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Gabelli Equity Trust
GAB

Overview Fund Activity

120 hedge funds and large institutions have $148M invested in Gabelli Equity Trust in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
34
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.1M
2
1CP
2
1607 Capital Partners
Virginia
$3.88M
3
KIM
3
Karpus Investment Management
New York
$29.5M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$2.55M
5
PTC
5
Philadelphia Trust Company
Pennsylvania
$4.03M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$2.84M
2
Wells Fargo
2
Wells Fargo
California
$3.96M
3
RCM
3
Rivernorth Capital Management
Florida
$1.07M
4
OFG
4
OTA Financial Group
New York
$0
5
WAM
5
Weiss Asset Management
Massachusetts
$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
101
Thompson Davis & Co
Virginia
$21K -$12K -2,046 -36%
SIC
102
Salem Investment Counselors
North Carolina
$20K – – –
CHC
103
City Holding Co
West Virginia
$19K – – –
MBT
104
Monroe Bank & Trust
Michigan
$18K – – –
AIS
105
Accurate Investment Solutions
Pennsylvania
$16K – – –
CA
106
Centerpoint Advisors
Massachusetts
$16K – – –
CCM
107
Covington Capital Management
California
$14K +$335 +56 +2%
SEI Investments
108
SEI Investments
Pennsylvania
$14K +$1.84K +311 +15%
RAM
109
Riggs Asset Management
Pennsylvania
$12K +$12K +2,046 New
PCG
110
Private Capital Group
Connecticut
$11K +$3.96K +689 +56%
NSIM
111
North Star Investment Management
Illinois
$10K – – –
APA
112
American Portfolios Advisors
New York
$9.63K – – –
MRCM
113
M&R Capital Management
New Jersey
$6K – – –
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$6K – – –
FGC
115
Financial Gravity Companies
Texas
$6K +$6K +1,013 New
FGAM
116
Financial Gravity Asset Management
Texas
$6K +$6K +1,013 New
GAM
117
Gemmer Asset Management
California
$5K – – –
RCC
118
Red Cedar Capital
Nebraska
$5K – – –
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.52K – – –
RWA
120
Ropes Wealth Advisors
Massachusetts
$3K +$3K +551 New
TFS
121
TrustCore Financial Services
Tennessee
$2K +$50 +10 +3%
APSP
122
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$1K +195 New
OFG
123
OTA Financial Group
New York
– -$5.29M -875,073 Closed
IH
124
IFC Holdings
Florida
– -$3.88M -641,546 Closed
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
– -$1.6M -263,832 Closed
2 3 4
5
6