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Gabelli Equity Trust
GAB

Overview Fund Activity

120 hedge funds and large institutions have $85.3M invested in Gabelli Equity Trust in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
31
Reduced
32
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFWM
1
Institute for Wealth Management
Colorado
$596K
2
SB
2
Suntrust Banks
Georgia
$400K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$698K
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$308K
5
AIP
5
Ahrens Investment Partners
Louisiana
$304K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$258K
2
Wells Fargo
2
Wells Fargo
California
$4.38M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.23M
4
SFS
4
Shaker Financial Services
Virginia
$321K
5
FAAS
5
First Allied Advisory Services
California
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
101
Cable Hill Partners
Oregon
$20K +$20K +4,092 New
CHC
102
City Holding Co
West Virginia
$15K – – –
APA
103
American Portfolios Advisors
New York
$13.1K +$5.1K +1,023 +64%
AIS
104
Accurate Investment Solutions
Pennsylvania
$13K – – –
CA
105
Centerpoint Advisors
Massachusetts
$13K – – –
CCM
106
Covington Capital Management
California
$13K +$436 +85 +3%
LPC
107
Loeb Partners Corp
New York
$12K +$12K +2,496 New
RAM
108
Riggs Asset Management
Pennsylvania
$10K – – –
NSIM
109
North Star Investment Management
Illinois
$8K – – –
GWMIA
110
Global Wealth Management Investment Advisory
Florida
$8K +$8K +1,564 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +1,324 New
W
112
WealthOne
New York
$7K +$7K +1,340 New
PCG
113
Private Capital Group
Connecticut
$6K – – –
CFGS
114
Concourse Financial Group Securities
Alabama
$6K +$6K +1,271 New
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$5K – – –
MRCM
116
M&R Capital Management
New Jersey
$5K – – –
GAM
117
Gemmer Asset Management
California
$4K – – –
RCC
118
Red Cedar Capital
Nebraska
$4K – – –
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.77K – – –
LFG
120
Larson Financial Group
Missouri
$3K +$3K +661 New
PWMG
121
Prestige Wealth Management Group
New Jersey
$2K +$2K +351 New
BC
122
Brinker Capital
Pennsylvania
– -$1.09M -171,418 Closed
COLIM
123
City of London Investment Management
United Kingdom
– -$684K -108,111 Closed
DWM
124
Dakota Wealth Management
Florida
– -$418K -65,976 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
– -$229K -36,184 Closed
2 3 4
5
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