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Gabelli Equity Trust

124 hedge funds and large institutions have $61.2M invested in Gabelli Equity Trust in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 122124 (+2)

0.49% less ownership

Funds ownership: 6.16%5.68% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

35% less capital invested

Capital invested by funds: $94M → $61.2M (-$32.8M)

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
34
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$59K -$56.3K -10,230 -43%
SPC
77
Sigma Planning Corp
Michigan
$59K -$4.97K -903 -6%
FI
78
FormulaFolio Investments
Michigan
$59K -$2.25K -409 -3%
AWM
79
Aries Wealth Management
Maine
$58K
TCM
80
Telos Capital Management
California
$58K +$75.7K +13,738 New
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$57K +$73.5K +13,350 New
JC
82
Jentner Corp
Ohio
$56K
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$54K +$70.1K +12,722 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$51K -$6.44K -1,169 -9%
FSCM
85
Front Street Capital Management
Montana
$51K
IFWM
86
Institute for Wealth Management
Colorado
$50K -$4.65K -844 -7%
RJT
87
Raymond James Trust
Florida
$46K
BCM
88
Breiter Capital Management
Florida
$44K
BCWM
89
Bartlett & Co Wealth Management
Ohio
$43.2K
BC
90
Bartlett & Co
Ohio
$43K +$56K +10,162 New
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$35K +$10.8K +1,959 +32%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$34K +$44.2K +8,034 New
TJHA
93
Thomas J. Herzfeld Advisors
Florida
$25K +$1.07K +195 +3%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$24K +$110 +20 +0.4%
SWM
95
Selective Wealth Management
Virginia
$23K -$1.61K -292 -5%
GSWM
96
Golden State Wealth Management
California
$23K +$30.4K +5,514 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$21K
JP Morgan Chase
98
JP Morgan Chase
New York
$20K
NFG
99
Next Financial Group
Texas
$17K +$6.46K +1,173 +40%
First Manhattan
100
First Manhattan
New York
$14K