GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

121 hedge funds and large institutions have $194M invested in Gabelli Equity Trust in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$2.29M
2
Wells Fargo
Wells Fargo
California
$8.17M
3
PTC
Philadelphia Trust Company
Pennsylvania
$5.62M
4
LPL Financial
LPL Financial
California
$6.45M
5
Bank of America
Bank of America
North Carolina
$4.79M

Top Sellers

1
KIM
Karpus Investment Management
New York
$24.4M
2
CWM
Cornerstone Wealth Management
Missouri
$24.4M
3
Ameriprise
Ameriprise
Minnesota
$26.6M
4
1CP
1607 Capital Partners
Virginia
$0
5
FAAS
First Allied Advisory Services
California
$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
126
FineMark National Bank & Trust
Florida
– -$363K -59,364 Closed
Citadel Advisors
127
Citadel Advisors
Florida
– -$74K -12,100 Closed
SMFS
128
Squar Milner Financial Services
California
– -$56K -9,207 Closed
CPA
129
Clear Perspective Advisors
Illinois
– -$55K -9,003 Closed
GBBWRPM
130
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$34K -5,514 Closed
MBT
131
Monroe Bank & Trust
Michigan
– -$20K -3,130 Closed
BCA
132
Bay Colony Advisors
Massachusetts
– -$9K -1,444 Closed
APSP
133
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$1K -195 Closed
2 3 4 5
6