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Gabelli Equity Trust

191 hedge funds and large institutions have $128M invested in Gabelli Equity Trust in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
60
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
101
Capital Investment Advisors
Georgia
$109K 19,761 -56 -0.3%
JWCA
102
J.W. Cole Advisors
Florida
$109K 19,797 +122 +0.6%
CW
103
Connectus Wealth
Ohio
$109K 19,667 +19,667 New
HF
104
HRT Financial
New York
$106K 19,330 +95 +0.5%
MFG
105
MidWestOne Financial Group
Iowa
$106K 19,142 +19,142 New
BIAS
106
Beacon Investment Advisory Services
New Jersey
$105K 19,000
Mariner
107
Mariner
Kansas
$104K 18,909 -1,839 -9%
CS
108
Capital Square
Tennessee
$103K 18,747 +18,747 New
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$103K 18,709 -104,393 -85%
EWS
110
Eagle Wealth Strategies
New Jersey
$101K 18,624
CIG
111
Cascade Investment Group
Colorado
$99.6K 18,035
SI
112
Stephens Inc
Arkansas
$99.4K 18,008
MWM
113
Meridian Wealth Management
Kentucky
$97.8K 17,723 +174 +1%
AWM
114
Apollon Wealth Management
South Carolina
$95.9K 17,365 +17,365 New
HIP
115
HUB Investment Partners
Texas
$95.4K 17,276
MWM
116
Modera Wealth Management
New Jersey
$94.2K 17,061
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$94K 17,037 -5,500 -24%
CIG
118
Cullen Investment Group
Louisiana
$86.5K 16,072 +16,072 New
GT
119
Glenmede Trust
Pennsylvania
$85.4K 15,473
CCWM
120
Cassaday & Co Wealth Management
Virginia
$84.3K 15,268 +15,268 New
AWM
121
Avior Wealth Management
Nebraska
$82.8K 15,000 +15,000 New
EWM
122
Executive Wealth Management
Michigan
$81.5K 15,000
JIC
123
Johnson Investment Counsel
Ohio
$79.6K 14,418 -4,698 -25%
MHWM
124
Montz Harcus Wealth Management
Louisiana
$76.8K 13,915 +368 +3%
WSCM
125
Wellington Shields Capital Management
New York
$76.5K 13,857