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Gabelli Equity Trust
GAB

Overview Fund Activity

120 hedge funds and large institutions have $148M invested in Gabelli Equity Trust in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
34
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.1M
2
1CP
2
1607 Capital Partners
Virginia
$3.88M
3
KIM
3
Karpus Investment Management
New York
$29.5M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$2.55M
5
PTC
5
Philadelphia Trust Company
Pennsylvania
$4.03M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$2.84M
2
Wells Fargo
2
Wells Fargo
California
$3.96M
3
RCM
3
Rivernorth Capital Management
Florida
$1.07M
4
OFG
4
OTA Financial Group
New York
$0
5
WAM
5
Weiss Asset Management
Massachusetts
$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Aries Wealth Management
Maine
$88K – – –
FM
77
Family Management
New York
$87K – – –
TA
78
Tiedemann Advisors
New York
$82K – – –
AFP
79
Ausdal Financial Partners
Iowa
$80K – – –
EAM
80
EULAV Asset Management
Florida
$80K +$6.15K +1,023 +8%
PAG
81
Private Advisor Group
New Jersey
$77K -$70.4K -11,723 -48%
NFG
82
Next Financial Group
Texas
$77K – – –
BAM
83
Bruderman Asset Management
New York
$72K – – –
RMDI
84
R.M. Davis Inc
Maine
$66K -$34.5K -5,738 -34%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$65K – – –
SMC
86
Smith, Moore & Co
Missouri
$65K +$65K +10,844 New
SPC
87
Sigma Planning Corp
Michigan
$64K -$5.52K -920 -8%
AWA
88
AmeriServ Wealth Advisors
Pennsylvania
$64K +$64K +10,639 New
BCM
89
Breiter Capital Management
Florida
$61K – – –
CAMG
90
CWA Asset Management Group
Florida
$61K +$61K +10,230 New
CPA
91
Clear Perspective Advisors
Illinois
$54K +$48.7K +8,123 +923%
IWM
92
IHT Wealth Management
Illinois
$46K – – –
HR
93
Howe & Rusling
New York
$41K – – –
RCAG
94
Rehmann Capital Advisory Group
Michigan
$34K +$34K +5,722 New
GBBWRPM
95
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K +$33K +5,514 New
IP
96
Isthmus Partners
Wisconsin
$32K – – –
TJHA
97
Thomas J. Herzfeld Advisors
Florida
$29K +$691 +114 +2%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$28K – – –
RFC
99
Regions Financial Corp
Alabama
$27K -$162K -26,657 -86%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
2 3
4
5 6