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Gabelli Equity Trust

169 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
47
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FZCM
76
Flynn Zito Capital Management
New York
$175K -$58.3K -8,417 -25%
BSW
77
Buckingham Strategic Wealth
Missouri
$175K
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$167K +$167K +24,157 New
SPC
79
Sigma Planning Corp
Michigan
$161K -$2.78K -400 -2%
BCA
80
Bay Colony Advisors
Massachusetts
$155K +$8.45K +1,220 +6%
BCM
81
Brookstone Capital Management
Illinois
$149K +$61.3K +8,746 +70%
GWM
82
Geneos Wealth Management
Colorado
$147K -$17.7K -2,569 -11%
AF
83
Affiance Financial
Minnesota
$140K
LWP
84
Lumature Wealth Partners
Georgia
$140K
DJYG
85
David J. Yvars Group
Florida
$139K +$139K +20,107 New
HWM
86
HB Wealth Management
Georgia
$136K
MFG
87
MidWestOne Financial Group
Iowa
$133K
IGWM
88
ICA Group Wealth Management
Colorado
$133K +$133K +19,644 New
BIAS
89
Beacon Investment Advisory Services
New Jersey
$132K
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$130K +$130K +18,767 New
CS
91
Capital Square
Tennessee
$129K +$20.7K +3,014 +19%
SI
92
Stephens Inc
Arkansas
$125K
AP
93
Americana Partners
Texas
$117K -$13.8K -2,000 -11%
CIBC World Market
94
CIBC World Market
Ontario, Canada
$115K +$8.92K +1,289 +8%
PWA
95
Primoris Wealth Advisors
Florida
$112K
CA
96
CoreCap Advisors
Michigan
$109K -$50.4K -7,300 -32%
AWM
97
Accurate Wealth Management
Florida
$108K +$108K +15,544 New
SWM
98
Spire Wealth Management
Virginia
$103K -$526K -75,952 -84%
ClearBridge Investments
99
ClearBridge Investments
New York
$99K
MIM
100
MTM Investment Management
South Carolina
$94K