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Gabelli Equity Trust
GAB

Overview Fund Activity

122 hedge funds and large institutions have $94M invested in Gabelli Equity Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
38
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jolley Asset Management
North Carolina
$2.51M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.79M
3
IAA
3
Independent Advisor Alliance
North Carolina
$1.43M
4
LPL Financial
4
LPL Financial
California
$8.15M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$588K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.47M
2
AAM
2
Advisors Asset Management
Colorado
$2.05M
3
Wells Fargo
3
Wells Fargo
California
$6.05M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
NWP
5
Northstar Wealth Partners
Connecticut
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
101
Sowell Financial Services
Arkansas
$17K +$407 +67 +2%
CCM
102
Covington Capital Management
California
$17K +$408 +67 +2%
CA
103
Centerpoint Advisors
Massachusetts
$16K – – –
APA
104
American Portfolios Advisors
New York
$15.7K – – –
RFM
105
Royal Fund Management
Florida
$15K – – –
AP
106
Arlington Partners
Alabama
$12K – – –
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$12K +$12K +2,046 New
TPWA
108
TRUE Private Wealth Advisors
Oregon
$11K +$11K +1,870 New
NSIM
109
North Star Investment Management
Illinois
$10K – – –
HPC
110
HM Payson & Co
Maine
$10K – – –
GWMIA
111
Global Wealth Management Investment Advisory
Florida
$9K – – –
LFG
112
Larson Financial Group
Missouri
$9K +$181 +32 +2%
PCG
113
Private Capital Group
Connecticut
$7K – – –
RCA
114
Ranch Capital Advisors
Florida
$7K +$7K +1,228 New
MRCM
115
M&R Capital Management
New Jersey
$6K – – –
GAM
116
Gemmer Asset Management
California
$5K – – –
RCC
117
Red Cedar Capital
Nebraska
$5K – – –
CFGS
118
Concourse Financial Group Securities
Alabama
$5K +$5K +759 New
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5K – – –
FANJ
120
Financial Architects (New Jersey)
New Jersey
$4K +$4K +606 New
TFS
121
TrustCore Financial Services
Tennessee
$2K – – –
PWMG
122
Prestige Wealth Management Group
New Jersey
$2K – – –
WAM
123
Weiss Asset Management
Massachusetts
– -$410K -70,076 Closed
MWPCG
124
Measured Wealth Private Client Group
New Hampshire
– -$368K -62,999 Closed
CWP
125
Capital Wealth Planning
Florida
– -$332K -56,632 Closed
2 3 4
5
6