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Gabelli Equity Trust

129 hedge funds and large institutions have $103M invested in Gabelli Equity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VBCG
76
Valley Brook Capital Group
Pennsylvania
$115K
NA
77
NewEdge Advisors
Louisiana
$110K
CS
78
Capital Square
Tennessee
$109K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$98K +$1.02K +154 +1%
IA
80
Insight Advisors
Pennsylvania
$97K
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$93K -$2.57K -385 -3%
MIM
82
MTM Investment Management
South Carolina
$92K
ClearBridge Investments
83
ClearBridge Investments
New York
$89K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$87K
SIAG
85
Safeguard Investment Advisory Group
California
$86K
RFN
86
RDA Financial Network
Iowa
$84K
SPC
87
Sigma Planning Corp
Michigan
$83K -$120K -17,978 -59%
XT
88
XTX Topco
Cayman Islands
$83K +$83K +12,518 New
IFWM
89
Institute for Wealth Management
Colorado
$78K -$1.44K -215 -2%
LNC
90
Lincoln National Corp
Pennsylvania
$76K +$1.74K +261 +2%
TPWA
91
TRUE Private Wealth Advisors
Oregon
$71K +$58.6K +8,798 +470%
RJT
92
Raymond James Trust
Florida
$71K +$71K +10,604 New
QAM
93
QCI Asset Management
New York
$68K
BCM
94
Breiter Capital Management
Florida
$68K
NFG
95
Next Financial Group
Texas
$65K +$718 +107 +1%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$54K
BFEC
97
Benjamin F. Edwards & Company
Missouri
$48K +$14.7K +2,223 +44%
TJHA
98
Thomas J. Herzfeld Advisors
Florida
$44K +$955 +142 +2%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$44K +$44K +6,650 New
Bessemer Group
100
Bessemer Group
New Jersey
$34K +$13.6K +2,050 +67%