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Gabelli Equity Trust
GAB

Overview Fund Activity

126 hedge funds and large institutions have $171M invested in Gabelli Equity Trust in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+35
Holders Change %
+38.46%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
45
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$26.1M
2
COLIM
2
City of London Investment Management
United Kingdom
$11.3M
3
FAAS
3
First Allied Advisory Services
California
$11.7M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
RCM
5
Rivernorth Capital Management
Florida
$7.61M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.55M
2
WS
2
Wedbush Securities
California
$211K
3
HCM
3
Hollencrest Capital Management
California
$1.34M
4
AG
4
Advisor Group
Arizona
$1.27M
5
PAG
5
Private Advisor Group
New Jersey
$152K
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
101
IHT Wealth Management
Illinois
$48K 7,604 – –
First Manhattan
102
First Manhattan
New York
$44K 7,116 – –
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$39K 6,312 +6,312 New
TDC
104
Thompson Davis & Co
Virginia
$34K 5,500 -7,000 -56%
IP
105
Isthmus Partners
Wisconsin
$32K 5,210 – –
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$28K 4,500 – –
TJHA
107
Thomas J. Herzfeld Advisors
Florida
$28K 4,565 +161 +4%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$26K 4,166 +1,166 +39%
WTB
109
Washington Trust Bank
Washington
$22K 3,500 +3,500 New
SIC
110
Salem Investment Counselors
North Carolina
$20K 3,238 – –
CHC
111
City Holding Co
West Virginia
$19K 3,030 – –
MBT
112
Monroe Bank & Trust
Michigan
$18K 3,060 +3,060 New
AIS
113
Accurate Investment Solutions
Pennsylvania
$16K 2,584 – –
CA
114
Centerpoint Advisors
Massachusetts
$16K 2,549 +2,549 New
CCM
115
Covington Capital Management
California
$14K 2,234 +56 +3%
SEI Investments
116
SEI Investments
Pennsylvania
$12K 2,005 +2,005 New
NSIM
117
North Star Investment Management
Illinois
$10K 1,617 – –
APA
118
American Portfolios Advisors
New York
$9.74K 1,573 +1,573 New
MRCM
119
M&R Capital Management
New Jersey
$6K 1,066 – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$6K 1,000 – –
CPA
121
Clear Perspective Advisors
Illinois
$5K 860 -7,941 -90%
GAM
122
Gemmer Asset Management
California
$5K 774 +774 New
RCC
123
Red Cedar Capital
Nebraska
$5K 847 +847 New
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57K 739 – –
TFS
125
TrustCore Financial Services
Tennessee
$2K 381 +381 New
2 3 4
5
6