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Gabelli Equity Trust

172 hedge funds and large institutions have $111M invested in Gabelli Equity Trust in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
101
Money Concepts Capital
Florida
$79.9K +$79.9K +14,586 New
ClearBridge Investments
102
ClearBridge Investments
New York
$78.4K
WSCM
103
Wellington Shields Capital Management
New York
$75.9K
PWA
104
Primoris Wealth Advisors
Florida
$75.4K -$13.7K -2,500 -15%
MIM
105
MTM Investment Management
South Carolina
$74.1K
JIC
106
Johnson Investment Counsel
Ohio
$71.1K +$71.1K +12,982 New
AWM
107
AE Wealth Management
Kansas
$69.2K -$3.35K -612 -5%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$69K
AWM
109
Accurate Wealth Management
Florida
$68.7K +$68.7K +12,357 New
SC
110
Savant Capital
Illinois
$67.4K
RFN
111
RDA Financial Network
Iowa
$67.2K
MHWM
112
Montz Harcus Wealth Management
Louisiana
$66.4K +$1.8K +329 +3%
Citadel Advisors
113
Citadel Advisors
Florida
$64.8K +$64.8K +11,823 New
GLA
114
Good Life Advisors
Pennsylvania
$62.3K
GCWM
115
Graham Capital Wealth Management
District of Columbia
$61.8K
IFWM
116
Institute for Wealth Management
Colorado
$61.8K
GT
117
Glenmede Trust
Pennsylvania
$60.5K
SFC
118
SYM Financial Corp
Indiana
$60.4K +$1.54K +281 +3%
RFA
119
Register Financial Advisors
Georgia
$59.7K +$59.7K +10,900 New
TWC
120
TD Waterhouse Canada
Ontario, Canada
$58K -$16.4K -3,000 -22%
SWA
121
Stratos Wealth Advisors
Ohio
$57.8K
TYCC
122
Texas Yale Capital Corp
Florida
$57.3K
VVP
123
Venture Visionary Partners
Ohio
$56.7K
OIA
124
OneDigital Investment Advisors
Kansas
$56.2K +$56.2K +10,260 New
GIA
125
GHP Investment Advisors
Colorado
$48.7K +$493 +90 +1%