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Gabelli Equity Trust
GAB

Overview Fund Activity

114 hedge funds and large institutions have $173M invested in Gabelli Equity Trust in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$29.2M
2
Wells Fargo
2
Wells Fargo
California
$6.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
AAM
4
Advisors Asset Management
Colorado
$7.94M
5
CAN
5
Cetera Advisor Networks
California
$725K

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$661K
4
1CP
4
1607 Capital Partners
Virginia
$1.88M
5
KIM
5
Karpus Investment Management
New York
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Centerpoint Advisors
Massachusetts
$16K – – –
AIS
102
Accurate Investment Solutions
Pennsylvania
$16K – – –
CCM
103
Covington Capital Management
California
$15K +$350 +56 +2%
CWM
104
Catamount Wealth Management
Connecticut
$14K +$14K +2,258 New
RAM
105
Riggs Asset Management
Pennsylvania
$13K – – –
NSIM
106
North Star Investment Management
Illinois
$10K – – –
APA
107
American Portfolios Advisors
New York
$9.85K – – –
BCA
108
Bay Colony Advisors
Massachusetts
$9K +$9K +1,444 New
FGAM
109
Financial Gravity Asset Management
Texas
$8K +$1.82K +298 +29%
PCG
110
Private Capital Group
Connecticut
$7K -$3.94K -689 -36%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$6K – – –
MRCM
112
M&R Capital Management
New Jersey
$6K – – –
GAM
113
Gemmer Asset Management
California
$5K – – –
RCC
114
Red Cedar Capital
Nebraska
$5K – – –
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63K – – –
TFS
116
TrustCore Financial Services
Tennessee
$2K – – –
APSP
117
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K – – –
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
– -$3.69M -613,800 Closed
Bank of Nova Scotia
119
Bank of Nova Scotia
Ontario, Canada
– -$2.55M -425,459 Closed
CCP
120
Clough Capital Partners
Massachusetts
– -$1.15M -191,447 Closed
RCM
121
Rivernorth Capital Management
Florida
– -$1.07M -178,003 Closed
WAM
122
Weiss Asset Management
Massachusetts
– -$323K -53,912 Closed
CAG
123
Crestwood Advisors Group
Massachusetts
– -$184K -30,681 Closed
Millennium Management
124
Millennium Management
New York
– -$148K -24,762 Closed
YCM
125
Yakira Capital Management
Connecticut
– -$140K -23,465 Closed
2 3 4
5
6