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Gabelli Equity Trust

155 hedge funds and large institutions have $107M invested in Gabelli Equity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-17
Holders Change %
-9.88%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
58
Reduced
28
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
AE Wealth Management
Kansas
$124K +$51.2K +8,924 +71%
DJYG
77
David J. Yvars Group
Florida
$112K +$1.46K +254 +1%
MFG
78
MidWestOne Financial Group
Iowa
$110K
BIAS
79
Beacon Investment Advisory Services
New Jersey
$109K
DE
80
Day & Ennis
Georgia
$104K
CIG
81
Cascade Investment Group
Colorado
$104K
IAIM
82
International Assets Investment Management
Florida
$99.6K +$99.6K +14,582 New
GWSG
83
GPS Wealth Strategies Group
Colorado
$99.2K
HIP
84
HUB Investment Partners
Texas
$99.2K
MWM
85
Modera Wealth Management
New Jersey
$97.9K
SI
86
Stephens Inc
Arkansas
$97.4K
CAS
87
Coppell Advisory Solutions
Texas
$95.8K +$89.3K +15,842 +1,386%
CASC
88
Coppell Advisory Solutions Corp
Texas
$95.8K +$89.3K +15,842 +1,386%
MWM
89
Meridian Wealth Management
Kentucky
$93.6K +$4.87K +849 +5%
FZCM
90
Flynn Zito Capital Management
New York
$92.5K -$48.8K -8,508 -35%
SIAG
91
Safeguard Investment Advisory Group
California
$86.5K +$2.36K +411 +3%
AP
92
Americana Partners
Texas
$86.1K
EWM
93
Executive Wealth Management
Michigan
$86.1K +$86.1K +15,000 New
FCI
94
Financial Counselors Inc
Kansas
$86K -$32.9K -5,750 -28%
ClearBridge Investments
95
ClearBridge Investments
New York
$82.1K
WSCM
96
Wellington Shields Capital Management
New York
$79.5K
PWA
97
Primoris Wealth Advisors
Florida
$78.9K
MIM
98
MTM Investment Management
South Carolina
$77.7K
SC
99
Savant Capital
Illinois
$76.3K +$5.74K +1,000 +8%
JIC
100
Johnson Investment Counsel
Ohio
$76K +$1.5K +262 +2%