GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

170 hedge funds and large institutions have $146M invested in Gabelli Equity Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
57
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.9M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$876K
3
MGWM
3
Marks Group Wealth Management
Minnesota
$2.53M
4
Wells Fargo
4
Wells Fargo
California
$6.57M
5
AAM
5
Advisors Asset Management
Colorado
$1.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
HHGC
2
Hunting Hill Global Capital
New York
$0
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
YCM
4
Yakira Capital Management
Connecticut
$0
5
SFS
5
Shaker Financial Services
Virginia
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
PHS
76
Pekin Hardy Strauss
Illinois
$184K 25,615 – –
BSW
77
Buckingham Strategic Wealth
Missouri
$182K 25,247 – –
COLIM
78
City of London Investment Management
United Kingdom
$172K 23,949 – –
GWM
79
Geneos Wealth Management
Colorado
$171K 23,853 +99 +0.4%
SPC
80
Sigma Planning Corp
Michigan
$169K 23,569 +333 +1%
US Bancorp
81
US Bancorp
Minnesota
$167K 23,264 – –
CA
82
CoreCap Advisors
Michigan
$166K 23,077 +23,077 New
BCA
83
Bay Colony Advisors
Massachusetts
$152K 21,165 -514 -2%
AF
84
Affiance Financial
Minnesota
$145K 20,132 – –
LWP
85
Lumature Wealth Partners
Georgia
$145K 20,184 – –
HWM
86
HB Wealth Management
Georgia
$142K 19,690 +19,690 New
WLIM
87
White Lighthouse Investment Management
Massachusetts
$139K 19,308 – –
MFG
88
MidWestOne Financial Group
Iowa
$138K 19,142 – –
BIAS
89
Beacon Investment Advisory Services
New Jersey
$137K 19,000 – –
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$137K 19,012 +220 +1%
AP
91
Americana Partners
Texas
$136K 19,000 +2,000 +12%
VBCG
92
Valley Brook Capital Group
Pennsylvania
$133K 18,585 – –
DE
93
Day & Ennis
Georgia
$130K 18,050 – –
SI
94
Stephens Inc
Arkansas
$129K 17,973 -398 -2%
SWA
95
Stratos Wealth Advisors
Ohio
$119K 16,567 +429 +3%
PWA
96
Primoris Wealth Advisors
Florida
$116K 16,250 +16,250 New
EH
97
Equitable Holdings
New York
$112K 15,600 +15,600 New
CS
98
Capital Square
Tennessee
$110K 15,733 – –
CIBC World Market
99
CIBC World Market
Ontario, Canada
$110K 15,331 +15,331 New
ClearBridge Investments
100
ClearBridge Investments
New York
$103K 14,300 – –
2 3
4
5 6