GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

117 hedge funds and large institutions have $71.8M invested in Gabelli Equity Trust in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.76M
2
LOPW
2
Live Oak Private Wealth
North Carolina
$2.07M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$834K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.15M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.94M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.79M
2
UBS Group
2
UBS Group
Switzerland
$1.29M
3
PAG
3
Private Advisor Group
New Jersey
$189K
4
CWP
4
Capital Wealth Planning
Florida
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APA
101
American Portfolios Advisors
New York
$12.9K 2,573 -450 -15%
TPWA
102
TRUE Private Wealth Advisors
Oregon
$9K 1,828 – –
GWMIA
103
Global Wealth Management Investment Advisory
Florida
$8K 1,529 – –
HPC
104
HM Payson & Co
Maine
$8K 1,596 – –
NSIM
105
North Star Investment Management
Illinois
$8K 1,617 – –
LFG
106
Larson Financial Group
Missouri
$8K 1,639 +39 +2%
RCA
107
Ranch Capital Advisors
Florida
$6K 1,200 – –
PCG
108
Private Capital Group
Connecticut
$6K 1,196 – –
MRCM
109
M&R Capital Management
New Jersey
$5K 1,066 – –
CB
110
Community Bank
New York
$5K 1,000 +1,000 New
RCC
111
Red Cedar Capital
Nebraska
$4K 847 – –
GAM
112
Gemmer Asset Management
California
$4K 774 – –
CFB
113
Cullen/Frost Bankers
Texas
$4K 800 +800 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.72K 739 – –
PWMG
115
Prestige Wealth Management Group
New Jersey
$2K 343 – –
TFS
116
TrustCore Financial Services
Tennessee
$2K 391 – –
AIM
117
Anchor Investment Management
South Carolina
$1.76K 350 +350 New
CWP
118
Capital Wealth Planning
Florida
– – -62,609 Closed
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
– – -61,211 Closed
UCFA
120
United Capital Financial Advisors
Texas
– – -20,184 Closed
TWA
121
TCI Wealth Advisors
Arizona
– – -20,176 Closed
Bank of New York Mellon
122
Bank of New York Mellon
New York
– – -18,593 Closed
WAS
123
WESPAC Advisors SoCal
California
– – -18,539 Closed
FM
124
Family Management
New York
– – -14,206 Closed
TCM
125
Telos Capital Management
California
– – -13,429 Closed
2 3 4
5
6