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Gabelli Equity Trust
GAB

Overview Fund Activity

141 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
44
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
BerganKDV Wealth Management
Minnesota
$5.05M
2
SFS
2
Shaker Financial Services
Virginia
$1.99M
3
Barclays
3
Barclays
United Kingdom
$2M
4
COLIM
4
City of London Investment Management
United Kingdom
$1.44M
5
Northern Trust
5
Northern Trust
Illinois
$787K

Top Sellers

1
SDAM
1
Shulman DeMeo Asset Management
New York
$0
2
CWM
2
Connecticut Wealth Management
Connecticut
$0
3
AIC
3
Ameritas Investment Company
Nebraska
$353K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EP
5
Eudaimonia Partners
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
76
Bay Colony Advisors
Massachusetts
$135K 19,605 +1 +0%
MFG
77
MidWestOne Financial Group
Iowa
$132K 19,142 – –
BIAS
78
Beacon Investment Advisory Services
New Jersey
$131K 19,000 – –
SI
79
Stephens Inc
Arkansas
$127K 18,371 – –
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$126K 18,221 +4,608 +34%
DE
81
Day & Ennis
Georgia
$125K 18,050 – –
TWA
82
TCI Wealth Advisors
Arizona
$120K 17,359 +17,359 New
VBCG
83
Valley Brook Capital Group
Pennsylvania
$116K 16,895 – –
DA
84
Dash Acquisitions
California
$115K 16,690 +16,690 New
Millennium Management
85
Millennium Management
New York
$112K 16,294 +16,294 New
NA
86
NewEdge Advisors
Louisiana
$111K 16,076 – –
AWM
87
AE Wealth Management
Kansas
$110K 15,991 -27,864 -64%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$101K 14,569 +146 +1%
MIM
89
MTM Investment Management
South Carolina
$93K 13,530 – –
IA
90
Insight Advisors
Pennsylvania
$92K 13,700 – –
ClearBridge Investments
91
ClearBridge Investments
New York
$90K 13,000 – –
SIAG
92
Safeguard Investment Advisory Group
California
$87K 12,669 – –
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$87K 12,552 – –
RFN
94
RDA Financial Network
Iowa
$85K 12,265 – –
HC
95
Hamilton Capital
Ohio
$84K 12,158 +12,158 New
QAM
96
QCI Asset Management
New York
$83K 12,000 +2,000 +20%
CS
97
Credit Suisse
Switzerland
$83K 12,100 +12,100 New
LNC
98
Lincoln National Corp
Pennsylvania
$79K 11,402 +250 +2%
IFWM
99
Institute for Wealth Management
Colorado
$78K 11,300 -69 -0.6%
VVP
100
Venture Visionary Partners
Ohio
$76K 11,029 +11,029 New
2 3
4
5 6