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Gabelli Equity Trust
GAB

Overview Fund Activity

122 hedge funds and large institutions have $95.5M invested in Gabelli Equity Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
32
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.1M
2
IP
Isthmus Partners
Wisconsin
+$798K
3
PTC
Philadelphia Trust Company
Pennsylvania
+$695K
4
SDAM
Shulman DeMeo Asset Management
New York
+$495K
5
ASN
Advisory Services Network
Georgia
+$468K

Top Sellers

1
FAAS
First Allied Advisory Services
California
-$6.73M
2
AAM
Advisors Asset Management
Colorado
-$1.62M
3
Cohen & Steers
Cohen & Steers
New York
-$1.08M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$667K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$460K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$28K – – –
SIC
102
Salem Investment Counselors
North Carolina
$21K +$21K +3,312 New
IA
103
IFP Advisors
Florida
$19K -$125K -20,296 -87%
CHC
104
City Holding Co
West Virginia
$19K – – –
AIS
105
Accurate Investment Solutions
Pennsylvania
$16K – – –
CA
106
Centerpoint Advisors
Massachusetts
$16K – – –
CCM
107
Covington Capital Management
California
$16K +$382 +62 +2%
APA
108
American Portfolios Advisors
New York
$15.8K – – –
LPC
109
Loeb Partners Corp
New York
$15K – – –
DOA
110
D'Orazio & Associates
Virginia
$14K +$14K +2,265 New
RAM
111
Riggs Asset Management
Pennsylvania
$12K – – –
RFM
112
Royal Fund Management
Florida
$12K +$12K +2,071 New
NSIM
113
North Star Investment Management
Illinois
$10K – – –
GWMIA
114
Global Wealth Management Investment Advisory
Florida
$9K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
CFGS
116
Concourse Financial Group Securities
Alabama
$7K – – –
PCG
117
Private Capital Group
Connecticut
$7K – – –
MRCM
118
M&R Capital Management
New Jersey
$6K – – –
RCC
119
Red Cedar Capital
Nebraska
$5K – – –
GAM
120
Gemmer Asset Management
California
$5K – – –
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.55K – – –
LFG
122
Larson Financial Group
Missouri
$4K +$89 +15 +2%
PWMG
123
Prestige Wealth Management Group
New Jersey
$2K – – –
TFS
124
TrustCore Financial Services
Tennessee
$2K +$2K +400 New
SFS
125
Shaker Financial Services
Virginia
– -$321K -64,449 Closed
2 3 4
5
6