GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

155 hedge funds and large institutions have $141M invested in Gabelli Equity Trust in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
60
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$7.4M
2
HHGC
2
Hunting Hill Global Capital
New York
$4.16M
3
LPL Financial
3
LPL Financial
California
$16.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.4M
5
CCP
5
Clough Capital Partners
Massachusetts
$1.95M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$159K
2
Barclays
2
Barclays
United Kingdom
$756K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.65M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$4.14M
5
PTP
5
Platform Technology Partners
New York
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$155K 23,236 -1,214 -5%
US Bancorp
77
US Bancorp
Minnesota
$155K 23,264 +95 +0.4%
BCA
78
Bay Colony Advisors
Massachusetts
$144K 21,679 +2,074 +11%
DA
79
Doliver Advisors
Texas
$138K 20,689 +20,689 New
LWP
80
Lumature Wealth Partners
Georgia
$134K 20,184 – –
AF
81
Affiance Financial
Minnesota
$134K 20,132 – –
HB
82
Homrich & Berg
Georgia
$131K 19,690 – –
SWM
83
Spire Wealth Management
Virginia
$131K 19,707 +182 +0.9%
WLIM
84
White Lighthouse Investment Management
Massachusetts
$128K 19,308 +19,308 New
MFG
85
MidWestOne Financial Group
Iowa
$127K 19,142 – –
BIAS
86
Beacon Investment Advisory Services
New Jersey
$126K 19,000 – –
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$125K 18,792 +571 +3%
VBCG
88
Valley Brook Capital Group
Pennsylvania
$123K 18,585 +1,690 +10%
SI
89
Stephens Inc
Arkansas
$122K 18,371 – –
DE
90
Day & Ennis
Georgia
$120K 18,050 – –
SLWA
91
San Luis Wealth Advisors
California
$119K 17,926 +17,926 New
AP
92
Americana Partners
Texas
$113K 17,000 +17,000 New
DA
93
Dash Acquisitions
California
$111K 16,690 – –
NA
94
NewEdge Advisors
Louisiana
$107K 16,076 – –
SWA
95
Stratos Wealth Advisors
Ohio
$107K 16,138 +16,138 New
CS
96
Capital Square
Tennessee
$105K 15,733 +15,733 New
IA
97
Insight Advisors
Pennsylvania
$96K 13,700 – –
ClearBridge Investments
98
ClearBridge Investments
New York
$95K 14,300 +1,300 +10%
MIM
99
MTM Investment Management
South Carolina
$90K 13,530 – –
FIA
100
Foundations Investment Advisors
Arizona
$87K 12,975 +12,975 New
2 3
4
5 6