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Gabelli Equity Trust

164 hedge funds and large institutions have $105M invested in Gabelli Equity Trust in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCA
76
Bay Colony Advisors
Massachusetts
$126K 24,650 +878 +4%
Citadel Advisors
77
Citadel Advisors
Florida
$125K 24,436 -1,507 -6%
PWA
78
PCG Wealth Advisors
Kansas
$119K 23,110
DJYG
79
David J. Yvars Group
Florida
$113K 22,065 +340 +2%
BPA
80
Beacon Pointe Advisors
California
$113K 22,000 +22,000 New
VFPW
81
Vantage Financial Partners (Wisconsin)
Wisconsin
$113K 21,966 +1,898 +9%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$112K 21,908
Corient Private Wealth
83
Corient Private Wealth
Florida
$111K 21,553 +6,015 +39%
BSW
84
Buckingham Strategic Wealth
Missouri
$105K 20,550 -1,865 -8%
BIAS
85
Beacon Investment Advisory Services
New Jersey
$97.5K 19,000
HH
86
Hilltop Holdings
Texas
$97.1K 18,919 +18,919 New
Mariner
87
Mariner
Kansas
$93.1K 18,141 +77 +0.4%
SI
88
Stephens Inc
Arkansas
$92.9K 18,108 -16,995 -48%
DE
89
Day & Ennis
Georgia
$92.6K 18,050
CIG
90
Cascade Investment Group
Colorado
$92.5K 18,035
GLA
91
Good Life Advisors
Pennsylvania
$91.3K 17,802 +6,425 +56%
GWSG
92
GPS Wealth Strategies Group
Colorado
$88.7K 17,290
HIP
93
HUB Investment Partners
Texas
$88.6K 17,276
MWM
94
Modera Wealth Management
New Jersey
$87.5K 17,061
Jane Street
95
Jane Street
New York
$84.5K 16,472 +16,472 New
GT
96
Glenmede Trust
Pennsylvania
$79.4K 15,473 +4,425 +40%
WAAG
97
Wealth Alliance Advisory Group
Kansas
$77.8K 15,172 +15,172 New
EWM
98
Executive Wealth Management
Michigan
$77K 15,000
SYBT
99
Stock Yards Bank & Trust
Kentucky
$76.7K 14,956 +14,956 New
FZCM
100
Flynn Zito Capital Management
New York
$75.4K 14,693 -1,422 -9%