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Gabelli Equity Trust
GAB

Overview Fund Activity

122 hedge funds and large institutions have $95.5M invested in Gabelli Equity Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
32
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.1M
2
IP
Isthmus Partners
Wisconsin
+$798K
3
PTC
Philadelphia Trust Company
Pennsylvania
+$695K
4
SDAM
Shulman DeMeo Asset Management
New York
+$495K
5
ASN
Advisory Services Network
Georgia
+$468K

Top Sellers

1
FAAS
First Allied Advisory Services
California
-$6.73M
2
AAM
Advisors Asset Management
Colorado
-$1.62M
3
Cohen & Steers
Cohen & Steers
New York
-$1.08M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$667K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$460K
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
76
Family Management
New York
$87K – – –
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$83K -$4.68K -782 -5%
TA
78
Tiedemann Advisors
New York
$82K – – –
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$81K -$17.4K -2,906 -18%
BRWA
80
B. Riley Wealth Advisors
Florida
$81K +$1.03K +170 +1%
JC
81
Jentner Corp
Ohio
$79K +$79K +13,110 New
IFWM
82
Institute for Wealth Management
Colorado
$76K -$68.2K -11,383 -47%
MBT
83
Monroe Bank & Trust
Michigan
$73K +$73K +12,112 New
FSCM
84
Front Street Capital Management
Montana
$72K – – –
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$72K +$72K +12,036 New
RJT
86
Raymond James Trust
Florida
$66K -$258K -42,659 -80%
BCM
87
Breiter Capital Management
Florida
$61K – – –
KPW
88
Kore Private Wealth
New York
$55K – – –
NFG
89
Next Financial Group
Texas
$47K -$12.4K -2,046 -21%
NFH
90
NEXT Financial Holdings
Texas
$47K +$47K +7,775 New
RFC
91
Regions Financial Corp
Alabama
$43K – – –
First Manhattan
92
First Manhattan
New York
$42K – – –
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
RCAG
94
Rehmann Capital Advisory Group
Michigan
$34.4K – – –
GSWM
95
Golden State Wealth Management
California
$33K +$33K +5,514 New
FHB
96
First Hawaiian Bank
Hawaii
$32K – – –
TJHA
97
Thomas J. Herzfeld Advisors
Florida
$32K +$765 +127 +2%
BCI
98
Brinker Capital Investments
Pennsylvania
$32K +$32K +5,369 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$31K – – –
CHP
100
Cable Hill Partners
Oregon
$31K +$6.2K +1,023 +25%
2 3
4
5 6