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Gabelli Equity Trust
GAB

Overview Fund Activity

117 hedge funds and large institutions have $77.5M invested in Gabelli Equity Trust in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
117
Holders Change
–
Holders Change %
0%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$5.34M
2
MGWM
2
Marks Group Wealth Management
Minnesota
$602K
3
PAG
3
Private Advisor Group
New Jersey
$563K
4
GSWM
4
Golden State Wealth Management
California
$282K
5
CWM
5
Connecticut Wealth Management
Connecticut
$281K

Top Sellers

1
SBIA
1
Sheaff Brock Investment Advisors
Indiana
$160K
2
Bank of America
2
Bank of America
North Carolina
$7.91M
3
AAM
3
Advisors Asset Management
Colorado
$240K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8K
5
NWP
5
Northstar Wealth Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Covington Capital Management
California
$15K 2,989 +84 +3%
APA
102
American Portfolios Advisors
New York
$13.1K 2,573 – –
CA
103
Centerpoint Advisors
Massachusetts
$13K 2,549 – –
TPWA
104
TRUE Private Wealth Advisors
Oregon
$9K 1,828 – –
JWM
105
Jeppson Wealth Management
California
$9K 1,800 +1,800 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$8K 1,568 -60,675 -97%
NSIM
107
North Star Investment Management
Illinois
$8K 1,617 – –
RCA
108
Ranch Capital Advisors
Florida
$6K 1,200 – –
PCG
109
Private Capital Group
Connecticut
$6K 1,196 – –
NFSG
110
Newbridge Financial Services Group
Florida
$6K 1,145 +1,145 New
CB
111
Community Bank
New York
$5K 1,000 – –
MRCM
112
M&R Capital Management
New Jersey
$5K 1,066 – –
RCC
113
Red Cedar Capital
Nebraska
$4K 847 – –
GAM
114
Gemmer Asset Management
California
$4K 774 – –
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.76K 739 – –
GWMIA
116
Global Wealth Management Investment Advisory
Florida
$2K 429 -1,100 -72%
PWMG
117
Prestige Wealth Management Group
New Jersey
$2K 343 – –
NWP
118
Northstar Wealth Partners
Connecticut
– – -48,698 Closed
SWM
119
Stockman Wealth Management
Montana
– – -28,229 Closed
VF
120
Virtu Financial
New York
– – -19,140 Closed
Citadel Advisors
121
Citadel Advisors
Florida
– – -18,058 Closed
SFP
122
Shepherd Financial Partners
Massachusetts
– – -11,513 Closed
WAM
123
Weiss Asset Management
Massachusetts
– – -11,411 Closed
FSCM
124
Front Street Capital Management
Montana
– – -10,107 Closed
BC
125
Bartlett & Co
Ohio
– – -9,934 Closed
2 3 4
5
6