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Gabelli Equity Trust
GAB

Overview Fund Activity

170 hedge funds and large institutions have $146M invested in Gabelli Equity Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
57
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.9M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$876K
3
MGWM
3
Marks Group Wealth Management
Minnesota
$2.53M
4
Wells Fargo
4
Wells Fargo
California
$6.57M
5
AAM
5
Advisors Asset Management
Colorado
$1.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
HHGC
2
Hunting Hill Global Capital
New York
$0
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
YCM
4
Yakira Capital Management
Connecticut
$0
5
SFS
5
Shaker Financial Services
Virginia
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
Insight Advisors
Pennsylvania
$103K 14,300 +600 +4%
MIM
102
MTM Investment Management
South Carolina
$97K 13,530 – –
SIAG
103
Safeguard Investment Advisory Group
California
$95K 13,276 +327 +3%
FIA
104
Foundations Investment Advisors
Arizona
$94K 12,975 – –
MC
105
Moors & Cabot
Massachusetts
$93K 12,886 +12,886 New
AWM
106
AE Wealth Management
Kansas
$91K 12,725 -69,229 -84%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$90K 12,552 +12,552 New
RFN
108
RDA Financial Network
Iowa
$88K 12,265 – –
PL
109
Plancorp LLC
Missouri
$88K 12,283 – –
BCM
110
Brookstone Capital Management
Illinois
$88K 12,520 +767 +7%
SC
111
Savant Capital
Illinois
$88K 12,297 +12,297 New
LNC
112
Lincoln National Corp
Pennsylvania
$87K 11,978 +310 +3%
TPWA
113
TRUE Private Wealth Advisors
Oregon
$82K 11,471 – –
GCWM
114
Graham Capital Wealth Management
District of Columbia
$81K 11,283 +11,283 New
IFWM
115
Institute for Wealth Management
Colorado
$80K 11,159 -141 -1%
IWC
116
Integrated Wealth Concepts
Massachusetts
$80K 11,066 – –
VVP
117
Venture Visionary Partners
Ohio
$79K 11,029 – –
MF
118
Manchester Financial
California
$79K 11,000 – –
MHWM
119
Montz Harcus Wealth Management
Louisiana
$79K 10,985 +10,985 New
SMC
120
Smith, Moore & Co
Missouri
$77K 10,700 – –
SFS
121
Summit Financial Strategies
Ohio
$77K 10,699 – –
BFS
122
Bickling Financial Services
Massachusetts
$77K 10,687 +277 +3%
TYCC
123
Texas Yale Capital Corp
Florida
$75K 10,450 – –
BCM
124
Breiter Capital Management
Florida
$72K 10,000 – –
SFC
125
SYM Financial Corp
Indiana
$72K 10,024 +10,024 New
3 4
5
6 7