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Gabelli Equity Trust
GAB

Overview Fund Activity

172 hedge funds and large institutions have $111M invested in Gabelli Equity Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
51
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$3.23M
2
UBS Group
UBS Group
Switzerland
$2.78M
3
MGWM
Marks Group Wealth Management
Minnesota
$2.58M
4
WAM
Wolverine Asset Management
Illinois
$654K
5
EC
Elequin Capital
New York
$612K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$12.7M
3
Bank of America
Bank of America
North Carolina
$10.7M
4
LFG
Larson Financial Group
Missouri
$0
5
Wells Fargo
Wells Fargo
California
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
CoreCap Advisors
Michigan
$116K +$10.4K +1,900 +10%
FCI
77
Financial Counselors Inc
Kansas
$114K -$23.2K -4,230 -17%
TSS
78
Two Sigma Securities
New York
$114K -$7.73K -1,410 -6%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$112K +$112K +20,501 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$110K -$53K -9,651 -33%
VF
81
Virtu Financial
New York
$107K -$213K -38,806 -67%
BCM
82
Bluefin Capital Management
New York
$106K +$106K +19,323 New
DJYG
83
David J. Yvars Group
Florida
$105K +$1.35K +246 +1%
MFG
84
MidWestOne Financial Group
Iowa
$105K – – –
BIAS
85
Beacon Investment Advisory Services
New Jersey
$104K – – –
CS
86
Capital Square
Tennessee
$103K – – –
NA
87
NewEdge Advisors
Louisiana
$102K -$11.4K -4,115 -10%
DE
88
Day & Ennis
Georgia
$98.9K +$98.9K +18,050 New
CIG
89
Cascade Investment Group
Colorado
$98.8K +$98.8K +18,035 New
Mariner
90
Mariner
Kansas
$98K +$39.2K +7,180 +67%
GWSG
91
GPS Wealth Strategies Group
Colorado
$94.7K – – –
HIP
92
HUB Investment Partners
Texas
$94.7K +$37.6K +6,860 +66%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$94.1K +$94.1K +17,178 New
MWM
94
Modera Wealth Management
New Jersey
$93.5K +$93.5K +17,061 New
SI
95
Stephens Inc
Arkansas
$93K – – –
MC
96
Moors & Cabot
Massachusetts
$85.5K +$1.58K +289 +2%
MWM
97
Meridian Wealth Management
Kentucky
$84.7K +$12.8K +2,340 +18%
YWP
98
YorkBridge Wealth Partners
New York
$82.2K – – –
AP
99
Americana Partners
Texas
$82.2K – – –
SIAG
100
Safeguard Investment Advisory Group
California
$80.3K +$2.18K +398 +3%
2 3
4
5 6