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Gabelli Equity Trust

157 hedge funds and large institutions have $119M invested in Gabelli Equity Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
157
Holders Change
-12
Holders Change %
-7.1%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
76
MidWestOne Financial Group
Iowa
$117K
BRWA
77
B. Riley Wealth Advisors
Florida
$116K -$169K -27,696 -59%
BIAS
78
Beacon Investment Advisory Services
New Jersey
$116K
CS
79
Capital Square
Tennessee
$114K
GWM
80
Geneos Wealth Management
Colorado
$112K -$19.3K -3,134 -15%
IGWM
81
ICA Group Wealth Management
Colorado
$110K -$14.1K -2,230 -11%
DE
82
Day & Ennis
Georgia
$110K +$110K +18,050 New
GWSG
83
GPS Wealth Strategies Group
Colorado
$105K +$105K +17,290 New
SI
84
Stephens Inc
Arkansas
$104K -$6.13K -1,000 -6%
PWA
85
Primoris Wealth Advisors
Florida
$98K
SIAG
86
Safeguard Investment Advisory Group
California
$93K
MC
87
Moors & Cabot
Massachusetts
$93K +$14.7K +2,428 +19%
YWP
88
YorkBridge Wealth Partners
New York
$92K +$92K +15,000 New
AP
89
Americana Partners
Texas
$91K -$12.1K -2,000 -12%
AWM
90
AE Wealth Management
Kansas
$90K +$14.6K +2,403 +19%
ClearBridge Investments
91
ClearBridge Investments
New York
$87K
MIM
92
MTM Investment Management
South Carolina
$84K
WWM
93
Western Wealth Management
Colorado
$80K
US Bancorp
94
US Bancorp
Minnesota
$77K -$106K -17,434 -58%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$77K
SC
96
Savant Capital
Illinois
$75K
PL
97
Plancorp LLC
Missouri
$75K
RFN
98
RDA Financial Network
Iowa
$75K
MHWM
99
Montz Harcus Wealth Management
Louisiana
$70K +$1.72K +283 +3%
GCWM
100
Graham Capital Wealth Management
District of Columbia
$69K