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Gabelli Equity Trust
GAB

Overview Fund Activity

121 hedge funds and large institutions have $194M invested in Gabelli Equity Trust in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.29M
2
Wells Fargo
2
Wells Fargo
California
$8.17M
3
PTC
3
Philadelphia Trust Company
Pennsylvania
$5.62M
4
LPL Financial
4
LPL Financial
California
$6.45M
5
Bank of America
5
Bank of America
North Carolina
$4.79M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$24.4M
2
CWM
2
Cornerstone Wealth Management
Missouri
$24.4M
3
Ameriprise
3
Ameriprise
Minnesota
$26.6M
4
1CP
4
1607 Capital Partners
Virginia
$0
5
FAAS
5
First Allied Advisory Services
California
$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
101
Polaris Wealth Advisory Group
California
$26K +$26K +4,078 New
SIC
102
Salem Investment Counselors
North Carolina
$21K – – –
CHC
103
City Holding Co
West Virginia
$20K – – –
AIS
104
Accurate Investment Solutions
Pennsylvania
$17K – – –
CA
105
Centerpoint Advisors
Massachusetts
$17K – – –
TDC
106
Thompson Davis & Co
Virginia
$16K – – –
CCM
107
Covington Capital Management
California
$16K +$353 +54 +2%
CWM
108
Catamount Wealth Management
Connecticut
$14K – – –
RAM
109
Riggs Asset Management
Pennsylvania
$12K – – –
TPWA
110
TRUE Private Wealth Advisors
Oregon
$11.8K +$11.8K +1,870 New
APA
111
American Portfolios Advisors
New York
$10.2K – – –
NSIM
112
North Star Investment Management
Illinois
$10K – – –
FGAM
113
Financial Gravity Asset Management
Texas
$8K +$696 +125 +10%
PCG
114
Private Capital Group
Connecticut
$7K – – –
MRCM
115
M&R Capital Management
New Jersey
$6K – – –
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$6K – – –
GAM
117
Gemmer Asset Management
California
$5K – – –
RCC
118
Red Cedar Capital
Nebraska
$5K – – –
TRCT
119
Tower Research Capital (TRC)
New York
$5K +$5K +798 New
SSB
120
Sandy Spring Bank
Maryland
$5K +$5K +832 New
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.79K – – –
TFS
122
TrustCore Financial Services
Tennessee
$3K – – –
1CP
123
1607 Capital Partners
Virginia
– -$1.88M -307,314 Closed
CF
124
Centaurus Financial
California
– -$606K -99,048 Closed
SB
125
Suntrust Banks
Georgia
– -$447K -81,155 Closed
2 3 4
5
6