC
67
TD Waterhouse Canada
Ontario, Canada
$173K 29,446 +18,796 +176%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$166K 28,655 +5,327 +23%
PA
69
Pinnacle Associates
New York
$166K 28,642
Neuberger Berman Group
70
Neuberger Berman Group
New York
$162K 27,905 +27,905 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$160K 27,556 +23,556 +589%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$159K 27,411 +20,838 +317%
PHS
73
Pekin Hardy Strauss
Illinois
$158K 27,228
Goldman Sachs
74
Goldman Sachs
New York
$154K 26,496 +26,496 New
Citadel Advisors
75
Citadel Advisors
Florida
$150K 25,943 +13,412 +107%