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Gabelli Equity Trust

129 hedge funds and large institutions have $103M invested in Gabelli Equity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$32K
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$31K
HR
103
Howe & Rusling
New York
$30K
SWM
104
Selective Wealth Management
Virginia
$23K -$3.93K -585 -15%
SIC
105
Salem Investment Counselors
North Carolina
$22K
CHC
106
City Holding Co
West Virginia
$21K
CWA
107
Clearview Wealth Advisors
Oregon
$21K +$454 +68 +2%
CCM
108
Covington Capital Management
California
$21K +$459 +70 +2%
CA
109
Centerpoint Advisors
Massachusetts
$17K
HI
110
Harbour Investments
Wisconsin
$15K +$15K +2,315 New
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$11K -$40K -5,831 -78%
NSIM
112
North Star Investment Management
Illinois
$11K
SWA
113
SOA Wealth Advisors
New York
$11K +$3.39K +546 +44%
APA
114
American Portfolios Advisors
New York
$10.7K
PCG
115
Private Capital Group
Connecticut
$8K
RCA
116
Ranch Capital Advisors
Florida
$8K
NFSG
117
Newbridge Financial Services Group
Florida
$8K +$176 +27 +2%
CB
118
Community Bank
New York
$7K
MRCM
119
M&R Capital Management
New Jersey
$7K
RCC
120
Red Cedar Capital
Nebraska
$6K
Fidelity Investments
121
Fidelity Investments
Massachusetts
$6K +$5.99K +971 +97,100%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.04K
GAM
123
Gemmer Asset Management
California
$5K
CB
124
CNB Bank
Pennsylvania
$5K +$5K +694 New
FF
125
FourThought Financial
Florida
$4K