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Gabelli Equity Trust
GAB

Overview Fund Activity

155 hedge funds and large institutions have $141M invested in Gabelli Equity Trust in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
60
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$7.4M
2
HHGC
2
Hunting Hill Global Capital
New York
$4.16M
3
LPL Financial
3
LPL Financial
California
$16.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.4M
5
CCP
5
Clough Capital Partners
Massachusetts
$1.95M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$159K
2
Barclays
2
Barclays
United Kingdom
$756K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.65M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$4.14M
5
PTP
5
Platform Technology Partners
New York
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
SIAG
101
Safeguard Investment Advisory Group
California
$86K 12,949 +280 +2%
QAM
102
QCI Asset Management
New York
$86K 13,000 +1,000 +8%
RFN
103
RDA Financial Network
Iowa
$82K 12,265 – –
PL
104
Plancorp LLC
Missouri
$82K 12,283 +12,283 New
BCM
105
Brookstone Capital Management
Illinois
$79K 11,753 +1,237 +12%
LNC
106
Lincoln National Corp
Pennsylvania
$78K 11,668 +266 +2%
TPWA
107
TRUE Private Wealth Advisors
Oregon
$76K 11,471 +1,043 +10%
IFWM
108
Institute for Wealth Management
Colorado
$75K 11,300 – –
IWC
109
Integrated Wealth Concepts
Massachusetts
$74K 11,066 +11,066 New
VVP
110
Venture Visionary Partners
Ohio
$73K 11,029 – –
MF
111
Manchester Financial
California
$73K 11,000 +11,000 New
SFS
112
Summit Financial Strategies
Ohio
$71K 10,699 +10,699 New
SMC
113
Smith, Moore & Co
Missouri
$71K 10,700 +10,700 New
FWM
114
Filbrandt Wealth Management
Wisconsin
$70K 10,460 +10,460 New
RJT
115
Raymond James Trust
Florida
$69K 10,366 – –
BFS
116
Bickling Financial Services
Massachusetts
$69K 10,410 +238 +2%
TYCC
117
Texas Yale Capital Corp
Florida
$69K 10,450 +10,450 New
BCM
118
Breiter Capital Management
Florida
$67K 10,000 – –
NFG
119
Next Financial Group
Texas
$60K 9,036 -615 -6%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$55K 8,174 -6,395 -44%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$53K 7,941 – –
TJHA
122
Thomas J. Herzfeld Advisors
Florida
$44K 6,672 +144 +2%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$33K 4,900 – –
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$32K 4,770 +20 +0.4%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$30K 4,500 – –
3 4
5
6 7