We are live on ! Find out more
GAB icon

Gabelli Equity Trust
GAB

199 hedge funds and large institutions have $252M invested in Gabelli Equity Trust in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

103% more capital invested

Capital invested by funds: $124M → $252M (+$128M)

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

7% more funds holding

Funds holding: 186 → 199 (+13)

0.37% less ownership

Funds ownership: 8.5% → 8.13% (-0.37%)

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
65
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.3M
2
IAA
Independent Advisor Alliance
North Carolina
+$2.03M
3
GC
Guggenheim Capital
Illinois
+$574K
4
GSEP
Golden State Equity Partners
California
+$539K
5
IFG
Independent Financial Group
California
+$532K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$10.4M
2
Cohen & Steers
Cohen & Steers
New York
-$4.11M
3
SFS
Shaker Financial Services
Virginia
-$3.28M
4
WAM
Wolverine Asset Management
Illinois
-$665K
5
IA
IFP Advisors
Florida
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
76
Sound View Wealth Advisors Group
Georgia
$188K – – –
SBIA
77
Sheaff Brock Investment Advisors
Indiana
$180K – – –
VFA
78
Valeo Financial Advisors
Indiana
$173K -$54.2K -9,791 -23%
GVAG
79
Great Valley Advisor Group
Delaware
$162K -$85.5K -15,447 -34%
BPA
80
Beacon Pointe Advisors
California
$161K +$11.1K +2,000 +7%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$156K +$55 +10 +0%
Jane Street
82
Jane Street
New York
$153K +$157K +28,419 New
IA
83
IFG Advisory
Georgia
$152K -$18.3K -3,300 -10%
SFS
84
Symphony Financial Services
Ohio
$151K +$1.2K +216 +0.8%
KPWS
85
Kestra Private Wealth Services
Texas
$149K +$492 +89 +0.3%
BCM
86
Brookstone Capital Management
Illinois
$149K -$129K -23,400 -46%
RBWA
87
RFG - Bristol Wealth Advisors
Massachusetts
$149K +$153K +27,604 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$148K +$5.26K +950 +4%
PHS
89
Pekin Hardy Strauss
Illinois
$146K – – –
FZCM
90
Flynn Zito Capital Management
New York
$139K – – –
Citadel Advisors
91
Citadel Advisors
Florida
$139K +$143K +25,801 New
MCM
92
Mendel Capital Management
Arkansas
$138K – – –
KCPT
93
Kingstone Capital Partners Texas
Texas
$137K +$140K +25,376 New
QCIG
94
Quad-Cities Investment Group
Iowa
$136K +$592 +107 +0.4%
AAS
95
Ameritas Advisory Services
Nebraska
$133K – – –
GS
96
GWN Securities
Florida
$128K +$125K +22,682 New
BCA
97
Bay Colony Advisors
Massachusetts
$127K +$509 +92 +0.4%
M
98
MOTCO
Texas
$120K – – –
IA
99
Insight Advisors
Pennsylvania
$118K – – –
VFPW
100
Vantage Financial Partners (Wisconsin)
Wisconsin
$116K -$3.62K -654 -3%
2 3
4
5 6

GAB Hedge Fund Activity: Q4 2024 in Review

199 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q4 2024, worth a combined $252M — up 103% from $124M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new GAB positions and 13 closed out — a net gain of 17 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.3M. The largest seller was International Assets Investment Management, cutting an estimated $10.4M.

  • 199 institutional investors held Gabelli Equity Trust (GAB) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $252M of Gabelli Equity Trust stock for Q4 2024, up 103% quarter-over-quarter.
  • 30 funds opened new Gabelli Equity Trust positions in Q4 2024 and 13 closed out, a net change of +17 holders.
  • The largest Gabelli Equity Trust buyer in Q4 2024 was LPL Financial, an estimated $4.3M added.
  • The largest Gabelli Equity Trust seller in Q4 2024 was International Assets Investment Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2024.