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Gabelli Equity Trust

122 hedge funds and large institutions have $94M invested in Gabelli Equity Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
38
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$88K
AWM
77
Aries Wealth Management
Maine
$88K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$87K
FM
79
Family Management
New York
$87K
FI
80
FormulaFolio Investments
Michigan
$85K -$122K -20,455 -59%
JC
81
Jentner Corp
Ohio
$78K
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$78K +$5.01K +843 +7%
IFWM
83
Institute for Wealth Management
Colorado
$76K
FSCM
84
Front Street Capital Management
Montana
$71K
CS
85
Capital Square
Tennessee
$70K +$70K +11,842 New
RJT
86
Raymond James Trust
Florida
$65K
BCM
87
Breiter Capital Management
Florida
$61K
BCWM
88
Bartlett & Co Wealth Management
Ohio
$60.5K
TWA
89
TCI Wealth Advisors
Arizona
$52K +$1.23K +207 +2%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$37K
SWM
91
Selective Wealth Management
Virginia
$34K +$42 +7 +0.1%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$34K +$78 +13 +0.2%
TJHA
93
Thomas J. Herzfeld Advisors
Florida
$34K +$804 +135 +2%
BCI
94
Brinker Capital Investments
Pennsylvania
$32K
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$9.16K -1,535 -24%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$27K -$194 -33 -0.7%
SIC
97
Salem Investment Counselors
North Carolina
$20K
First Manhattan
98
First Manhattan
New York
$19K
CHC
99
City Holding Co
West Virginia
$18K
NFG
100
Next Financial Group
Texas
$17K -$90K -15,447 -84%