GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

178 hedge funds and large institutions have $117M invested in Gabelli Equity Trust in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 37 reducing their positions, and 29 closing their positions.

Holders
178
Holders Change
-13
Holders Change %
-6.81%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
62
Reduced
37
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$2.11M
2
Cerity Partners
2
Cerity Partners
New York
$1.35M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.7M
5
GSEP
5
Golden State Equity Partners
California
$579K

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$366K
2
SFS
2
Shaker Financial Services
Virginia
$661K
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$761K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$852K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$161K 30,980 -10,919 -26%
SFS
77
Symphony Financial Services
Ohio
$152K 28,859 +28,859 New
FZCM
78
Flynn Zito Capital Management
New York
$150K 28,855 +1,412 +5%
GLA
79
Good Life Advisors
Pennsylvania
$148K 28,417 +3,415 +14%
BPA
80
Beacon Pointe Advisors
California
$146K 28,000 -2,000 -7%
HF
81
HRT Financial
New York
$143K 27,690 +8,360 +43%
PHS
82
Pekin Hardy Strauss
Illinois
$142K 27,228 – –
KWM
83
Kingsview Wealth Management
Oregon
$139K 26,652 -253 -0.9%
MCM
84
Mendel Capital Management
Arkansas
$133K 25,638 – –
BCA
85
Bay Colony Advisors
Massachusetts
$133K 25,518 +304 +1%
KPWS
86
Kestra Private Wealth Services
Texas
$132K 25,466 -664 -3%
QCIG
87
Quad-Cities Investment Group
Iowa
$132K 25,445 -936 -4%
AAS
88
Ameritas Advisory Services
Nebraska
$129K 24,714 – –
AWM
89
Apollon Wealth Management
South Carolina
$126K 24,283 +6,918 +40%
WAM
90
Wolverine Asset Management
Illinois
$118K 22,600 -52,610 -70%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$115K 21,908 – –
VFPW
92
Vantage Financial Partners (Wisconsin)
Wisconsin
$115K 22,128 +48 +0.2%
IA
93
Insight Advisors
Pennsylvania
$114K 21,842 – –
PWA
94
PCG Wealth Advisors
Kansas
$110K 21,110 – –
JWCA
95
J.W. Cole Advisors
Florida
$104K 19,927 +130 +0.7%
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$102K 19,668 +19,668 New
NS
97
NBC Securities
Alabama
$102K 19,786 -17,280 -47%
HH
98
Hilltop Holdings
Texas
$101K 19,467 -1,797 -8%
AWE
99
Avidian Wealth Enterprises
Texas
$100K 19,295 +19,295 New
BIAS
100
Beacon Investment Advisory Services
New Jersey
$98.8K 19,000 – –
2 3
4
5 6