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Gabelli Equity Trust

124 hedge funds and large institutions have $61.2M invested in Gabelli Equity Trust in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 122124 (+2)

0.49% less ownership

Funds ownership: 6.16%5.68% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

35% less capital invested

Capital invested by funds: $94M → $61.2M (-$32.8M)

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
34
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
101
Salem Investment Counselors
North Carolina
$14K
APA
102
American Portfolios Advisors
New York
$13.2K +$2.54K +461 +18%
CHC
103
City Holding Co
West Virginia
$13K
CCM
104
Covington Capital Management
California
$12K +$523 +95 +3%
SFS
105
Sowell Financial Services
Arkansas
$12K +$551 +100 +4%
CA
106
Centerpoint Advisors
Massachusetts
$11K
GWMIA
107
Global Wealth Management Investment Advisory
Florida
$7K
HPC
108
HM Payson & Co
Maine
$7K
NSIM
109
North Star Investment Management
Illinois
$7K
TPWA
110
TRUE Private Wealth Advisors
Oregon
$7K
LFG
111
Larson Financial Group
Missouri
$7K +$264 +48 +3%
AP
112
Arlington Partners
Alabama
$5K -$5.21K -947 -46%
PCG
113
Private Capital Group
Connecticut
$5K
RCA
114
Ranch Capital Advisors
Florida
$5K
MRCM
115
M&R Capital Management
New Jersey
$4K
RCC
116
Red Cedar Capital
Nebraska
$4K
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.21K
GAM
118
Gemmer Asset Management
California
$3K
TFS
119
TrustCore Financial Services
Tennessee
$2K
PWMG
120
Prestige Wealth Management Group
New Jersey
$1K
KFI
121
Key Financial Inc
Pennsylvania
$1K +$1.13K +205 New
CTC
122
Central Trust Company
Missouri
$1K +$1.69K +307 New
IAA
123
Independent Advisor Alliance
North Carolina
-$1.43M -239,847 Closed
RJFSA
124
Raymond James Financial Services Advisors
Florida
-$1.19M -200,338 Closed
SS
125
Sunbelt Securities
Texas
-$381K -63,927 Closed