GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

114 hedge funds and large institutions have $173M invested in Gabelli Equity Trust in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$29.2M
2
Wells Fargo
2
Wells Fargo
California
$6.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
AAM
4
Advisors Asset Management
Colorado
$7.94M
5
CAN
5
Cetera Advisor Networks
California
$725K

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$661K
4
1CP
4
1607 Capital Partners
Virginia
$1.88M
5
KIM
5
Karpus Investment Management
New York
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$74K -$31.5K -5,151 -30%
BAM
77
Bruderman Asset Management
New York
$73K – – –
NFG
78
Next Financial Group
Texas
$72K -$6.26K -1,023 -8%
SMC
79
Smith, Moore & Co
Missouri
$70K +$3.75K +614 +6%
RMDI
80
R.M. Davis Inc
Maine
$67K – – –
BFEC
81
Benjamin F. Edwards & Company
Missouri
$67K – – –
BCM
82
Breiter Capital Management
Florida
$63K – – –
SMFS
83
Squar Milner Financial Services
California
$56K +$56K +9,207 New
CPA
84
Clear Perspective Advisors
Illinois
$55K – – –
HR
85
Howe & Rusling
New York
$42K -$41K – –
RFC
86
Regions Financial Corp
Alabama
$42K +$15K +2,455 +55%
First Manhattan
87
First Manhattan
New York
$42K +$42K +7,025 New
CI
88
CX Institutional
Indiana
$40K +$40K +6,601 New
TWA
89
TCI Wealth Advisors
Arizona
$38K -$72.7K -11,847 -66%
RCAG
90
Rehmann Capital Advisory Group
Michigan
$35K – – –
GBBWRPM
91
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$34K – – –
FHA
92
Flagship Harbor Advisors
Massachusetts
$34K +$34K +5,634 New
IP
93
Isthmus Partners
Wisconsin
$33K – – –
TJHA
94
Thomas J. Herzfeld Advisors
Florida
$30K +$692 +113 +2%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$28K – – –
SIC
96
Salem Investment Counselors
North Carolina
$20K – – –
MBT
97
Monroe Bank & Trust
Michigan
$20K – – –
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$7.39K -1,193 -28%
CHC
99
City Holding Co
West Virginia
$19K – – –
TDC
100
Thompson Davis & Co
Virginia
$16K -$6.4K -1,023 -29%
2 3
4
5 6