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Gabelli Equity Trust

186 hedge funds and large institutions have $122M invested in Gabelli Equity Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
56
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DE
101
Day & Ennis
Georgia
$91.7K 18,050
CIG
102
Cascade Investment Group
Colorado
$91.6K 18,035
SI
103
Stephens Inc
Arkansas
$91.5K 18,008 -100 -0.6%
GLA
104
Good Life Advisors
Pennsylvania
$90.4K 17,802
Jane Street
105
Jane Street
New York
$89.3K 17,573 +1,101 +7%
MWM
106
Meridian Wealth Management
Kentucky
$89.1K 17,549 -16,661 -49%
HIP
107
HUB Investment Partners
Texas
$87.8K 17,276
MWM
108
Modera Wealth Management
New Jersey
$86.7K 17,061
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$85.4K 16,808 +3,415 +25%
AWM
110
AE Wealth Management
Kansas
$85.4K 16,708 -11,571 -41%
FLPIM
111
F.L. Putnam Investment Management
Massachusetts
$84.8K 16,698 +16,698 New
GT
112
Glenmede Trust
Pennsylvania
$78.6K 15,473
EWM
113
Executive Wealth Management
Michigan
$76.2K 15,000
Cerity Partners
114
Cerity Partners
New York
$76.1K 14,979 +2,641 +21%
VFA
115
Valeo Financial Advisors
Indiana
$74.7K 14,700 +14,700 New
FZCM
116
Flynn Zito Capital Management
New York
$74.6K 14,693
BSW
117
Buckingham Strategic Wealth
Missouri
$71.2K 14,014 -6,536 -32%
SC
118
Savant Capital
Illinois
$71.2K 14,012 +563 +4%
WSCM
119
Wellington Shields Capital Management
New York
$70.4K 13,857
MHWM
120
Montz Harcus Wealth Management
Louisiana
$68.8K 13,547 +379 +3%
MIM
121
MTM Investment Management
South Carolina
$68.7K 13,530
CA
122
CoreCap Advisors
Michigan
$68.5K 13,491 +2,858 +27%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$68.4K 13,463 +1,110 +9%
SFC
124
SYM Financial Corp
Indiana
$65.7K 12,938 +363 +3%
SIAG
125
Safeguard Investment Advisory Group
California
$64.2K 12,645 +354 +3%