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Gabelli Equity Trust
124 hedge funds and large institutions have $61.2M invested in Gabelli Equity Trust in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
2% more funds holding
Funds holding: 122 → 124 (+2)
0.49% less ownership
Funds ownership: 6.16% → 5.68% (-0.49%)
6% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 36
35% less capital invested
Capital invested by funds: $94M → $61.2M (-$32.8M)
Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFG
126
OTA Financial Group
Purchase,
New York
| – | -$322K | -54,131 | Closed |
|
|
CI
127
CX Institutional
Auburn,
Indiana
| – | -$225K | -37,761 | Closed |
|
|
FCI
128
Financial Counselors Inc
Overland Park,
Kansas
| – | -$152K | -25,454 | Closed |
|
|
CM
129
Churchill Management
Los Angeles,
California
| – | -$111K | -18,647 | Closed |
|
130
Envestnet Asset Management
Chicago,
Illinois
| – | -$96K | -16,177 | Closed |
|
|
BCI
131
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$32K | -5,369 | Closed |
|
|
RFM
132
Royal Fund Management
Lady Lake,
Florida
| – | -$13.1K | -2,383 | -92% |
|
|
FMII
133
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$12K | -2,046 | Closed |
|
|
CFGS
134
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$4.18K | -759 | Closed |
|
|
FANJ
135
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$4K | -606 | Closed |
|
|
DWM
136
Darwin Wealth Management
Tampa,
Florida
| – | +$22 | +4 | New |
|