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Gabelli Equity Trust
GAB

Overview Fund Activity

117 hedge funds and large institutions have $71.8M invested in Gabelli Equity Trust in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.76M
2
LOPW
2
Live Oak Private Wealth
North Carolina
$2.07M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$834K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.15M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.94M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.79M
2
UBS Group
2
UBS Group
Switzerland
$1.29M
3
PAG
3
Private Advisor Group
New Jersey
$189K
4
CWP
4
Capital Wealth Planning
Florida
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FI
76
FormulaFolio Investments
Michigan
$70K 13,938 +377 +3%
SPC
77
Sigma Planning Corp
Michigan
$68K 13,569 – –
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$68K 13,449 – –
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$66K 13,050 – –
BRWM
80
B. Riley Wealth Management
Tennessee
$65K 12,831 +12,831 New
IFWM
81
Institute for Wealth Management
Colorado
$58K 11,579 – –
SFP
82
Shepherd Financial Partners
Massachusetts
$58K 11,513 +11,513 New
WAM
83
Weiss Asset Management
Massachusetts
$57K 11,411 +11,411 New
RJT
84
Raymond James Trust
Florida
$54K 10,656 – –
FSCM
85
Front Street Capital Management
Montana
$50K 10,107 -1,556 -13%
BC
86
Bartlett & Co
Ohio
$50K 9,934 – –
BCM
87
Breiter Capital Management
Florida
$50K 10,000 – –
QAM
88
QCI Asset Management
New York
$50K 10,000 +10,000 New
BCWM
89
Bartlett & Co Wealth Management
Ohio
$50K 9,934 – –
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$40K 7,941 – –
TJHA
91
Thomas J. Herzfeld Advisors
Florida
$30K 5,937 +168 +3%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$28K 5,558 +15 +0.3%
SWM
93
Selective Wealth Management
Virginia
$26K 5,222 – –
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$24K 4,750 – –
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$23K 4,500 – –
SIC
96
Salem Investment Counselors
North Carolina
$16K 3,238 – –
First Manhattan
97
First Manhattan
New York
$16K 3,219 – –
CHC
98
City Holding Co
West Virginia
$15K 3,030 – –
CCM
99
Covington Capital Management
California
$15K 2,905 +82 +3%
CA
100
Centerpoint Advisors
Massachusetts
$13K 2,549 – –
2 3
4
5 6