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Gabelli Equity Trust
GAB

Overview Fund Activity

135 hedge funds and large institutions have $97.7M invested in Gabelli Equity Trust in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+18
Holders Change %
+15.38%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
31
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.9M
2
GSWM
2
Golden State Wealth Management
California
$2.36M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.48M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$577K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.75M

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$9.95M
3
Bank of America
3
Bank of America
North Carolina
$9.21M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$46K 7,268 +5,700 +364%
TJHA
102
Thomas J. Herzfeld Advisors
Florida
$39K 6,254 +145 +2%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$31K 4,900 – –
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$30K 4,750 – –
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$28K 4,500 – –
HR
106
Howe & Rusling
New York
$28K 4,420 +4,420 New
SWM
107
Selective Wealth Management
Virginia
$25K 3,922 -1,300 -25%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$24K 3,817 +3,817 New
SIC
109
Salem Investment Counselors
North Carolina
$20K 3,238 – –
CHC
110
City Holding Co
West Virginia
$19K 3,030 – –
CCM
111
Covington Capital Management
California
$19K 3,060 +71 +2%
Bessemer Group
112
Bessemer Group
New Jersey
$19K 2,995 +2,995 New
CWA
113
Clearview Wealth Advisors
Oregon
$19K 3,006 +3,006 New
BBHBI
114
B, B, H, & B Inc
Alabama
$18K 3,005 +3,005 New
CA
115
Centerpoint Advisors
Massachusetts
$16K 2,549 – –
TPWA
116
TRUE Private Wealth Advisors
Oregon
$11K 1,828 – –
NSIM
117
North Star Investment Management
Illinois
$10K 1,617 – –
AWG
118
Altus Wealth Group
Colorado
$10K 1,568 +1,568 New
APA
119
American Portfolios Advisors
New York
$9.86K 1,573 -1,000 -39%
PCG
120
Private Capital Group
Connecticut
$8K 1,196 – –
RCA
121
Ranch Capital Advisors
Florida
$7K 1,200 – –
NFSG
122
Newbridge Financial Services Group
Florida
$7K 1,171 +26 +2%
SWA
123
SOA Wealth Advisors
New York
$7K 1,200 +1,200 New
CB
124
Community Bank
New York
$6K 1,000 – –
MRCM
125
M&R Capital Management
New Jersey
$6K 1,066 – –
2 3 4
5
6