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Gabelli Equity Trust

141 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
44
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJT
101
Raymond James Trust
Florida
$72K 10,366
BCM
102
Brookstone Capital Management
Illinois
$72K 10,516 +10,516 New
TPWA
103
TRUE Private Wealth Advisors
Oregon
$71K 10,428
BFS
104
Bickling Financial Services
Massachusetts
$70K 10,172 +10,172 New
BCM
105
Breiter Capital Management
Florida
$69K 10,000
NFG
106
Next Financial Group
Texas
$67K 9,651 +182 +2%
SFC
107
SYM Financial Corp
Indiana
$58K 8,335 +8,335 New
CDIA
108
Capital Directions Investment Advisors
Georgia
$58K 8,342 +8,342 New
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$55K 7,941
TJHA
110
Thomas J. Herzfeld Advisors
Florida
$45K 6,528 +135 +2%
IP
111
Isthmus Partners
Wisconsin
$36K 5,210 +5,210 New
BFEC
112
Benjamin F. Edwards & Company
Missouri
$34K 4,900 -2,173 -31%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$33K 4,750
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$31K 4,500
HR
115
Howe & Rusling
New York
$30K 4,420
SWM
116
Selective Wealth Management
Virginia
$23K 3,350
SIC
117
Salem Investment Counselors
North Carolina
$22K 3,238
CCM
118
Covington Capital Management
California
$22K 3,194 +66 +2%
CWA
119
Clearview Wealth Advisors
Oregon
$22K 3,138 +66 +2%
Bessemer Group
120
Bessemer Group
New Jersey
$21K 2,995 -2,004 -40%
CHC
121
City Holding Co
West Virginia
$21K 3,030
CA
122
Centerpoint Advisors
Massachusetts
$18K 2,549
HI
123
Harbour Investments
Wisconsin
$16K 2,263
VNA
124
Valley National Advisers
Pennsylvania
$14K 2,000 +2,000 New
NSIM
125
North Star Investment Management
Illinois
$11K 1,617