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Gabelli Equity Trust
GAB

Overview Fund Activity

126 hedge funds and large institutions have $171M invested in Gabelli Equity Trust in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+35
Holders Change %
+38.46%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
45
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$26.1M
2
COLIM
2
City of London Investment Management
United Kingdom
$11.3M
3
FAAS
3
First Allied Advisory Services
California
$11.7M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
RCM
5
Rivernorth Capital Management
Florida
$7.61M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.55M
2
WS
2
Wedbush Securities
California
$211K
3
HCM
3
Hollencrest Capital Management
California
$1.34M
4
AG
4
Advisor Group
Arizona
$1.27M
5
PAG
5
Private Advisor Group
New Jersey
$152K
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
76
Freedom Investment Management
Connecticut
$128K 20,659 +9,831 +91%
SI
77
Stephens Inc
Arkansas
$123K 19,849 +19,849 New
KLI
78
Kelman-Lazarov Inc
Tennessee
$118K 19,101 +2,388 +14%
Citadel Advisors
79
Citadel Advisors
Florida
$118K 19,097 +19,097 New
Bank of New York Mellon
80
Bank of New York Mellon
New York
$115K 18,592 -979 -5%
BWM
81
BerganKDV Wealth Management
Minnesota
$106K 17,090 – –
CA
82
Cornerstone Advisors
North Carolina
$104K 16,767 +16,767 New
RMDI
83
R.M. Davis Inc
Maine
$101K 16,349 +16,349 New
TWA
84
TCI Wealth Advisors
Arizona
$95K 15,382 +311 +2%
AWM
85
Aries Wealth Management
Maine
$93K 14,375 +14,375 New
FM
86
Family Management
New York
$88K 14,206 +1,776 +14%
TA
87
Tiedemann Advisors
New York
$83K 13,355 +13,355 New
DA
88
Doliver Advisors
Texas
$81K 13,126 +13,126 New
AFP
89
Ausdal Financial Partners
Iowa
$80K 13,000 +13,000 New
NFG
90
Next Financial Group
Texas
$77K 12,500 -4,906 -28%
WP
91
WealthSource Partners
California
$77K 12,408 -25 -0.2%
EAM
92
EULAV Asset Management
Florida
$74K 12,000 +12,000 New
WAM
93
Wolverine Asset Management
Illinois
$74K 12,047 +12,047 New
IFWM
94
Institute for Wealth Management
Colorado
$73K 11,833 +11,833 New
BAM
95
Bruderman Asset Management
New York
$72K 11,700 – –
SPC
96
Sigma Planning Corp
Michigan
$70K 11,323 +11,323 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$66K 10,679 – –
GFPC
98
Global Financial Private Capital
Florida
$63K 10,115 +10,115 New
BCM
99
Breiter Capital Management
Florida
$62K 10,000 +10,000 New
CA
100
Calton & Associates
Florida
$59K 9,124 +9,124 New
2 3
4
5 6